Creating, renaming, and finding a dataset

Updated 2 weeks ago by Nandini

Creating a new dataset

  1. To create a new dataset, click Create Flow from the left navigation panel.
  2. Click on Dataset. There are templates you can choose from to get you started, or you can click +Create from Scratch.
  3. Enter the dataset name. You can also optionally add a description and category to help you organize and find your dataset later.
  4. 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.

If you use the dataset a lot, it should appear in the Most Used section on the left side of your screen. If it's not there, you can click View all flows 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.  

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