Manage List

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

Your Lists can be managed with the options to Schedule, Synchronize, Edit, Share, Move to Folder, Add Description, and Delete.

Creating Lists

To learn about creating Lists, visit Creating Lists.

Schedule

1. To schedule an auto-synchronization of the data report with the list, click Schedule.
2. 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 minutes.
   • 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.
3. Select Time Zone from drop-down list.
4. 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.
5. Click on Add Schedule to set a schedule for synchronization execution. Scheduled time will be displayed in a tabular form.
6. If you want to delete a scheduled time, click Delete.

Note

• 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 “Do not run on holiday” option.

Synchronize List

To Synchronize List in Infoveave, follow these steps

1. Find the specific List that you want to Synchronize.
2. Click on the Synchronize icon associated with the List.

Edit List

Edit the List to ensure that they reflect the desired modifications and meets your evolving requirements.

To modify a List in Infoveave, follow these steps

1. Find the specific List that you want to edit.
2. Click on the Edit icon associated with the List.
3. After making the necessary modifications, click on the Save button to save your edits.

Share List

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

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

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

Move to Folder

Organize your List by easily moving them to designated folders.

To organize your List under folders, follow these steps

1. Select the List 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 a List to any folder, to add it to that specific folder.
• You can also remove a List from a folder by dragging it outside the folder.

Add Description

When using List 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 Workbook.

To add a description to your List, follow these steps

1. Select the desired List.
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 List.
   • Description Enter a description that provides a brief overview or explanation of the List.
   • Content Include any additional details or notes related to the List.
5. 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 will create a clickable link.
• Other formatting options include headers, blockquotes, code snippets, and more. Refer to any Markdown syntax guides for additional details.

Delete List

To delete a List in Infoveave, follow these simple steps

1. Find the List 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, as it cannot be recovered once deleted.