LogoLogo
Platform
  • Welcome to Infinity - The Gen AI Platform for Business Intelligence
  • Interactive Quick Start Guide
  • Comprehensive User Guide
    • 1. Connecting Your Data
      • Uploading Files as a Datasource
      • Connecting to Databases and Cloud Data Sources
      • AI-Powered Context Generation Wizard
      • Managing Data Sources
      • Supported Data Connectors
    • 2. Charts
      • Creating Charts
        • AI Chart Builder
        • Drag-Drop Builder
        • Data Explorer
      • Chart Customization
        • Chart Configuration Basics
        • Intent and Its Role in Chart Generation
        • Modifying Selected Data Sources and Tables
        • Understanding and Editing the SQL Query
        • Changing the Chart Type
        • Modifying Data Components
        • Using Pivoting for Multi-Dimensional Analysis
        • Applying Filters
        • Customizing Chart with Advanced Editor Panel
          • Styles
            • Chart Background
            • Titles
            • Legend
            • Grid
            • X-Axis
            • Y-Axis
            • Secondary Y-Axis
            • Series
          • Sharing
          • Prompts
          • JS (Code Mode)
        • Using AI Chatbot for Quick Modifications
      • Featured Chart Examples
        • Line/Bar/Column/Scatter Chart
        • Combo Chart
        • Stacked Area/Bar/Column Chart
        • 100% Stacked Column/Bar/Area Chart
        • Pie Chart
        • Metric Chart
        • Bubble Chart
        • Geo Chart
        • Geo with Makers Chart
        • Sankey Chart
        • Histogram Chart
        • Annotation Chart (ToDo)
        • Table Chart
        • Tree Map Chart
        • Timeline Chart (todo)
        • Gauge Chart (todo)
        • Custom Charts
      • Managing Charts
      • Accessing Charts
      • Chart Actions
    • 3. Storyboards
      • Creating Storyboards
      • Storyboard Customization
      • Managing Storyboards
      • Accessing Storyboards
      • Storyboard Actions
    • 4. Feed Page
    • 5. Curated Page
    • 6. Beacons: Working with Unstructured Data
      • Beacon : Basics
      • Creating Beacons
      • Accessing Beacon Data
      • Managing Beacon
    • 7. User and Access Management
      • Inviting Colleagues
      • Approving Join Requests
      • Roles
      • Orgs
      • Distribution Lists
      • Layouts
    • 8. Site Customization
    • 9. Subscriptions
      • Scheduled Emails
      • Event Based Notifications (Alerts)
      • Managing Alerts and Scheduled Emails
    • 10. Profile and settings
    • 11. Making the Most of Infinity's AI-Powered Features
    • 12. Advanced Topics
      • Chart Variables
      • Custom Computes for Event Based Subscriptions
      • Drill-down or Reference Charts
      • Custom XLS Template
      • Custom PPT Template
      • Editing the Chart JavaScript
    • 13. Getting Additional Help
      • Video Resources
      • Best Practices
      • FAQs
        • Error while creating chart
        • User not able to access Charts
        • Unable to Create a DataSource
        • Hard Reset/Reloading the browser
      • Contact Support
  • Topics to address
Powered by GitBook
On this page
  • 1. Accessing the Storyboard Management Page
  • 2. Creating a New Storyboard
  • 3. Editing an Existing Storyboard
  • 4. Copying a Storyboard
  • 5. Deleting a Storyboard
  • Best Practices for Managing Storyboards
  1. Comprehensive User Guide
  2. 3. Storyboards

Managing Storyboards

1. Accessing the Storyboard Management Page

To manage storyboards, follow these steps:

  1. Navigate to the Settings Menu

    • Click on the Settings (⚙️) icon in the sidebar.

    • Select "Storyboards" from the menu.

  2. Storyboard List View

    • You will be taken to the Storyboard List View page.

    • Here, you can view all existing storyboards along with their ID, name, creator, last updated information, and modification options.


2. Creating a New Storyboard

To add a new storyboard, follow these steps:

  1. Click on the "Add Storyboard" button at the top.

  2. A new storyboard creation page will open where you can configure settings, add charts, and define layout.

  3. Once done, click "Save" to publish the storyboard.


3. Editing an Existing Storyboard

If you need to edit an existing storyboard, follow these steps:

  1. Locate the storyboard in the list.

  2. Click on the Storyboard Name to open it in edit mode.

  3. Modify the storyboard layout, add/remove charts, update settings, and save changes.


4. Copying a Storyboard

To duplicate a storyboard, follow these steps:

  1. Click on the three-dot menu (⋮) next to the storyboard you want to copy.

  2. Select "Copy" from the dropdown menu.

  3. A duplicate storyboard will be created with the same charts and settings, which you can edit separately.


5. Deleting a Storyboard

To permanently delete a storyboard, follow these steps:

  1. Click on the three-dot menu (⋮) next to the storyboard.

  2. Select "Delete" from the dropdown.

  3. Confirm the deletion when prompted.

  4. ⚠️ Warning: Deleted storyboards cannot be restored. Once deleted, all related settings and configurations are permanently removed.


Best Practices for Managing Storyboards

✅ Keep your storyboards organized by naming them clearly. ✅ Duplicate before making major edits if you want to keep a backup. ✅ Be cautious when deleting storyboards, as this action cannot be undone. ✅ Review permissions before sharing or modifying storyboards to ensure the right users have access.

With these management tools, you can efficiently create, modify, and organize your storyboards in Infinity! 🚀

PreviousStoryboard CustomizationNextAccessing Storyboards

Last updated 3 months ago