Using Datasets
Datasets can be used in a form or in a workflow task.
When used in a form a dataset is referenced so that a read operation can be performed on that dataset. When used in a workflow task, a dataset is referenced so that an update operation can be performed on that dataset.
For both scenarios, this reference to the dataset is done via Dataset connections.
Dataset Connection
A dataset connection is simply a reference to a dataset for purposes of a read or update operation.
Read Dataset Connection
A read dataset connection can be done from the form either on the configuration of a drop down field or configuration of a field validator.
To create a read dataset connection:
Click on the add icon or edit icon next to the data connection field.
The dataset connection form appears
Choose reference type as 'Local' to connect to a dataset that is available on your organization's account.
Choose the dataset you want to connect to.
Provide a connection name.
Click on the save button
You can now use this connection for all other assets in your organization's account.
Update Dataset Connection
An update dataset connection can be done from a workflow service task that is intended to update a dataset.
To create an update dataset connection:
Click on the add icon or edit icon next to the data connection field.
The update dataset connection form appears
Choose a dataset that you want to connect to
Provide or edit the connection name
Choose the form that will contain the source data for updating the dataset.
Add mappings for the update. For each mapping added:
Choose the target field to be updated on the dataset
Choose the source field from the selected form that will update the corresponding target field on the dataset
Note: For source fields that are of the type "dynamic matrix field", the rows in the data for the field will each be saved as a separate dataset record and you must add a mapping for each column in your dynamic matrix field.
Click on the save button
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