Manage Infoboards

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 to Infoboards

Create Infoboards aligning with your data storytelling goals.

Creating Infoboard

To learn about create infoboard, visit Creating Infoboard.

View Infoboard

Click on View Infoboard to grab all the information.

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.

1. Locate the Infoboard you want to clone.
2. Click on the Clone icon associated with the Infoboard.After clicking “Clone,” a prompt will appear that allows you to provide a name for the cloned Infoboard.
3. Enter a name for the cloned Infoboard.
4. 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.

Edit Infoboard

To edit an Infoboard in Infoveave, follow these steps

1. Find the Infoboard you want to edit in the Infoboard Manager.
2. 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.
3. Modify the widgets of your Infoboard to make it more descriptive and relevant (if required).
4. 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.
5. Edit the linked workflows to the Infoboard (if required).
6. Edit the Infoboard Dimension Filters or choose a new one to match your requirement.
7. Click the Save button to save your changes.

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

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

Note

• Share with Everyone options give the access of the shared entity to all users along with new users.
• Shared individuals will receive a notification after the successful share.
• To stop sharing, simply unselect the users/roles.
• Share icon will be Blue in color when shared with all.
• Share icon will be Green in color when shared with a few.

Synchronize Shared Infoboard

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.

1. Find the Infoboard you want to Sync in the Infoboard Manager.
2. To synchronize the shared Infoboards click on Sync Infoboards.
3. If you want to synchronize the Infoboard with all users who have access to it, select the Sync with Everyone option.
4. 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.
5. Click Yes to update.

Note

Infoboard options (such as filters, date range, widget transparency) for the users selected will be synchronized to have Infoboard owners’ options.

Move to Folder

Organize your Infoboards by easily moving them to designated folders.

To organize your Infoboards under folders, follow these steps

1. Select the Infoboards 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.

Tip

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

Add Description

When creating an 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 descriptions, or contents about the purpose and usage of your Infoboard.

To add a description to your Infoboard, follow these steps

1. Select the desired Infoboard.
2. Click on the Add Description option.
3. Choose the type of editor you prefer- Rich Text Editor or Markdown Editor.
4. 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.
5. Click Save to save the description.

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 will create a clickable link. Other formatting options include headers, blockquotes, code snippets, and more. Refer to any Markdown syntax guides for additional details.

Tip

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

Delete Infoboard

To delete an Infoboard in Infoveave, follow these simple steps

1. Find the Infoboard 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

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