Add edit and remove entities#

View workspace entities#

To display an overview of all the entities belonging to a workspace :

  1. In the left navigation bar, go to Workspaces Workspaces icon > VIEW ALL.

  2. In the workspace overview, click the workspace whose entities you want to examine to open it.

  3. In the top navigation bar click Intelligence > ${workspace_name} > Browse > Entities.

  4. In the entity overview you can click Filter to show the available quick filters for the workspace entity overview.

Add entities#

To add an entity to an existing workspace, add it to a dataset that is part of the workspace you want to add the entity to.

If the destination workspace had no datasets yet, or if it does not contain a suitable dataset for the entity, you can create a new dataset on the fly and add it to the workspace.

To add an entity to a workspace :

  1. Go to one of the following views to see a list of entities. In the left navigation bar, select:

    • Search Search icon > GO TO SEARCH AND BROWSE > Entities

    • Create + > VIEW PRODUCTION > Published

    • Discovery Discovery icon

    • Exposure Exposure icon

  2. In the entity overview browse to the entity you want to add to a workspace, and then click the corresponding checkbox.

  3. Click the menu icon in the row corresponding to the entity you want to add to a workspace.

  4. From the drop-down menu select Add to dataset

  5. On the pop-up dialog select a destination workspace from the Workspace drop-down menu. To remove a selection, go to the item(s) you want to remove, and click the cross icon .

  6. From the Dataset drop-down menu select a target dataset to add the entity to. If the destination workspace had no datasets yet, or if it does not contain a suitable dataset for the entity, select Create new dataset, and then assign it a name under New dataset name.

  7. To add the entity to the selected dataset and workspace, click Add to dataset. A pop-up notification message confirms the operation.

Add multiple entities at once#

To add multiple entities at once :

  1. In the entity overview browse to the entities you want to add, and then click the corresponding checkboxs. On the overview header section a counter helps you keep track of the total amount of selected items.

  2. On the overview header section click Add to > Dataset.

  3. On the pop-up dialog select a destination workspace and a dataset in the same way as you would when adding a single entity.

Pin entities to the front page#

If a workspace is listed, you can pick selected entities and pin them, so that they are included in the public dashboard, and any signed-in Intelligence Center users can view summary information about them.

To pin an entity to the front page and make it visible through the listed workspace public dashboard :

  1. In a workspace, go to Browse > Entities.

  2. In the entity overview browse to the entity you want to pin to the public dashboard of the workspace, and then click the corresponding checkbox.

  3. Click the menu icon in the row corresponding to the entity you want to pin and add to the public dashboard.

  4. From the drop-down menu select Pin to front-page.

The entity is added to the public dashboard of the workspace, under Entities. Any signed-in Intelligence Center users can view summary information about it.

Unpin entities from the front page#

To remove an entity from the workspace public dashboard, and to make it available only to the workspace collaborators:

  1. In an open workspace, go to Browse > Entities.

  2. In the entity overview browse to the entity you want to unpin from the public dashboard of the workspace, and then click the corresponding checkbox.

  3. Click the menu icon in the row corresponding to the entity you want to unpin and remove from the public dashboard.

  4. From the drop-down menu select Unpin from front-page.

The entity is removed from the public dashboard of the workspace. Signed-in Intelligence Center users who are not collaborators of the workspace cannot view it any longer.

Edit entities#

To {doc}`edit an entity </work-with-intelligence/entities/edit-entities> in a workspace :

  1. In the left navigation bar, go to Workspaces Workspaces icon > VIEW ALL.

  2. In the workspace overview, click the workspace containing the entity.

  3. On the workspace dashboard browse to the Entities section, and then click the entity title to open it.

  4. In the entity detail pane, click Actions > Edit. Alternatively: In the entity detail pane, click on an input field to apply inline edits on the fly.

Remove entities#

To remove an entity from a workspace, remove it from the workspace dataset it belongs to:

  1. In the left navigation bar, go to Workspaces Workspaces icon > VIEW ALL.

  2. In the workspace overview, click the workspace containing the entity.

  3. On the workspace dashboard browse to the Entities section, and then click the entity title to open it.

  4. In the entity detail pane, click Actions > Edit.

  5. On the entity edit page browse to the Workflow section.

  6. Dataset holds the selected datasets the entity belongs to. To remove a selection, go to the item(s) you want to remove, and click the cross icon X.

    The entity is removed from the selected dataset(s).

    If the entity is not included in other datasets that are part of the workspace you want to remove the entity from, the entity is also removed from the workspace.