Lists Toolbar

Need Help

If you’re unsure about how to create a list in Infoveave, you can always get assistance by clicking the Need Help button. Upon clicking the button, you’ll be directed to a visual walkthrough on how to create a list.

• Select data report or query Start a new List in Infoveave by selecting a related SQL query or data report from the drop-down. This step establishes the foundation for the List by determining the Datasource.
• Define data ingestion type Define the data ingestion type by checking the appropriate radio buttons. This step determines how data is ingested into the List and sets the stage for data management and updates.
• Save List Save the List configuration to ensures that the List, including selected Datasources and configurations, is stored appropriately for future reference and analysis.
• Synchronize List Customize the widgets on your Infoboard to tailor the appearance of selected widgets and meet specific data visualization needs.

Search

The Search Bar at the top-right of the screen allows you to quickly locate any list within the platform. Simply enter keywords related to the name of the list or any part of the content you’re searching for.

Card View

When you click on the Card option in the layout filter, the items are displayed in a card-based view, which is the default layout for organizing lists. This layout provides a more visual representation of the lists and folders, making it easier to identify and organize items.

List View

When you click on the List option, the layout changes to a table view, which displays the items and folders in a more detailed, structured format. This layout is ideal for users who prefer seeing data in rows and columns, allowing for quick access to information such as the item name, type, creation date, last update date, and more.

New Folder

To organize your items and lists more efficiently, you can create a new folder. Here’s how to do it

1. Click the New Folder button, this will open a popup where you can configure your new folder.
2. In the popup that appears, you’ll be prompted to enter a name for your new folder. Choose a name that helps you identify the folder’s purpose or contents, such as “Reports” or “Financial Data.”
3. After entering the folder name, click the Save button to create the folder. The new folder will appear under Folders section.

Export List

The Export List feature allows users to download a structured file containing all available lists within the system. This functionality enhances data management by enabling easy access, sharing, and analysis of list records.

New List

Here are some steps to create new list

1. Click on New List button.
2. A popup will appear asking to select data report.
3. After selecting the data report , click on continue.
4. After this we need to enter the name ,description, Keycolumn for List and click on save button.