Using the Action Bar

With the new import experience also comes a new way to manage your dataset, the asset action bar. The action bar will appear on a datasets Primer page, the data table, working copies, and revision drafts. This bar will replace the tasks once performed in the Manage tab of the data table. It will now be easier to create drafts, share with collaborators, and manage your audience.

The Action Bar

Below you can see the action bar on a published dataset and all of the options that are available using the bar. 



1. The Asset Title

The title of your dataset as defined when the dataset is created.

2. Publication Stage

This will let you know if you are viewing a Published dataset or a Draft of a dataset. 

3. Edit/Publish

This option will allow you to either create a draft of a dataset (when the dataset is published) or publish a draft of the dataset.

When in a published dataset, to create a draft (working copy) of the dataset, simply click this Edit button. This can be done from either the Primer page or from the Data Table. This is replacing the legacy workflow of selecting the yellow Edit button in the data table.

When you are ready to publish your dataset, select Publish (for new datasets) or Update (for existing datasets). Clicking Update will immediately replace the existing dataset with your new data or metadata.

4. Manage the Dataset

Selecting this menu will bring up several management options. Using this option you can Manage Audience, which will allow you to switch the dataset between Public and Private. The transfer Ownership option will allow you to transfer the dataset to another Socrata user. And finally, this is where you will now be able to Delete the asset.

In drafts, your options will be only to either View the published version of the dataset (when applicable) or to delete the draft.

5. Manage Collaborators

The last option in the AAB is to Manage Collaborators. This is where you can add collaborators to the dataset with the access level of Viewer, Contributor or Co-Owner. To do so you can just add the names or email address of the user, the dataset role, and select Add. Note that this field is case-sensitive. Once all of your changes are made just click to Save. There are some changes to these rights which you can read more about here.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.