Data Sources

Overview

The My Cards screen is the main screen that shows after going to Data Sources within the app. Sometimes it is also called the Card View screen. Access it by clicking the My Cards button on the left navigation bar. This screen lets you see all the Audit and Journey cards with options to filter, search, sort, and group them.

Organizing Data Sources

You can filter, group, and sort cards to organize the cards.

Filtering

By default, all cards show up in the Data Sources screen, but when filtered, only the matching cards show. Filter by:

• Data Source Type
  • Audits (Number of created Audits will appear in parenthesis)
  • Journeys (Number of created Journey will appear in parenthesis)
• Data Source Schedule
  • Scheduled to Run
  • Currently Running
  • Not Scheduled
• Journey Run Status
  • Successful
  • Action Failure
  • Rule Failure
  • In Queue/Running
• Folder & Sub-folder
• Label
  • You can search by label name
• Creator
  • You can search by the creator's name
• Only show Monitored Journeys

Filtering on the check boxes hides or shows cards based on whether they are Audits or Journeys.

Filtering on labels allows you to further organize your cards in a variety of ways. Enter labels to filter the list of cards; entering more than one label narrows the filtered results to those that have all the terms.

Each card has a bar at the bottom of it to create and assign one or more labels, such as  discovery audits and large audits. A best practice is to keep the title of the card short and use labels to categorize it in as many ways as you need.

Entering a name in the Filter by Name box limits the list of cards to match by card title.

Want a guided in-app tour? Check out our  First Time User Walkthrough Note: You need to be logged into the ObservePoint app to start this walkthrough. 

Check Boxes

When you click on a check box on an Audit or Journey you can do the following: 

• Assign a Rule
• Add a Label
• Run Audits and/or Journeys
• Move Audits & Journeys to a Sub-folder
• Delete Audits and/or Journeys

Sort & Group

You can sort Audits and Journeys by

• Run Date
• Data Source Names
• Date Modified
• Date Created

You can group Audits and Journeys by:

• Folder & Sub-folder (formerly known as Domains) 
• Folder
• Sub-folders (formerly known as Domains) 
• Ungrouped

Creating and Editing a Folder and Sub-folder

Creating and editing domains is done inside an Audit or Journey. On the sub-folder selector inside the Audit or Journey edit screen, select the sub-folder from the drop-down list. Sub-folders are organized underneath folders; the folder you choose will determine the sub-folders available. If the sub-folder is not listed in a folder, create a new one by clicking the "create sub-folder" link. Enter the sub-folder name and data layer (if known). The new sub-folder will be available to any audit or Journey created in that folder.

• On the My Cards screen, group by folder & sub-folder
• Click the edit icon to change the folder, sub-folder name, or data layer
• Click the delete icon to remove the sub-folder entirely. Deleting a sub-folder will also delete all Audits or Journeys beneath it.

A sub-folder can only exist in a single folder. However, you can create the same sub-folder name in other folders. For example, the folder  Production Sites may contain the sub-folder mysite.com, and if any other folder contained a name called mysite.com, it would be a separate instance and the two domains would be completely unrelated.

Editing or deleting folders, sub-folders, and labels with Bulk Operations

As an Admin, you can modify folders, sub-folders, associated data layers, and labels under  Bulk Operations, found under Settings. This is helpful if you're wanting to make bulk changes, such as adding a new data layer object name to all of your sub-folders or deleting old/unused folders. 

Card or List View

To see the cards listed as full-sized cards or in a more compact list view, choose the view icons at the top right of the screen

Click the View buttons to toggle between full-sized or list view.

No Cards in a Folder

If there is not a sub-folder assigned to a folder, click on the ellipses icon and you can:

• Edit folder name
• Delete folder
• Create new sub-folder
• View/change folder sharing access (Admins only option)

Stopping a Run

Sometimes an audit needs to be stopped mid-run because of a configuration or other mistake. To stop the audit, click on the card's ellipsis menu and choose Stop & Discard while the audit is running. The audit will stop and the data from its run will be discarded. It cannot be stopped while it is inthe queue waiting to run. All data from the incomplete run is discarded.