Managing Datasources

The “Manage Datasources” provides comprehensive control over your Datasources, allowing you to organize, customize, and share them efficiently. Here’s a brief overview of the various management options available for your Datasources Manager

Uploading Data

To learn about Upload data, visit Upload data

Editing Datasources

Edit the Datasources to ensure that it reflects the desired modifications and meets your evolving requirements.

To modify a Datasource in Infoveave, follow these steps

1. Find the specific Activity that you want to edit.
2. Click on the Edit icon associated with the Datasource.This will open the Datasource, allowing you to make changes.
3. After making the necessary modifications, click on the Save button to save your edits.

Sharing Activities

Sharing options in Infoveave Datasource, such as user and role-based sharing, ensure efficient distribution and utilization of Datasource among the intended audience.

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

1. Click on the Share icon to share the Datasource with the team/role.
2. Select between the available options- Share with User or Share with Role.
3. If you choose Share with User, select the user(s) you want to share the Datasource with.
4. If you want to share the Datasource with all users, select the Share with Everyone option.
5. If you choose Share with Role, pick the roles you want to share the Datasource with from the share dialogue box.
6. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
7. Click Save to share your Datasource with the selected users/roles.

Moving to Folder

Organize your Datasource by easily moving them to designated folders.

To organize your Datasource under folders, follow these steps

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

Note

• You can drag and drop a Datasource to any folder, to move it to that specific folder.
• You can also remove a Datasource from a folder by clicking on move to folder icon and selecting Root folder.

Description

When using Datasource 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 Datasource.

To add a description to your Datasource, follow these steps

1. Select the desired Datasource.
2. Click on the Add Description option.
3. Select the Rich Text Editor.
4. Fill in the necessary information in the provided fields
   • Tags Add any relevant tags to categorize your Datasource.
   • Description Enter a description that provides a brief overview or explanation of the Datasource.
   • Content Include any additional details or notes related to the Datasource.
5. Click Save to save the description.

Note

The editor automatically converts text in Markdown language to the relevant text format.

Deleting Datasource

To delete a Datasource in Infoveave, follow these simple steps

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

Caution

Please be cautious when deleting a Datasource, as it cannot be recovered once deleted.