For the complete documentation index, see llms.txt. This page is also available as Markdown.

Managing maps

When managing Builder maps, you have two primary pathways: directly through the Builder interface or via the map card in the Maps section of your workspace.

Within these options, users may encounter two distinct actions, which may be available or restricted based on their assigned roles: duplicating maps and deleting maps.

Accessing map management options: map card in Workspace (left) & Builder editor interface (right)

Organizing maps into projects and folders

You can group maps into projects and folders to keep your Maps section organized and to share related maps together. Move a map into a project or folder from its card menu, or add a shortcut to it from another project.

Grid and list views

The Maps section can be shown as cards (grid) or as a list. Use the grid/list toggle at the top right to switch between them. The list view shows each map's name, owner, tags, and last update in columns, and you can sort and filter the list (by tags, owner, and more).

The Maps section in list view, with selection checkboxes for bulk actions

The list view is the fastest way to organize in bulk: select several maps at once with the row checkboxes, then use Move to to file them all into a project or folder in a single step.

Duplicating maps

To duplicate an existing map from the Workspace:

  1. Navigate to the "Maps" section.

  2. Click on the three-dotted menu in the map card.

  3. Select "Duplicate Map".

To duplicate an existing map from the Builder interface:

  1. Ensure your map has a title.

  2. Click on the three dots.

  3. Select "Duplicate Map".

Current limitations when duplicating maps

If you click on the Duplicate map option, a dialog will appear warning you if any of the sources is not shared with you (eg: a private connection). Click on Yes, continue anyway button to confirm or click Cancel if you don’t want the map to be duplicated.

Deleting maps

To delete a map from the Workspace:

  1. Click on the three-dotted menu in the map card.

  2. Select "Delete Map".

  3. Confirm that you want to delete the selected map.

To delete a map from the Builder interface:

  1. Click on the three-dotted menu in the top right of Builder.

  2. Select the "Delete" quick action.

  3. Confirm that you want to delete the selected map.

Tagging maps

Editors can tag maps from the Workspace by editing their properties:

  1. Click on the three dotted-button in the map card.

  2. Select "Edit map properties".

  3. Create, apply or remove existing tags in the tag input.

Creating and applying a new tag

Additionally, you will be able to filter maps by tags using the tag filter in the workspace. Once a tag filter is applied, you will be able to copy the URL and share it with other users within your organization.

Tags are automatically deleted when they are no longer applied to any map or workflow.

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