Quick BI:Configure a Custom Channel

Create a Custom Channel

1. Log on to the Quick BI console.

2. Navigate to the custom channel creation page from the Quick BI product home page as shown in the figure below.

   

3. In the Create Custom Channel dialog box, set the following parameters.

   

   Parameter	Description
   Name	Enter the name of the custom channel.
   Push Address	Enter the interface address of the target custom channel to receive message pushes. The configured interface address must support the POST request method.
   Request Add Key	Enter the signing key of the target custom channel to verify the request signature. You can manually enter the key or click Auto-generate Key to automatically generate a key and fill it in Quick BI. The business party needs to verify the signature of the received content.

4. Click Save And Test.

   Upon successful saving, the new custom channel will appear in the bot channel list.

   

Configure a Custom Channel When Receiving Subscriptions

When setting up a subscription, include the custom channel in the alert method configuration.

1. Access the subscription management page from the Quick BI home page as illustrated below.

   

2. During subscription task creation, choose Custom Channel as the Receiving Method to see the custom channel under Receiving Channel.

   

   For more information, see Create a Subscription Task.

3. The message format for subscription notifications to custom channels is as follows:

   {
       "schema":"1.0",
       "header":{
           "organizationId":"b5fb3d10xx",  # Organization ID
           "eventId":"bc679418-9e7xx",      # Unique Event ID
           "createTime":"1705398011696",
           "eventType":"SUBSCRIBE"  # Event type, subscribe; used to determine business logic
       },
       "event":{
           "createTime":"1705397830000",
           "customParams":"{\"param\":\"this is a test\"}",   # Custom parameters in the subscription. JSON format, key structure.
           "customReceiveGroups":"xxx",   # Custom receiving groups
           "customReceiveUsers":[   # Custom recipients.
               {
                   "nick":"Zhang San",     # Nickname
                   "accountId":"cQUPAaY81L", # Third-party account ID saved in Quick BI
                   "accountType":4,   # Account type.
                   "userId":"053da9"   # Quick BI userId
               }
           ],
           "worksInfo":{              # Report-related information
               "components":[        # Component information
                   {
                       "componentId":"123", 
                       "componentName":"Cross Table",
                       "componentType":4
                   }
               ],
               "worksId":"0458e831-0250-486",   # Report ID
               "worksName":"Ranking List",             # Report name
               "worksType":"PAGE",
               "workspaceName":"Li Si Resource Plan Import",    # Workspace name
               "workspaceId":"3e60ee7f-a99f-4231-913",   # Workspace ID
               "worksUrl":"https://baidu.com/xxxx"       # Report preview URL
    
           },
           "subscribeId":"73a1d0b2420",          # Subscription ID
           "taskId": "4899407788885930938",      # Subscription task ID
           "ownerId":"fec0741443204",            # Subscription task owner
           "title":"Custom Webhook Push Channel",        # Subscription task title
           "subject":"Custom",                     # Subscription task subject
           "content":{         # Subscription task text
               "head":"<p style=\";\">Custom Webhook Push Channel</p>",   
               "tail":"<p style=\";\">Custom Webhook Push Channel</p>"
           },
           "snapshot":{       
               "images":[           # Screenshot attachments
                   {
                       "name":"2467699471858258259-1.jpeg",
                       "url":"https://qbi-dev.cn-shanghai.aliyuncs.com/xxxx"
                   }
               ],
               "pdfs":[            # PDF attachments
                   {
                       "name":"2467699471858258259-1.pdf",
                       "url":"https://qbi-dev.cn-shanghai.aliyuncs.com/xxxx"
                   }
               ],
               "excels":[          # Excel attachments
                   {
                       "name":"2467699471858258259-1.xlsx",
                       "url":"https://qbi-dev.cn-shanghai.aliyuncs.com/xxxx"
                   }
               ]
           }
       }
   }

Configure a Custom Channel When Receiving Alerts

Add the custom channel to the alert method configuration when monitoring metrics.

1. Go to the metric monitoring page from the Quick BI home page as shown in the figure below.

   

2. In the Monitor Alert Settings dialog box, select Custom Channel as the alert method to view the custom channel under Custom Channel.

   For more details, see Configure Monitoring.

Configure a Custom Channel in Report Task Issuance

1. Select Custom Channel when setting up Report Task Issuance for data reporting.

2. The message format for report task notifications to custom channels is as follows:

   {
    "deadlineTime": "2024-07-26 20:00:00", # Reporting deadline
    "taskUrl": "https://bi.aliyun.com/xxx", # Reporting link
    "taskTitle": "Report Task Name", # Report task name
    "sendTime": "2024-07-04 19:19:20", # Report task issuance time
    "dashboardName": "Wang Wu's Report" # Report name
   }

Configure a Custom Channel in External Approval Electron Stream

Organization administrators can integrate the custom channel into the external approval process.

1. Create a custom channel in the configuration management page as shown in the figure below.

2. Enable the custom approval channel in the collaboration configuration page as shown in the figure below.

   

   Now, when users request access to Quick BI resources, the custom channel will also receive application notifications.

3. The message format for Quick BI approval notifications to custom channels is as follows:

   {
       "authPointsValue":3,    # Permission points.
       "resourceId":"b8b5392b-bb44-4bd8-e9642787e8d",   # The ID of the resource for which permissions are requested.
       "resourceName":"20 widgets on the first screen (8 on the mobile client's first screen)",     # The report resource name.
       "approverId":"e52b777a1dde4bfb94f91e18128bcfb0",  # The approver UID.
       "roleId":0,
       "applyReason":"123123",              # The reason for the request.
       "extInfo": [                         # Extended information. If the resource type is dataFormInsertData, this field displays the name, type, and submitted information for each control in the user-submitted form.
         {
             "data": {                     # The data entry information of the control.
               "63912418-e311-4573-84be-1f732ffd9f35": 20,   # The control ID and its submitted value.
               "f9a46753-98a1-4709-9327-949c6a03af08": "test",
               "ffe8327a-9de8-4699-a23a-097088a22d2e": "test1"
             },
             "dataId": null,               # The data record ID.
             "dataWithComponent": {        # The details of the control.
               "63912418-e311-4573-84be-1f732ffd9f35": {   # The control ID.
               "componentType": "number",  # The control type.
               "data": 20,                 # The value submitted by the user in this control.
               "label": "Age"              # The control name.
             },
               "f9a46753-98a1-4709-9327-949c6a03af08": {
               "componentType": "text",
               "data": "test",
               "label": "Remarks"
             },
               "ffe8327a-9de8-4699-a23a-097088a22d2e": {
               "componentType": "text",
               "data": "test1",
               "label": "Name"
             }
           }
         }
       ],
       "resources": [                       # Menu information. This field is available only for BI portals.    
         {
             "resourceId": "a8d78c04-df99-42c3-a0a2-dbe7350b077c",  # The menu ID.
             "resourceName": "Level-3 menu",     # The menu name.
             "resourceType": "0"            # The menu type.
         }
       ],
       "applicantName":"Mr. Zhang",                 # The requester nickname.
       "gmtCreate":1705399339000,               # The creation time.
       "approverName":"Ms. Wang",                  # The approver nickname.
       "expireDate":1708077734000,              # The permission validity period.
       "workspaceName":"Quick BI Assessment Workspace",        # The workspace name.
       "applicantId":"e9a40c524ef8471faefbd",   # The requester UID.
       "applicationId":"b31c8cf5-aa31-42f7-927a-da3cb2feefd4",  # The approval ID.
       "resourceType":"dashboard"               # The resource type.
   }

   Note 1: The resources field, which contains menu information, is available only for BI portal approvals. The resourceType in resources supports only the following types:

   The resourceType in resources supports only the following types:

   • 0: Dashboard

   • 2: Workbook

   • 5: Data Entry

   • 6: Downloads

   • 7: Ad hoc analysis

   • 8: Data dashboard

   Note 2: The following table describes the resource types. The resource types are case-insensitive.

   • dataProduct: BI portal

   • portal_menu: BI portal menu

   • dashboard: Dashboard

   • screen: Data dashboard

   • report: Workbook

   • ANALYSIS: Ad hoc analysis

   • dashboardOfflineQuery: Downloads

   • dataForm: Data Entry

   • cube: Dataset

   • datasource: Data source

   • dataFormInsertData: Data entry to storage

   Note 3: The following table describes the authPointsValue permission points for each resource type.

   Resource type	Description of authPointsValue permission points
   Data Entry	1: Submit data 9: Manage own data 10: Manage all data 11: Edit
   Dataset, Data source, Data preparation	1: Use 11: Edit
   Data dashboard, Workbook, Dashboard, Downloads	1: View only 2: Export 3: View and export 11: Edit
   BI portal	BI portal permissions 11: Edit Menu content permissions Same as above Important Note: For data entry, the value for managing your own data is 3.

Appendix: External System Reception and Signature Verification Method

sign = SHA256.digest(timestamp + nonce + token)