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Datasets

Datasets provides functionality for managing multiple sets of key-value data within form components. For example, a list of departments, places or people.

Features include:

  • Datasets: Multiple sets of key-value data pairs can be controlled in a single place and reused across multiple forms.
  • Typeahead component: A typeahead-enabled dropdown component for Jadu Forms, allowing for dynamic suggestions during user input.
  • Bulk import: Datasets can be imported via CSV files, allowing for a large amount of data to be input without manual input, and allowing exports from other systems to be leveraged.

Creating a Dataset​

  1. Go to Datasets.
  2. Press the New Data button.
  3. Add a name and description.
  4. Press the Create Dataset button.

Adding entries to a Dataset​

Entries can be added individually or using a bulk import. Values and Labels are accessible from the Variable picker.

To add entries individually:

  1. Go to the Dataset you would like to add entries to.
  2. Go to the Entries tab.
  3. Press the New Entry button.
  4. Add the Value and Label.
  5. Press Save.

To bulk import entries:

  1. Go to the Dataset you would like to add entries to.
  2. Go to the Bulk Import tab.
  3. Attach a .csv file with two columns, value and label. (A template file can be downloaded from the Actions dropdown button)
  4. Add the email address that should be notified when the file has been successfully inported.
note

Bulk import performs a bulk addition action. Existing Dataset Entries are neither updated nor deleted by the bulk import process.

Using a dataset in a form​

To add a Dataset to a form use the Datasets - Autocomplete Search form component.

Deleting a Dataset​

  1. Go to Datasets.
  2. Press the name of the Dataset you want to delete.
  3. Press the Delete button.
warning

Deleting a Dataset will affect all the forms it is in use on. Find out which forms a Dataset is used on.

Deleting an entry from a Dataset​

  1. Go to the Dataset you would like to remove entries from.
  2. Tick the Entries you would like to delete.
  3. Go to Actions and choose Delete Entries

Exporting a Dataset​

  1. Go to the Dataset you would like to export.
  2. Go to Actions and choose Export Entries as CSV

Dataset usage within Forms​

To find out which forms a Dataset is used on:

  1. Go to the Dataset.
  2. Go to the Datasets Details tab.
  3. If the Dataset is in use on a form an information box will tell you how many forms the Dataset is used on and show a list with a hyperlink to each form it is used on.