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 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 your schema module, you can enter it rather than scrolling through the drop-down menu.×

After you select a module, a few actions display:

Import Submissions from File
Update Single Submission
Update Bulk Submissions
Create Bulk 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 the schema module you want to update. Click the View Submission link to display your submission in a new tab.

If you do not know the submission ID, click Browse submissions here to open all submission data in a new tab. Clicking the link displays the last 50 submissions in the schema module as 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:

Update Submission
Delete Submission

Depending on which action you select, further options display.

Update Submission

To update the submission:

Select Update Submissions. The Apply Changes panel displays.

In the Apply Changes panel, enter details for the submission data you want to update.

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 use to update the field. For example, let's say you select the Field Name of data.firstName. The original value is Ellen, but you want to update 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: String Number You must have fields in your schema module. A schema module cannot include Calculator, Decisions, Initializer, or any other logic 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, 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 the following: Attribute Name: The submission field you selected. Current Value: The current value of that field before updating. New Value: The new value you'll use to update the field. Data Type: The value's data type. Delete: Deletes these changes from the Specific Submission table.
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:

Select Delete Submission. A Delete Submission button displays.

Click the Delete Submission button. A pop-up modal displays.

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: Equals Contains Is greater than Is greater than or equal to Is less than Is less than or equal to Not equal to Exists
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: String Number JSON Null You can search for, but cannot insert JSON or Null values. Null searches autofill when you select a Null Data Type.× You must have fields in your schema module. A schema module cannot include Calculator, Decisions, Initializer, or any other logic 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, 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 the following: Attribute Name: The submission field you selected. Condition: This is Field Name/Value condition you selected. Value: The value you want to update. Type: The data type of the value. Edit: Click this button to edit your selections. After making your changes, click the Save button to apply them. Delete: Deletes these changes from the Specific Submission(s) table.

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:

AND: Select this option if you have attributes and values from the same submission(s).

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 view the submissions where your selected data exists.

Actions

After adding information to the Specify Submission(s) fields, the following actions display as radio buttons:

Update Submissions
Delete Submissions

Depending on which action you select, further options display.

Update Submissions

To update the submission:

Select Update Submissions. The Apply Changes panel displays.

In the Apply Changes panel, enter details for the submission data you want to update.

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 use to update the field. For example, let's say you select the Field Name of data.firstName. The original value is Ellen, but you want to update 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: String Number You must only have fields in your schema module. A schema module cannot include Calculator, Decisions, Initializer, or any other logic 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, 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 the following: Attribute Name: The submission field you selected. Value: The value you want to update. Data Type: The data type of the value. Delete: Deletes these changes from the Apply Changes table.
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:

Select Delete Submission. A Delete Submission button displays.

Click the Delete Submission button. A pop-up modal displays.

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:

Expand the Add Static Values panel.

In the Static Field for Data Point* field, enter your JSON values.

Click Add Static Field. The modal closes and the static field displays in the schema table.

Click Create Random Submissions.

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:

Expand the Commonly Used Ranges panel.

From the Select Value of Randomization drop-down, select the appropriate value. The modal closes and the random value displays in the schema table.

Click Create Random Submissions.

To add a custom data range:

Expand the Set Custom Range panel.

In the Start Value field, enter the start value.

In the End Value field, enter the end value.

Click Add Custom Data Range. The modal closes and the custom data range displays in the schema table.

Click Create Random Submissions.

Flexible Data Manager Tool

Overview

Filtering by a Schema Module

Importing Submissions From a File

Updating a Single Submission

Actions

Update Submission

Delete Submission

Updating Bulk Submissions

Conditional Logic

Actions

Update Submissions

Delete Submissions

Creating Bulk Submissions

Resources

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