Creating, Renaming, and Finding a Dataset
Creating a new dataset
- To create a new dataset, click Create Flow from the left navigation panel.
- Click on Dataset. There are templates you can choose from to get you started, or you can click +Create from Scratch.
- Enter the dataset name. You can also optionally add a description and category to help you organize and find your dataset later.
- Click Create.
The Key field
The first field in the dataset is called Key. This is the only field you cannot rename, delete, or change the field type. Each row must contain a unique value such as an employee number, SKU, vendor name, or a serial number.
Renaming a dataset name
To rename your dataset, simply click on the current name, make changes, and then click Enter, or click off the name. You can change the description in the same way. All changes are auto-saved.
Finding a dataset
There are three ways to search for your dataset in Kissflow.
First, type the name of the dataset into the Search everything box on the top and click the right dataset.
Second, click the View All button in the left navigation panel to open the Explorer. Then you can search, sort by type, or select the category of the dataset to find it quickly.
Third, type the name of the process into the Most Used box from the left navigation panel and click the right option.
Here are more articles about datasets: