Data Sources

Help Topics

• What are Data Sources?
• Creating Data Sources
• Editing/Deleting Data Sources
  
  • Editing Data Sources
  • Deleting Data Sources
• Items
  
  • Adding Items
  • Editing/Deleting Items
    • Editing Items
    • Removing Items
• CSV Files
  
  • Importing
  • Exporting

What are Data Sources?

Data Sources are used to create lists of entities using your existing Object Definitions. For example, after creating the “Employee” Object, you can now create an “Employee Directory” data source. Once a data source has been created for a particular Object Definition, you can add items to the list individually or even upload a CSV to import multiple entities at once.

Creating Data Sources

To create a new Data Source click the “Create Data Source” button on the left side of the Settings page.

The Data Source creation popup will then open:

The Data Source creation popup with have the following options:

• Title- Title of the Data Source
• Item Type- The Object Definition you want to build for this lis. This determines the columns/data available for entry
• Included Lists- Allows you to include data from another data source. For example, you may be creating a list of all vehicles on site and want to include the list of all company vehicles, as well as any visitor’s vehicles you have added
• Edit Permissions - Allows you to select which teams are able to edit this list 

Once added, the new Data Source will appear in the Data Sources section on the left-hand side.

Editing/Deleting Data Sources

To Edit or Remove a Data Source first select it from the List on the left side of the settings page, so that you see the following popup for the selected data source:

Editing Data Sources

To edit a Data Source make any desired changes and click the "Save" button in the bottom right.

Deleting Data Sources

To delete a Data Source click on the "Delete" button in the bottom left. This will then open a confirmation dialog asking you to enter in the Data Sources title to verify that the correct one will be deleted. Once the title has been entered, click "Delete" in the bottom right.

Items

Adding Items

To add an individual entry to the data set, first select a Data Source then click the “Create New” option in the top right. This will trigger a popup containing all the Fields defined within the item type. Enter the relevant information for that new item and click "Save".

Edit/Deleting Items

To Add or Delete a Data Source first select the item you wish to change; you will then see a popup with all the details of that item.

Editing Items

To edit an item make any desired changes and click the "Save" button in the bottom right to apply.

Removing Items

To delete an item from a Data Source click on the "Delete" button in the bottom left. This will then open a confirmation dialog asking you to enter in the Item's title to verify that the correct one will be deleted. Once the title has been entered click "Delete" in the bottom right.

CSV Files

To import or export Data first click the "Upload CSV" button on the top right of the Data Source page, which will trigger the following popup:

Importing

To import Data to a Data Source click "Select CSV File" and select the relevant file to import. As long as the columns match the Data Sources format, this will add each row as a new Item to the Data Source.

Exporting

To export the Template of the Data Source click the "Download ... CSV Template" button. This will download a CSV file which will match the format of the Data Source.