Infoboards

Infoboards in Infoveave is a powerful feature that enables you to configure, create, share, edit, and manage your Infoboards effectively. Here’s an in-depth guide your Infoboards:

1. Overview

Infoboards in Infoveave is a powerful feature that enables you to configure, create, share, edit, and manage your Infoboards effectively. Here is an in-depth guide Infoboards:

2. Create Infoboard

The process of creating Infoboard

To create an Infoboard, navigate to Studio Infoboards.
- All Infoboards, created by you or shared with you will be displayed under My Infoboards and Shared Infoboards.
To create a new Infoboard, click on New Infoboard. It opens up the collection of ready to use templates.

Note

In order to create any Infoboard, it is necessary, you have configured the datasource in Infoveave or have the raw dataset ready.

Choose a layout:
- Select a template from the list of available options.
- If you want to start your Infoboard design from scratch, click on Blank Template tab.
- Select the desired layout for your Infoboard, such as a Grid Layout or a Designer Layout.
  - This determines how your widgets and visualizations will be arranged.

Note

Please be aware that the Grid layout does not include a Layering panel for arranging widgets. If you require advanced layering capabilities for your Infoboard, it is recommended to choose the Designer layout instead.

Add a descriptive name for your Infoboard.
- Enter the desired name in the designated field or textbox under Setup in the Customization Panel.
Once you have named your Infoboard, click on the Save button.
Drag and drop widgets:
- Open the component panel that contains various widgets.
- Drag and drop widgets onto your Infoboard canvas to add them.
Configure and customize widgets:
- Select a widget on the canvas to access its configuration options.
- Customize the widget’s data source, appearance, and behavior as needed.
- Layer multiple widgets on top of each other to create visually appealing visualizations.
Save your Infoboard periodically as you make customizations.
Click on the View icon to view the dashboard.

Note

To learn more in detail about creating Infoboard, visit Create Infoboard

3. Clone Infoboard

Duplicating or cloning Infoboards in Infoveave can save you time and effort, especially when you want to create similar data presentations with minor variations.

Locate the Infoboard you want to clone.
Click on the Clone button associated with the Infoboard.

- After clicking “Clone,” a prompt will appear that allows you to provide a name for the cloned Infoboard.

Enter a name for the cloned Infoboard.
Click the Save button to create the cloned Infoboard.

- The cloned Infoboard will now be available in your list of Infoboards. You can customize the cloned Infoboard by adjusting settings, filters, date ranges, or any other configurations to suit your needs.

4. Edit Infoboard

To edit a Infoboard in Infoveave, follow these steps:

Find the Infoboard you want to edit in the Infoboard Manager.
Click on the Edit icon for the specific Infoboard you wish to edit. You will be redirected back to the designer view to edit the Infoboard.
Modify the widgets of your Infoboard to make it more descriptive and relevant (if required).
Modify the Date range for the Infoboard (if required).

- Choose one of the following options to specify the date range for the Infoboard:
  - Default: Uses the default date range settings.
  - Fixed Dates: Allows you to set a specific date range.
  - No Date: Removes the date range filter.

Edit the linked jobs to the Infoboard (if required).
Edit the Infoboard Dimension Filters or choose new one to match your requirement.
Click the Save button to save your changes.

5. Share Infoboards

Sharing options such as sharing with specific users or roles provide control and flexibility in sharing the Infoboards to the right audience, ensuring efficient utilization and leveraging of the feature.

You can share your Infoboards with other users or roles in Infoveave. Follow these steps to share your Infoboards:

Click on the Share icon to share the Infoboards with the team/role.
Select between the available options: Share with User or Share with Role.
If you choose Share with some User, go to the Share with Users.
- From the share dialogue box, select the user(s) you want to share the Infoboards with.
If you want to share the Infoboards with all users, select the Share With Everyone option.

Note

Share with Everyone options give the access of the shared entity to all users along with new users.

If you choose Share with Role, switch to the Share with Role.
- Pick the roles you want to share the Infoboards with from the share dialogue box.
To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
Click Save to share your Infoboards with the selected users/roles.

Note

Shared individuals will receive a notification after the successful share.
To stop sharing, simply unselect the users/roles.

Tip

Share icon will be Blue in color when shared will all.
Share icon will be Green in color when shared will a few.

6. Synchronize Shared Infoboard

Find the Infoboard you want to Sync in the Infoboard Manager.
To synchronize the shared Infoboards click on Sync Infoboards .
If you want to synchronize the Infoboard with all users who have access to it, select the Sync with Everyone option.
Select the individuals or roles you want to synchronize the Infoboard with from the list of All Shared Users and move them to the Sync With list.
Click Yes to update.

Note

Infoboard options (such as filters, date range, widget transparency) for the users seleted will be synchronised to have Infoboard owners' options.

7. Move to Folder

Organize your Infoboards by easily moving them to designated folders.

To organize your Infoboards under folders, follow these steps:

Select the Infoboards you want to move by clicking on the Move to Folder icon.
Choose the desired folder from the dropdown menu.
Click the Save button to finalize the move.

Tip

Alternately, you can drag and drop a Infoboard to any folder, to add it to that specific folder.
You can also remove a Infoboard from a folder by dragging it outside the folder.

8. Add Description

When creating a Infoboard in Infoveave, you can add descriptions to provide more information. You can choose between, the Rich Text Editor or the Markdown Editor, to write and format your descriptions. This allows you to provide tags, short description, or contents about the purpose and usage of your Infoboard.

To add a description to your Infoboard, follow these steps:

Select the desired Infoboard.
Click on the Add Description option.
Choose the type of editor you prefer: Rich Text Editor or Markdown Editor.
Fill in the necessary information in the provided fields:
- Tags: Add any relevant tags to categorize your Infoboard.
- Description: Enter a description that provides a brief overview or explanation of the Infoboard.
- Content: Include any additional details or notes related to the Infoboard.
Click Save to save the description.

Tip

The Modal automatically converts text to Markdown language and vice versa, allowing more choice to the users.

Note

The Markdown Editor allows you to use simple text formatting syntax to format your description.

Use asterisks (*) or underscores (_) to emphasize text.  For example, *italic* or _italic_ will appear as italicized text.
Use double asterisks (**) or double underscores (__) for bold text.    For example, **bold** or __bold__ will appear as bold text.
Create lists by starting each line with a dash (-) or an asterisk (*), followed by a space.
Add hyperlinks using square brackets [ ] and parentheses ( ) for the URL.   For example, [Link](https://www.example.com) will create a clickable link.
  Other formatting options include headers, blockquotes, code snippets, and more. Refer to any Markdown syntax guides for additional details.

9. Delete Infoboard

To delete a Infoboard in Infoveave, follow these simple steps:

Find the Infoboard you want to delete.
Click on the Delete icon .
Type the specified text from the warning message in the provided text field.
Alternatively, you can copy the text from the icon and paste it in the text field.
Once you have entered the correct text, click on Delete.

Alert

You cannot delete a shared Infoboard. You must remove the sharing of the Infoboard to delete.
Please be cautious when deleting a Infoboard , as it cannot be recovered once deleted.

Studio

Infoboards