Overview When referencing Roles, use the Role API Name. App Admins can find the Role API Name on the Roles tab on the Data panel on a template. Role API are not editable and are assigned at role definition. Role API names include the __r suffix. Referencing the role API…
Metrics in Shibumi contain a collection of data sets (e.g., Actual, Target, Variance) and an array of time periods. An expression can be defined for a data set and will be resolved to assign the values that are applied to the time periods. When referencing a metric, use the Metric…
Overview When referencing an attribute, use the attribute API name (Attribute_API_Name__c). The Data panel on a template displays the list of all available attributes with their corresponding API name. Shibumi automatically appends __c to the API name upon creation of custom attributes. To reference an attribute from another template in…
When referencing a template, use the template API name. The template API name is displayed directly below the template name on the templates list. It is also available, for review and edit, on the template’s Settings dialog. Shibumi automatically appends __t to the API Name text displayed on the Settings…
Overview The expression language includes intelligent typeahead to ensure that the references included in your expression are syntactically correct. Note: When changes are made to template, attribute, or metric API names, Shibumi does not automatically update expressions referencing them. The expressions will be invalid until they are updated with the…
In Shibumi, you can either create new or copy existing templates. New templates provide a blank canvas. The Shibumi default tabs will be available but hidden. Copied templates will contain all details of the original template: layout, sections, attributes, metrics, roles, etc. Only participants will not be copied. Creating Templates…
Overview The Branding Tab allows you to customize the logo, help links, and the theme (color palette) for your enterprise. Logo Provide a custom logo by uploading the image to be used into the logo section. Select the “Upload New” button to browse through your folders to find a suitable…
Overview Templates can be exported and imported individually within the templates list on the App Detail page. This allows you to add specific templates (or modules) to another app. Exporting Templates Click the checkboxes of the desired templates in the templates list. Select the export icon at the top of…
Shibumi provides an out-of-the-box status attribute and status icon to reflect the current stage and Red, Yellow, Green status of a work item. App/Template Admins can include these attributes in Forms or Lists/Views on templates. Users can set the Status and Status Icon for an item by clicking on the…
To disable/enable roles available on a template, open the Data panel and select the Roles tab. The original Shibumi roles (Admin, Owner, Sponsor, Collaborator, Viewer) are enabled by default and cannot be disabled. App admins can select which roles to enable for the template by clicking Enable Role button and…