Managing Lists

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

Viewing a list

To view the List in Infoveave, follow these steps.

1. Navigate to Studio Lists.
2. Click on the View icon.
3. You are redirected to the List View page.
4. To search for a specific dimension item within the List
   • Click on the relevant dimension text box.
   • A drop-down menu appears, showcasing available dimension items.
   • Select the desired dimension item from the menu.
   • Click the Search button to filter the List View according to your chosen dimension item.
5. To download the List, click on the Download option.
   • The List is downloaded as an Excel (.xlsx) file.
6. To edit the List, click on the Edit icon.

Synchronizing a List

To synchronize a List in Infoveave, follow these steps.

1. Navigate to Studio Lists.
2. Find the specific List that you want to synchronize.
3. Click on the Synchronize icon associated with the List.

Editing a List

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

To modify a List in Infoveave, follow these steps.

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

Sharing a List

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

Moving to a Folder

Organize your List by easily moving it to designated folders.

To organize your List under folders, follow these steps.

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

Tip

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

Deleting a List

To delete a List in Infoveave, follow these simple steps.

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

Caution

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