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Create and Manage List

Estimated reading: 5 minutes 260 views

Infoveave StudioList allows you to create and manage a list of all columns generated through SQL Queries on any datasource within Infoveave.

All the List

  • You have created can be viewed under StudioList My List.
  • Shared with you under StudioShared List.

The Lists section will walk you through on how to

Create A New List

Prerequisites

  • You have created a SQL query on existing datasources from which you intend to generate the list.

To learn how to create a SQL query, go to the SQL Query section.

Follow the steps below to create a new List

  1. Click on StudioList . All Lists, created by you on existing datasources or those shared with you will be displayed.

  2. To create a new List, click on New List. 

  1. Select the related SQL query from the Data Report drop-down menu.
  2. Click Continue. 
List
  1. Assign a name to the new List .
  2. Give the List a description (if necessary).
  3. Select the Key Column for the List.
  4. Select the data ingestion type by the checking proper the radio buttons.
    • Reload
      • Allows a parent query to reload, which truncates and reloads the existing column data in the List.
    • Insert
      • The option allows to select and insert sub-query for a parent Query through the Select Insert Query field. This allows inserting new columns to the List without the need to altering the parent query.
    • Upsert
      • The option allows to select and add sub-query for a parent Query through the Select Upsert Query field.  It also allows for the selection of a key column for the insertion and updating of the List without the need to change the parent query through the filed Select Key Column.
  1. To save the List created, click Save.
    • The created List is now visible under StudioList .
  1. To begin importing the table data, click Sync .
New List
  • Check the Queries to learn more about writing and managing the SQL queries.

Manage List

You can manage the List available under Studio with the options to schedule, synchronize, view, edit, share, move to folder, add description and delete.

  1. To schedule an auto-synchronization of the data report with the list, click Schedule .
    • Select the frequency at which you want the schedule to be executed. Infoveave offers three different ways:
      • Every: when you want to schedule synchronization after certain fixed time. Ex: every 2 hours.
        • If you have selected Hours, select value from range 1-23 hours.
        • Whereas if you have selected Minutes, select value from range 1-59 minute
      • On: when you want to schedule synchronization only on fixed time in a day. Ex: morning 10 AM and evening 6 PM.
        • If you have selected Hours, select value from range 1-23 hours.
        • Whereas if you have selected Minutes, select value from range 1-59 minutes.
      • At: when you want to schedule synchronization at certain specific time. Ex: At 6:30.
        • If you have selected At, select Hours and Minutes from  drop-down list.
    • Select time zone from drop-down list.
    • After deciding time of the scheduled synchronization. Select days on which you want to execute the schedule. Infoveave offers three options such as Days of week, Days of month, Months. By default, Infoveave set to every day.
    • Click on Add Schedule to set a schedule for synchronization execution. Scheduled time will be displayed in a tabular form.
    • If you want to delete scheduled time, Click .
  • On the same list, you can create multiple schedule calendars.
  • Prior to saving the schedule, always click “Add Schedule”. 
  • To prevent the schedule from running on stated holidays, check the “holiday” option.
  • Check the Holiday Calendar to learn more about scheduling the holidays.
  1. Click Sync to import the table data to the List manually at any point.
    • The pop-up alerts for the synchronization appear in the bottom right corner.
  1. click View on the desired List to see the column list.
    • The View details the recent synchronization period, the number of rows under display, and the option to download the column data.
    • To download the Column data click on Download.
  1. To edit the List click on Edit .
    • Update the SQL query, rename the list, or add a description using the edit feature.
  1. Share the List with the team/role from the share option. Choose between the options
    • To share with the users, select the “share with users” tab. Pick the user(s) with whom the List needs to be shared from the share dialogue box.
    • Choose the “share with role” tab to make a targets and thresholds available to a certain work role. From the dialog box, choose a role.
    • Select the users from the presented list of users.
      • If you wish to share your List with all, then select Share With Everyone.
    • Select the user from the available list and click  to share the List.
    • To remove a particular user/role from the shared list, select the user/role and click  .

    • Click Save to share your List with the selected users.

      • Shared personals receive a notification after the successful share.
    • To unshare a List, just unselect users or uncheck the Share With Everyone.
  1. To move to a folder, create a folder by clicking the New Folder option, then drag the List into the desired folder using the drag-and-drop feature.
    • You may also choose a folder from a drop-down menu by clicking the folder symbol on the List.
  1. Click “Add Description” and fill out the description details to add a description to the List.
    • Select the Editor Type.
    • Add necessary Tags (if required).
    • Add Description and Content.
    • Click Ok
  1. If you want to delete List, click on Delete .
    • Type in “delete‘ in the text box.
    • Click Yes.

Unshare a shared list to delete it from My Lists under Studio.