omni-content-explorer

Omni Content Explorer

Find, browse, and organize Omni content — dashboards, workbooks, and folders — through the Omni CLI.

Prerequisites

# Verify the Omni CLI is installed — if not, ask the user to install it
# See: https://github.com/exploreomni/cli#readme
command -v omni >/dev/null || echo "ERROR: Omni CLI is not installed."

# Show available profiles and select the appropriate one
omni config show
# If multiple profiles exist, ask the user which to use, then switch:
omni config use <profile-name>

# Confirm the active profile is authenticated and inspect your permissions:
omni whoami whoami

Auth: a profile authenticates with an API key or OAuth. If whoami (or any call) returns 401, hand off — ask the user to run ! omni config login <profile> (OAuth 2.1 browser flow; it blocks ~2 min on the browser). Don't run config login yourself in a headless/CI session (no browser → timeout); See the omni-api-conventions rule for profile setup (omni config init --auth oauth) and discovering command and request-body shapes with --schema.

Discovering Commands

omni content --help     # Content operations
omni documents --help   # Document operations
omni folders --help     # Folder operations

Tip: Use -o json to force structured output for programmatic parsing, or -o human for readable tables. The default is auto (human in a TTY, JSON when piped).

Known Issues & Safe Defaults

• omni content list --labels <name>[,<name>] filters dashboards and apps by label (CLI ≥ 1.5.0). Without --scope it returns organization content only, run it again with --scope restricted for a complete list. For workbook-only documents, which content list does not return, fall back to omni documents list --include labels -o json and filter client-side on the labels array.
• Some dashboard exports can fail before a job is created, for example with Cannot use 'in' operator to search for 'query_id' in .... If omni dashboards download returns an error and no job ID, do not call download-status or claim the export completed. Report the dashboard identifier, the exact API error, and that no downloadable job was created.

Searching Content

For "find the dashboard about X", reach for free-text search first (CLI ≥ 1.1.2):

omni content search --q "revenue" --limit 25

--q keywords are matched against names, descriptions, query names, folder names, labels, and creator names. --limit caps results at 1–25. Each result carries identifier, name, description, folderPath, tileNames, verified, and a ready-made url — link the user straight to it. Search covers dashboards and apps (CLI ≥ 1.5.0); each result's type is dashboard or app, and only dashboard results can be scheduled. Workbook-only documents don't surface here, so fall back to omni content list / omni documents list filtering when the target may not have a dashboard.

Browsing Content

List All Content

omni content list

With Counts and Labels

omni content list --include '_count,labels'

Filter and Sort

# By label (CLI ≥ 1.5.0) — comma-separated label names.
# Covers dashboards and apps; workbook-only documents are not returned by content list,
# so for those fall back to `omni documents list --include labels -o json` + client-side filter.
omni content list --labels "Weekly Digest,Finance"
omni content list --labels "Weekly Digest,Finance" --scope restricted   # the default scope is organization only

# By scope
omni content list --scope organization

# Sort by popularity or recency
omni content list --sort-field favorites

omni content list --sort-field updatedAt

Pagination

Responses include pageInfo with cursor-based pagination. Fetch next page:

omni content list --cursor <nextCursor>

Working with Documents

List Documents

omni documents list

# Filter by creator
omni documents list --creator-id <userId>

Each document includes: identifier, name, type, scope, owner, folder, labels, updatedAt, hasDashboard.

Important: Always use the identifier field for API calls, not id. The id field is null for workbook-type documents and will cause silent failures.

Get Document Queries

Retrieve query definitions powering a dashboard's tiles:

omni documents get-queries <identifier>

Useful for understanding what a dashboard computes and re-running queries via omni-query.

Folders

# List
omni folders list

# List only the caller's favorited folders (CLI ≥ 1.5.0; org-scoped keys must also pass --user-id)
omni folders list --include onlyFavorites

# Get a single folder (CLI ≥ 1.5.0). Returns the fields the API can set;
# owner and access still come from `omni folders get-permissions <folderId>`.
# 404 means the folder does not exist *or* the caller cannot view it.
omni folders get <folderId>

# Create
omni folders create "Q1 Reports" --scope organization

Labels

# List labels
omni labels list

# Find documents with a label
omni documents list --include labels -o json

# Add label to document
omni documents add-label <identifier> <labelName>

# Remove label
omni documents remove-label <identifier> <labelName>

# Add/remove labels on a folder in one atomic call (CLI ≥ 1.1.2).
# Labels must already exist in the organization.
omni folders bulk-update-labels <folderId> --body '{ "add": ["Q1"], "remove": ["Draft"] }'

Favorites

# Favorite a document
omni documents add-favorite <identifier>

# Unfavorite a document
omni documents remove-favorite <identifier>

# Favorite a folder (CLI ≥ 1.5.0). Both calls are idempotent.
omni folders add-favorite <folderId>
omni folders remove-favorite <folderId>

Dashboard and App Downloads

# Start download (async)
omni dashboards download <identifier> --body '{ "format": "pdf" }'

# Poll job status only after the start command returns a job ID
omni dashboards download-status <identifier> <jobId>

Formats: pdf, png

Apps download separately (CLI ≥ 1.5.0). omni dashboards download renders dashboards; a published app uses the parallel omni apps family. Same download → download-status → download-file async flow and the same body shape as dashboards download; a job is visible only to the user it runs as, so pass the same --user-id through all three calls when using an org-scoped API key.

omni apps download <identifier> --body '{ "format": "pdf" }'
omni apps download-status <identifier> <jobId>
omni apps download-file <identifier> <jobId>

Formats: pdf, png, xlsx, csv (full-app csv is a ZIP of one CSV per query). Queries on models the user cannot query are left out of the file without an error, so a file missing sheets is an access issue, not a failed job.

Alerts

An alert is a schedule with a condition on one tile of an existing dashboard: it runs on its cron and delivers only when the condition holds. Any user who can schedule the dashboard can create one; it needs no admin rights. Add conditionType (RESULTS_PRESENT, RESULTS_MISSING, RESULTS_CHANGED, RESULTS_UNCHANGED) and conditionQueryMapKey (the watched tile's key in queryPresentations.data) to the schedules create body; each requires the other. Confirm field names with omni schedules create --schema first.

• An alert sends messages to people. Confirm the recipients with the user before creating one.
• The tile decides whether the alert is useful. Shaping it is builder work: omni-content-builder → Tiles an alert can watch.

The condition table, a create example, and cron timing: references/alerts.md. For plain scheduled deliveries and recipients, see omni-admin → Schedules; to build or change the watched tile, see omni-content-builder.

URL Patterns

Construct direct links to content:

Dashboard: {OMNI_BASE_URL}/dashboards/{identifier}
Workbook:  {OMNI_BASE_URL}/w/{identifier}

The identifier comes from the document's identifier field in API responses. Always provide the user a clickable link after finding content.

Search Patterns

When scanning all documents for field references (e.g., for impact analysis), paginate with cursor and call omni documents get-queries <identifier> for each document. For field impact analysis, prefer the content-validator approach in omni-model-explorer.

Docs Reference

• Content API · Documents API · Folders API · Labels API · Dashboard Downloads · Schedules API

Related Skills

• omni-query — run queries behind dashboards you've found
• omni-content-builder — create or update dashboards
• omni-embed — embed dashboards you've found in external apps
• omni-admin — manage permissions on documents and folders