The Blink Portal is an interface which allows users to execute workflows with a single click, view and export dashboards effortlessly, and tap into the full suite of resources your teams have built, right from one streamlined interface.
Note: Although you can run and interact with workflows and dashboards in the Blink Portal, you cannot modify any of the workflows or dashboards displayed there.
The Blink Portal is separated into two separate tabs:
The Blink Portal makes it easy to review and monitor all workflow executions associated with your account.To access your workflow activity history, open the Services tab and click My Activity in the upper-right corner.
A table of all your workflow executions, including their current status and key execution details. This allows you to quickly understand what ran, when it ran, and whether any action is required.
You can filter to table to display all workflow executions, only workflows that failed during execution in the Blink Portal or only workflows that completed when executing in the workflow
Next to the ‘Date’ field, you can select the to filter workflow executions according to a specified date and time
In the Workflow Overview page, you can share and expose the selected to workflow to the Blink Portal
On the Workflow page, hover over the workflow you would like to expose to the Blink Portal and click on the “Overview” button.
Toggle the “Blink Portal” button to publish the selected workflow to the Blink Portal. Once enabled, the workflow becomes available for use in the portal.
If you disable this toggle, the workflow will be removed from the Blink Portal and will no longer be available to users.
When you enable the toggle to expose a workflow to the Blink Portal, the Blink Portal Settings panel appears.Under the Sharing tab, you can choose how to grant access to the workflow:
Specific Users or Groups
All Users (everyone in your tenant)
In the Display Settings tab, you can edit workflow metadata such as icons, names, and descriptions before exposing the workflow to the Blink portal.
Select a ‘Dashboard’ to open it in the Blink Portal. In the top-right corner, you can configure the auto-refresh interval to control how often the dashboard updates and reflects the most recent data.
By default, the dashboard refreshes every 5 minutes.
Available refresh intervals:
Off (manual refresh only- )
5 seconds
30 seconds
1 minute
5 minutes (default)
15 minutes
30 minutes
1 hour
Adjust the refresh setting based on how frequently you want the data to update.
You can also select a timeframe, which acts as a global filter across the dashboard. This allows you to view only the data created within a specific time window—for example, all cases created in the last 7 days.
Note: This filter applies only to widgets whose data source includes the created_at field.
In the dashboards view mode, you can click on a widget to open an expanded view that displays the underlying raw data from the widget’s data source.Within this expanded view, you can also interact directly with elements of the visualization to further refine the data being displayed. For example, selecting a specific slice in a pie chart or an individual bar in a bar chart will filter the results to show only the raw records associated with that selected element.This allows you to quickly drill down into the data behind specific parts of the visualization directly from the dashboard.
Note: When a widget is grouped by a user field (e.g., Case Manager or custom user fields), the expanded view shows the full underlying dataset
To view a dashboard you created in the Blink Portal, you must first publish and share it. By default, the dashboard is shared only with you, but you can choose to share it with additional users or groups to provide them access.
If you de-activate the dashboard, it will not show up in the Blink Portal
Follow these steps to publish and share a dashboard you created in the Blink Portal:
1
In the top-right corner of your dashboard, click the Publish button to start the sharing process.
2
A pop-up will appear asking you to confirm that you want to share the dashboard. Click Confirm to proceed.
3
After confirmation, you can enter the username(s) or group name(s) you want to share the dashboard with. By default, the dashboard is automatically shared with you and can now be found in the Blink Portal.
Once you find the dashboard you want, click on it to explore all its widgets and data. You can also export the dashboard by clicking the button in the top-right corner of the interface.
