Channel management

The Channel Management module provides a preview of all channel metadata available on a given app's keyset and lets you:

• Create channels
• Import channels
• Update channels
• Delete channels
• Manage membership

To start managing your channel and membership data, follow these steps:

1. Log into the Admin Portal.
2. Go to the BizOps Workspace section in the left navigation panel.
3. Select Channel Management.
4. Choose an app and a keyset on which you want to manage channels.
5. If needed, configure your keyset following on-screen instructions.

Create channels

Follow these steps to create a channel:

1. Once on the main Channel Management screen, click the Create Channel icon.

   

   The channel creation modal pops up.

   

2. Fill in the details (only ID is required) and click the Create Channel button.

   The newly created channel will appear on the list.

   

   To learn more about the channel fields, refer to App Context methods.

Import channels

You can test the Channel Management feature on a set of sample data without the need to manually create channels.

If you have access to Insights, you get a preview of channel data on your app's keyset even if you don't use App Context to store and manage it.

You can use that data from Insights, and import it to Channel Management as sample channels.

Click the Import from Insights button to get from your app's keyset a maximum of 20 channels with the highest number of messages published within the last day that contained the requested data (for example, if no messages were sent yesterday, channels will be imported based on data from a day before).

After importing the Insights data, it gets stored in App Context, and channel objects appear in Channel Management. The imported channels have:

• The name that is the same as ID imported from Insights
• The imported type
• The sent_messages custom field with the fixed number of messages published at the time of the import (criteria used for importing the top 20 channels).

If some of the imported channel data is already present in App Context, it gets skipped during the import.

Under the hood

Update channels

Follow these steps to update the metadata of an existing channel.

1. Click the channel entry (any column) or the "More actions" icon next to the channel and select View Channel.

   

2. Edit the field you want to update and click the Save button.

   

Delete channels

You can delete an existing channel in one of the following ways.

Delete single channel

Follow these steps from the main Channel Management view:

Channel list

1. Select the channel to remove and click the Delete button.

   

2. When a modal pops up, click Confirm.

Actions menu

1. Click the "More actions" icon next to the channel and select Delete.

   

2. When a modal pops up, click Confirm.

Channel details

1. Click the selected channel entry (any column).

   

2. Click the Delete icon.

   

3. When a modal pops up, click Confirm.

Delete multiple channels

To remove multiple channels at once, follow these steps from main Channel Management view:

1. Select the channels to remove and click the Delete button.

   

2. When a modal pops up, click Confirm.

Manage membership

Manage user-channel membership from the Channel Management section.

Add membership

You can create user-channel membership in one of the following ways.

Follow these steps from the main Channel Management view:

Actions menu

1. Click the "More actions" icon next to the channel and select Assign Users.

   

2. Select the user on a modal and click the Add button.

   

Channel details

1. Click the channel entry (any column).

   

2. Scroll down and click the View Memberships button at the bottom.

   

3. When the channel membership view appears, click Assign Users.

   

4. Select the user on a modal and click the Add button.

   

Update membership

Follow these steps to update details on the user-channel membership.

1. Click the channel entry (any column).

   

2. Scroll down and click the View Memberships button at the bottom.

   

3. Click the user entry (any column) or the "More actions" icon next to the user and select View Membership.

   

4. Update the field(s) and click the Save button.

   

Delete membership

Follow these steps to remove users from a channel (delete membership).

1. Click the channel entry (any column).

   

2. Scroll down and click the View Memberships button at the bottom.

   

3. Select the user entry and click the Delete button or select the "More actions" icon next to the given channel and click Delete. Confirm your choice on the pop-up modal.

   

4. Alternatively, click the user entry (any column) or the "More actions" icon next to the channel and select View Membership.

   

   Then, click the Delete button and Confirm when a modal pops up.

   

Bulk delete

If there is more than one member of the channel, you can remove multiple memberships at once.

1. Follow the steps 1-2 described in the Delete membership section.

2. Select user memberships you want to remove and click the Delete button.

   

3. When a modal pops up, click Confirm.

Filters

You can filter channels and related user membership using the Filters icon on the channel and membership list views.

After choosing this option, you can filter channels or memberships through all available fields apart from the custom ones. Choose Category, Operator, and Value.

Click Add Field to add additional filtering rows.

This way, you can add multiple filters for different categories.

Advanced filtering

You can also click the Switch to advanced filtering button to add advanced filtering that can include custom fields.

In the modal field, enter the expression using App Context Filtering Language.

For example, to find all channels with support in the name that have the active status and have Discussion as a custom field (Purpose), enter (name LIKE '*support*') && (status == "active") && (purpose == "Discussion") and press Apply filters.