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My Environment

This article applies to versions 4.15 and later of P2 Explorer. For more, see Release History.

My Environment shows the pages and trends in your private workspace, as well as pages and trends that have been submitted for approval. With appropriate privileges, you can also publish pages and trends from here.

My Environment provides an easy way to:

  • Submit private pages and trends for publishing.
  • Preview submitted pages and trends.
  • Approve or reject publishing of pages and trends.
  • Delete private pages and trends.
  • Edit private pages in Studio.
  • View and open the last 50 pages, trends, and workbooks that you used.
  • View or delete your snapshots.

Screenshot of My Environment

Opening My Environment

You can access My Environment by clicking the Environment button on the Home tab of the ribbon.

Screenshot of how to access My Environment

You can close the My Environment page by clicking the x in the My Environment tab.

My Pages

My Pages displays the list of pages you have created, that are saved in your private workspace.

A Click the page title to open the page.
B Start typing a page title to filter the list.
C Action buttons appear when you hover your cursor over a page title in the list.

The action buttons allow you to:

submiticon Submit Submit the page for publishing to a workspace. See Publishing a Page or Trend.
editicon Edit Open the page for editing in Explorer Studio.
Delete bin trash icon Delete Delete the page.

 

My Trends

My Trends displays the list of trends you have created, that are saved in your private workspace.

Screenshot of My Trends in My Environment

A Click the title of the trend to open it.
B Start typing the trend name to filter the list.
C Action buttons appear when you hover your cursor over a trend title in the list.

The action buttons allow you to:

submiticon Submit Submit the trend for publishing. See Publishing a Page or Trend.
Delete bin trash icon Delete Delete the trend.

 

My Recently Accessed

My Recently Accessed displays the last 50 trends, pages, or workbooks you have opened in Explorer.

Screenshot of My Recently Accessed list in My Environment

A Click the title of the trend, page, or workbook to open it. The list also shows the last time you accessed the display.
B The toggle buttons allows you to choose whether you want to display only pages, trends, or workbooks. To view a mixed list, de-select a button.
C Start typing the trend name to filter the list.

 

Pages and Trends Pending Approval

This lists pages and trends that have been submitted for approval, where the destination workspace is one for which you have Edit permissions.

You can reject any of the listed pages or trends, thereby returning them to the submitter's private folder.

Screenshot of Pages and Trends Pending Approval in My Environment

When approving a page or trend, you can change the destination workspace to any of the others for which you have Edit permissions, or you can create a new workspace if you have Explorer Administrator permissions.

Related: Publishing a Page

A

Page or Trend details, including:

  • Icon indicating if the display is a page or trend, and the title of the display. 
  • Submitted as: the intended name of the display and the workspace it is submitted to. Submitters may request the display name be changed when publishing; if this is the case then that will be reflected in this line. 
  • If the submitter has added a note to the approver, then it will appear in italics.
  • The last line shows who submitted the display and when it was last modified.
B Start typing the trend or page title, or the submitter's name, to filter the list.
C Action buttons appear when you hover your cursor over a page or trend in the list.

The action buttons allow you to:

preview-icon Preview Preview the page or trend before deciding whether or not to publish it.
approve-icon Approve Approve the page or trend immediately. This moves the page or trend to the designated public workspace, viewable by anyone who has view permissions to the workspace.
Warning If the page or trend has been updated since being submitted, the warning icon appears.
reject-icon Reject Reject the page or trend immediately. This moves the page or trend back to the private workspace of the person who created it.

My Snapshots

My Snapshots displays the list of pages and trends which you have saved as snapshots at some point.

Read more: Snapshots in Explorer

Screenshot of My Snapshots in My Environment

A

Snapshot details, including:

  • Icon indicating if the snapshot is a page or trend, and the title of the snapshot as it was saved. 
  • The original name of the page or trend which has been snapshotted, and the workspace in which it resides. 
  • If you have added a description when you took the snapshot, then it will appear in italics.
B Start typing the snapshot name or description, to filter the list.
C An action button appears when you hover your cursor over a snapshot in the list.

The action button allows you to:

Delete bin trash icon Delete Delete the snapshot.

 

Release History

  • My Environment 4.15.0
    • My Environment page is now a tab
  • My Environment 4.9.2
    • Improved information density in Recently Accessed list
  • My Environment 4.8.0
    • Added Recently Accessed list for pages, trends and workbooks
  • My Environment 4.5.1
    • Added Snapshots 

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