Help Centre

Managing feeds

Feeds repo

Quantemplate's newsfeed-style repos provides a live view of your inbound and outbound data activity across your partner network. Repos help you monitor feed statuses, identify issues early, and keep track of every exchange of data between connected parties.


Metadata bar

The metadata bar below the Feed name displays information about how the feed is used, updated and connected. Click on each item to reveal more details.

Metadata bar

Last update

See if a feed was updated, 'Just now', '1 minute ago' or even '1 year ago'. The clock icon changes tone depending on the recency of the last update, helping spot new data at-a-glance.

Connected pipelines

Pipelines using this feed as an input or output are listed. A robot icon indicates that the pipeline is automated and uses the feed as a run trigger. Click on a pipeline to open it in a new tab.

Schedule

If the feed is on a schedule, the schedule is displayed here, along with whether the schedule is paused or active. Click on the schedule name to get full details.

API and robot

If the Feed has been shared with the API or Robot users, the API or Robot icon is displayed in the metadata bar.

Feed information

The repo view also shows:

Create a feed

Create a new feed from within the feed view

  1. Click the + button next to the feed name. This creates and opens a new feed.
  2. Name your feed by clicking on the feed name.

Create a new feed from within the repo view

  1. Open the repo and click the green ‘New feed’ button at top right. This creates and opens a new feed.
  2. Name your feed by clicking on the feed name.

Duplicating feeds

Click the three dots at the end of the row and select ‘Duplicate’ from the popup menu. The feed is instantly duplicated and the document opened. The suffix ‘– copy’ is added to the duplicate feed’s name.

Renaming feeds

Click the three dots at the end of the row and select ‘Rename’ from the popup menu. Alternatively, edit the feed name by opening the document and clicking on the name.

Organise feeds

Batch actions
Use the batch selection tools in the repo to quickly archive, restore, share or unshare multiple feeds. See how.

Feeds are sorted by 'Last update' by default. This updates live, keeping you up to date with the status of your partner data sharing.

Feeds can be sorted by feed name, status, last submission date and user last updated by. Click the arrow button to reverse the sort direction. Your sorting choice will be remembered.

Click in the search field to search feeds by name.

Filter and drill down

The feeds repo can be filtered via the side bar, or via the pie chart on top.

The pie chart show a summary of the feed statuses, giving you oversight of your portfolio at-a-glance. Click on the pie chart to drill down by a particular status. If you have an overdue feed, it will be highlighted in a separate block next to the pie chart.

The side bar allows filtering by feed type (in leading, out leading, in following, out following), status and tags.

For other filtering options, click the filter icon or hit ‘F’ on the the keyboard to filter feeds by date created, date updated, feed name, owner, or updated by user.

Manage documents with tags

Tags can be applied to any document in Quantemplate, to help organise assets.

Tags are created by Org Admins within the repo views for Feeds, Pipelines, Data and Analyse. They can be applied to documents by document owners. Tags are set at an organisation level and are available to all document types.

Within the repo sidebar, users see all the tags for documents they have access to. Clicking on a tag in the sidebar filters the document list by that tag.

Learn more about tags →

Archive and restore

Archiving feeds

Click the three dots at the end of the row and select ‘Archive’ from the popup menu. Archived feeds are not deleted, but hidden from the repo and the pipeline input selector.

Archived feeds display a warning in the top right of the feed view.

Note that feeds in Quantemplate cannot be deleted permanently by users. Contact us if you have a specific deletion requirement.

View and restore archived feeds

  1. To show archived feeds, click the ‘Show/hide archived’ button in the top right of the repo, or hit ‘A’ on the keyboard.
  2. Click a feed to open it.
  3. To restore a feed to the repo, click the three buttons at the end of the row and select restore.