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Preset Feature Feedback
Status Needs review
Categories New feature
Created by Customer Engagement
Created on Aug 19, 2025

Expose dashboard action menu controls in the Preset Embedded SDK

What is the problem or goal the end user is trying to solve or accomplish?

When embedding dashboards, the built-in action menu (refresh dashboard, download, auto-refresh interval) is part of the embedded iframe. This makes it difficult to align with custom layouts, especially when customers want to place their own header or controls outside the iframe. If customers could render these controls in their own UI, they could avoid layout conflicts and integrate dashboard actions more seamlessly into their applications.

How are they solving it currently?

They keep the default embedded menu inside the iframe, which causes alignment and overlap issues.

They attempt to replicate functionality manually (e.g., adding their own refresh buttons), but can’t replicate all features like download/export or auto-refresh consistently.

What is the recommended solution by the Customer?

Provide an option in the Embedded SDK to expose or relocate the dashboard menu. For example:

  • A config flag like dashboardUiConfig: { hideMenu: true } combined with SDK methods such as refreshDashboard(), downloadDashboard(), setAutoRefresh(interval) that the host can bind to their own buttons.

  • Or a way to render the Preset menu outside the iframe (e.g., as a detachable component the host can mount wherever needed).

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  • +1