Managing Infoboards

Infoboard in Infoveave lets you easily configure, create, share, edit, and manage your Infoboards. This guide gives you a detailed overview of how to use Infoboards effectively.

Creating an Infoboard

To learn how to create an Infoboard, visit Creating Infoboard.

Viewing an Infoboard

To learn how to view an Infoboard, visit Viewing Infoboard .

Cloning an Infoboard

Cloning Infoboards in Infoveave helps you save time and effort, especially when you want similar data presentations with only minor differences.

1. Find the Infoboard you want to clone.
2. Click the Clone icon for that Infoboard. A prompt appears where you enter a name for the cloned Infoboard.
3. Enter the name for the cloned Infoboard.
4. Click Save to create the cloned Infoboard. It now appears in your list of Infoboards. You can customize it by adjusting settings, filters, date ranges, or other configurations as needed.

Editing an Infoboard

To edit an Infoboard in Infoveave, follow these steps

1. Find the Infoboard you want to edit.
2. Click the Edit icon. You return to the designer view.
3. Update the widgets to make the Infoboard more relevant and descriptive if needed.
4. Update the date range if required. Choose from
   • Default uses the default date settings
   • Fixed Dates lets you set a specific date range
   • No Date removes the date range filter
5. Edit any workflows linked to the Infoboard if needed.
6. Update the Infoboard’s Dimension Filters or select a new one.
7. Click Save to apply your changes.

Sharing Infoboards

To share your Infoboard or Widget outside your organization, visit Share Infoboard or Widget publicly.

Sharing with specific users or roles in your organization gives you control and flexibility to ensure your Infoboards reach the right audience.

To share your Infoboards internally

1. Click the Share icon for the Infoboard.
2. Choose between Share with User or Share with Role.
3. If you choose to share with specific users, select the user(s) you want.
4. To share with all users, select Share With Everyone.
5. If you choose to share with roles, select the roles from the dialog box.
6. To remove users or roles, uncheck their corresponding checkboxes.
7. Click Save to complete the sharing process.

Note

• The Share icon appears Blue when shared with everyone.
• The Share icon appears Green when shared with selected users or roles.

Moving to a Folder

You can keep your Infoboards organized by moving them into designated folders.

To move an Infoboard into a folder

1. Click the Move to Folder icon for the Infoboard(s) you want to move.
2. Select the destination folder from the dropdown.
3. Click Save to confirm the move.

Tip

• You can also drag and drop an Infoboard into a folder.
• To remove an Infoboard from a folder, click the Move to Folder icon and select the Root folder.

Deleting an Infoboard

To delete an Infoboard in Infoveave, follow these simple steps

1. Locate the Infoboard you want to delete.
2. Click the Delete icon.
3. Type the specified text from the warning message into the text field.
4. Alternatively, copy the text from the icon and paste it into the field.
5. Once the correct text is entered, click Delete.

Caution

• You cannot delete a shared Infoboard. First, remove its sharing permissions.
• Be cautious, deleted Infoboards cannot be recovered.