Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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  • Dataset Connection
  • Read Dataset Connection
  • Update Dataset Connection
  1. Databanks

Using Datasets

PreviousAdding Data to DatasetsNextManaging Portals

Last updated 2 years ago

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 or .

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

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

An update dataset connection can be done from a workflow service task that is intended to .

configuration of a field validator
Update Settings for a connection that writes a single record to a dataset
Update Settings for a connection that writes multiple records to a dataset from a dynamic matrix field
update a dataset
configuration of a drop down field