Managing Data Sets | Smart Flows

Tasks for creating and configuring data sets in Project Console. (intro to be documented)

Creating a Data Set

A data set is a collection of related information that can be used in templates and flows. A data set defines the fields you can use in your flows and map in your templates. This page describes the steps for creating a generic data set.

You can also access the Data sets section by clicking on the Data sets tab in the Navigation Bar.

In the Project Console, select Data sets > + Create.
Create the data set.

In the Name field, input the name of the data set.
(Optional) In the Description field, input a description for the data set.

Decision Point

Standard and Custom data sets can be edited using the Data set builder. Fora Schema data set, you must upload an XML Schema Definition (XSD) file.

In the Type dropdown menu, select your desired type of data set.
In the Primary entity dropdown menu, select the primary entity of the data set.

The primary entity of a data set is the root element of your data set. You can add related entities in the data set builder. Associated flows will be available for records of the primary entity type.

Select Create.

The List view refreshes to display your new data set. You are redirected to the Data Sets builder that allows you to choose the fields and relations you want to include in your data set.

Creating a custom data set

Custom data sets allow you to set the type, name and values of for fields in the data set. This can be used to define or expand features within Smart Flows such as improving Docusign functionality or adding questions for the Get user inputflow block.

Log in to your project's Flow Execution Panel > Data sets > +Create.
In the Name field, input descriptive name for your data set standard fields.
In the Description field, input a description that describes what fields or information is contained in the data set.
In the Type dropdown menu, select Custom.
Select Create.

Adding fields to a custom data set

Select +Create.

Note: If your using the customer data set for a Get user input function, use the question to ask as the name of the field.

In the Name field, input the name of the field.
(Optional) In the Description field, input a helpful guide on what your users should use this field for or what data should be linked to it.

Field Types

There are several field types to choose from when creating a field. You can use this reference table to select the option that best suits your application.

Field Type	Function
Single line of text	Field that accepts any type of text up to 255 characters, recommended if your expected value is under 255 characters.
Plain text box	Field that accepts multiple lines of text. Recommended if you expect the value to contain multiple sentences.
Formatted text box	Field that accepts multiple lines of text and allows Designers to specify the valid set of characters.
True/False	Field that provides a choice between selecting true or false.
Option set	Field that provides a list of selectable options.
Number	Field that only accepts numbers
Date	Field that only accepts calendar dates.
Date and Time	Field that only accepts the combined calendar date and time.
Time	Field that only accepts the time value.

Select the field type to add by clicking the bubble next it to it.
(Optional) Select whether the field is a required.
(Optional) Select whether the field should be repeating.
Select Create.

Repeat for any additional fields you wish to add.