Dataset and views overview
What is a dataset?
A dataset is a collection of tabular data that can be used in your flows. Forms in your flows can look up information in your datasets or use the information for advanced assignment logic.
Common datasets examples:
- product catalogues
- employee databases
- vendor lists
- customer databases
- authentication databases
- team assignments
How to use datasets in Kissflow
There are several use cases for datasets in Kissflow. The first is controlling the options available for a field selection. For example, if your Purchase Order form is linked to your Approved Vendors dataset, then users can only select a vendor from that list.
Second, you can use datasets to autopopulate data. In the earlier example, after you select the vendor, other fields such as Vendor Address can automatically be filled in based on the values you have in your dataset.
Another option is to assign a step in a process based on dataset values. Let’s say you want the first approval to always be done by the team manager. But the manager is different in every location. You can create a dataset that outlines who serves in different roles in each location and use that dataset to grab the name of the next approver.
What is a view?
A view is a subset of your dataset. You can create views to restrict access to certain parts of a dataset.
How to use views
For example, you may have an employee master dataset that includes a lot of confidential information. You may want to share certain fields with some people, but not give them access to the entire dataset. You can create a view that only shows the fields you want to share and not the others.
Learn more about creating views.
