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FinTech Studios App - Sharing in Teams

Sharing within Microsoft Teams is a great way to communicate with other team members. The FinTech Studios App allows easy sharing, both into chat sessions and into specific Teams. Due to the use of Link Unfurling and Teams specific sharing options, the results create a rich set of Adaptive Cards that are directly usable by the Teams user.

Sharing an Article

Every Article contains the share icon in the lower right corner of the article box.

Article Share

Clicking on the share icon will give you the Article Share Menu.

Article Share Menu

Tip

If you know exactly where you are going to share, you can click on Copy Link from the menu and past the resulting URL into the chat session or Team where you want to share.

Click on Microsoft Teams to share into a Team Posts Tab or into a Teams Chat session. This will open up the Share Dialogue for Teams.

Teams Share Dialogue

Enter the Recipients into the top input box. A Recipient can be a Teams Channel or a Chat with a person or group.

Teams Share - Recipient

Choose from the list of potential targets.

Teams Share - Selected

You can enter a message to be included with the shared article. Press SHARE when you are finished.

Teams Share - Shared

Click on to go to the location where the message was shared or click on CLOSE to end the dialogue.

Teams Share - Message

THe result is an Adaptive Card in the location specified.

Sharing a Filter

Filters can be shared with Teams channels or chat sessions. Sharing of a filter is done from the Edit page associated with a filter. Click on the News tab in the FTS App.

FTS App File Tab

Select the Filter you would like to share and then click on the Edit menu item under the Filter name.

Filter Share - Edit

This will open up the editor.

Note

You can only share a Public Filter. If the Public/Private switch (next to the Share button) is set to Private, click on it to switch it to public.

Click on the SHARE button which will open up the Share dialogue.

Filter Share - Menu

Tip

If you know exactly where you are going to share, you can click on Copy Link from the menu and past the resulting URL into the chat session or Team where you want to share.

Click on Microsoft Teams to share into a Team Posts Tab or into a Teams Chat session. This will open up the Share Dialogue for Teams.

Teams Share Dialogue

Enter the Recipients into the top input box. A Recipient can be a Teams Channel or a Chat with a person or group.

Teams Share - Recipient

Choose from the list of potential targets.

Teams Share - Selected

You can enter a message to be included with the shared article. Press SHARE when you are finished.

Teams Share - Shared

Click on to go to the location where the message was shared or click on CLOSE to end the dialogue.

Teams Share - Message

THe result is an Adaptive Card in the location specified.

Sharing a Dashboard

Personal Dashboards can be shared with Teams channels or chat sessions. Begin by clicking on Dashboards

Teams Share - Dashboard Tab

Find and click on the dashboard you want to share in the left menu.

Teams Share - Dashboard

The SHARE button will be located to the right of the dashboard name. Click on it to begin the share dialogue.

Note

Only Personal Dashboards can be shared. These are the ones listed under the My Dashboard drop down menu. To share a Curated Dashboard

Team Share - Dashboard Menu

Tip

If you know exactly where you are going to share, you can click on Copy Link from the menu and past the resulting URL into the chat session or Team where you want to share.

Click on Microsoft Teams to share into a Team Posts Tab or into a Teams Chat session. This will open up the Share Dialogue for Teams.

Teams Share Dialogue

Enter the Recipients into the top input box. A Recipient can be a Teams Channel or a Chat with a person or group.

Teams Share - Recipient

Choose from the list of potential targets.

Teams Share - Selected

You can enter a message to be included with the shared article. Press SHARE when you are finished.

Teams Share - Shared

Click on to go to the location where the message was shared or click on CLOSE to end the dialogue.

Teams Share - Message

THe result is an Adaptive Card in the location specified.


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Last update: February 16, 2022
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