Flexible Data Manager Tool
Overview
The Flexible Data Manager tool lets you locate and change schema module information. This tool lets you update information in a single submission or make bulk changes. It also lets you pick a field to update and change its value or data type. Lastly, you can also update the submission's owner, which is helpful for RBAC (role-based access control) purposes.
Creators must have the Administrator Environment Role to access this tool.
To learn more about the Flexible Data Manger Tool, click on each of the tabs below:
Filtering by a Schema Module
To locate a schema module in your environment, the module must have a schema tag. Then, use the Choose Schema drop-down to access its data.
To learn more about adding the schema tag to your modules, view our Schema Docs Dashboard Tool article.
If you know the module ID for a schema module, you can also enter it in the address bar using a query string. After entering the query string, the form repopulates.
After you select a module, a few actions display. These option include:
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Import submissions from file
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Update a single submission
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Update bulk submissions
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Create bulk submissions
Importing Submissions From a File
This action lets import submissions from a file on your computer.
To import files:
1. | Click Import Submissions from File. The Import Submissions panel displays. |
2. | Drag and drop the file from your computer or click browse to locate it. |
3. | Click Upload Submissions. |
Updating a Single Submission
When you select the Update Single Submission option, the Specify Submission panel displays. Using the Submission ID field, enter the submission ID for your schema module. This is the schema module whose information you want to change. Click the View Submission link to display your submission in a new tab.
If you don't have the submission ID, click Browse submissions here to open all submission data. Clicking the link opens a new tab that displays the last 50 submissions in the schema module. Submission data displays in raw JSON. We recommended you install a JSON Formatter extension in your browser to parse the data. Once you’ve located your submission ID, copy and paste it into the Submission ID field.
Actions
You can select one of two actions to perform on your submission:
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Update Submission
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Delete Submission
Depending on which action you select, further options display.
Update Submission
To update the submission:
1. | Select Update Submissions. The Apply Changes panel displays. |
2. | In the Apply Changes panel, enter details for the submission data you want to change. |
The various settings available in this panel include:
Setting | Description |
---|---|
Field Name |
Select the submission field you want to update. |
Current Value |
The current value of the field you selected. This field is disabled and cannot be changed. |
New Value |
Enter the new value you want to update the field with. For example, let's say you select the Field Name data.firstName. The original value is Ellen, but you want to change it to Rebecca. You'll enter Rebecca into this value field. |
Field Type |
Because schema module's are storage vessels for your data, the only field types to choose from are:
You should only have fields in your schema module. A schema module should not include Calculator, Decisions, Initializer, or any other Data & Event Processing components. Choose the appropriate option depending on the data type you chose in the Field Name. After selecting a Field Name, the tool automatically selects String. This happens even if your data is a number. Ensure you change the type to Number if that's the correct data type. |
+ Add |
After selecting your Field Name, Data Type, and Value, click this button to add these changes to the Specific Submission table. You can add as many changes as you want to update simultaneously. The Specific Submission table lets you review your selections before updating them. It includes:
|
Clear All |
Click this button to clear all the fields. |
Update Submissions |
After add your change(s) to the Specific Submission table, click this button to update them based on your criteria. |
Delete Submission
The other action you can perform is deleting that submission.
Deleting a submission is permanent. Once a submission's deleted, you cannot recover it.
To delete a submission:
1. | Select Delete Submission. A Delete Submission button displays. |
2. | Click the Delete Submission button. A pop-up modal displays. |
3. | Click Yes to permanently remove your submission. |
Updating Bulk Submissions
When you select the Update Bulk Submissions action, a Specify Submission(s) panel displays. This panel lets you filter and select the specific submission data you want to update. After you've added your attributes, you can choose to update or delete the submissions.
The various settings available in this panel include:
Setting | Description |
---|---|
Field Name |
Select the submission field you want to update. |
Condition |
This drop-down lets you select how to compare the Field Name and Value. The drop-down includes:
|
Value |
The value you're filtering by based on your Condition. For example, let's say the Field Name is data.lastName, and you're filtering for the last name of Ripley. You can set the Condition to Equals and enter Ripley in the Value field. When using the Equals Condition, the value is case-sensitive. |
Data Type |
Because schema module's are storage vessels for your data, the only field types to choose from are:
You should only have fields in your schema module. A schema module should not include Calculator, Decisions, Initializer, or any other Data & Event Processing components. Choose the appropriate option depending on the data type you chose in the Field Name. To update Null values, you must select the Null option and ensure the Value field is not blank. After selecting a Field Name, the tool automatically selects String. This happens even if your data is a number. Ensure you change the type to Number if that's the correct data type. |
Clear All |
Click this button to clear all the fields. |
+ Add |
After selecting your Field Name, Data Type, and Value, click this button to add these changes to the Specific Submission(s) table. You can add as many changes as you want to update simultaneously. The Specific Submission(s) table lets you review your selections before updating them. It includes:
|
Conditional Logic
When you add more than one row of data to the Specify Submission(s) table, you must select the Conditional Logic. You have two options:
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AND: Select this option if you have attributes and values from the same submission(s).
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OR: Select this option if you want to change values that are not from the same submission(s).
When you make your selection, the Total Submissions value provides the total number of submissions affected by your selections. To the right, a View Query Submissions link displays to see the submissions where your selected data exists.
Actions
After adding information to the Specify Submission(s) fields, the following actions display as radio buttons:
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Update Submissions
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Delete Submissions
Depending on which action you select, further options display.
Update Submissions
To update the submission:
1. | Select Update Submissions. The Apply Changes panel displays. |
2. | In the Apply Changes panel, enter details for the submission data you want to change. |
The various settings available in this panel include:
Setting | Description |
---|---|
Field Name |
Select the submission field you want to update. |
New Value |
Enter the new value you want to update the field with. For example, let's say you select the Field Name data.firstName. The original value is Ellen, but you want to change it to Rebecca. You'll enter Rebecca into this value field. |
Field Type |
Because schema module's are storage vessels for your data, the only field types to choose from are:
You should only have fields in your schema module. A schema module should not include Calculator, Decisions, Initializer, or any other Data & Event Processing components. Choose the appropriate option depending on the data type you chose in the Field Name. After selecting a Field Name, the tool automatically selects String. This happens even if your data is a number. Ensure you change the type to Number if that's the correct data type. |
+ Add |
After selecting your Field Name, Data Type, and Value, click this button to add these changes to the Apply Changes table. You can add as many changes as you want to update simultaneously. The Apply Changes table lets you review your selections before updating them. It includes:
|
Clear All |
Click this button to clear all the fields. |
Update Submissions |
After add your change(s) to the Apply Changes table, click this button to update them based on your criteria. |
Delete Submissions
Deleting a submission is permanent. Once a submission's deleted, you cannot recover it.
To delete a submission:
1. | Select Delete Submission. A Delete Submission button displays. |
2. | Click the Delete Submission button. A pop-up modal displays. |
3. | Click Yes to permanently remove your submission. |
Creating Bulk Submissions
This option lets you create bulk submissions for testing purposes. Bulk submissions are created in multiples of five with a maximum of 25 submissions. Use the slider bar to select the number of submissions you want to create. After making your selection, the schema loads with options to create random submissions.
Click the Value Settings button to create random submissions based on criteria different from your selected schema. This modal lets you create static values, use commonly used ranges, and set custom number, integer, or float point ranges.
To add static values:
1. | Expand the Add Static Values panel. |
2. | In the Static Field for Data Point* field, enter your JSON values. |
3. | Click the Add Static Field button. The modal closes and the static field displays in the schema table. |
4. | Click the Create Random Submissions button. |
You must create static values in JSON. You can create any valid JSON data type like strings, Booleans, or objects. You must use quotes when creating strings.
To add commonly used ranges:
1. | Expand the Commonly Used Ranges panel. |
2. | From the Select Value of Randomization drop-down, select the appropriate value. The modal closes and the random value displays in the schema table. |
3. | Click the Create Random Submissions button. |
To add a custom data range:
1. | Expand the Set Custom Range panel. |
2. | In the Start Value field, enter the start value. |
3. | In the End Value field, enter the end value. |
4. | Click Add Custom Data Range. The modal closes and the custom data range displays in the schema table. |
5. | Click the Create Random Submissions button. |
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