Flexible Data Manager Tool

Overview

There are a couple of Life Cycle tools that make finding and changing schema data easier. These tools are beneficial as long as you follow schema module specifications. The Schema Docs Dashboard tool lets you locate and view schema module information. But the Flexible Data Manager lets you locate and change schema module information. This tool lets you update information in a single submission or make bulk changes. The tool 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 RBAC (Role-Based Access Control) is a method to control system access for authorized users. The role in RBAC refers to the levels of access employees have to a network. (role-based access control) purposes.

Creators Also known as Unqork Users, or Designer Users; is anyone who is inside the Unqork platform. must have the Administrator Environment Role to access this tool.

What You'll Learn

In this article, you'll learn how to filter, import, and update schema submission data.

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.

A static image displaying the Flexible Data Manager Dashboard.

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:

  • Import submissions from file

  • Update a single submission

  • Update bulk submissions

  • 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.

A static image displaying the Import Submission from file option.

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 JSON (JavaScript Object Notation) is an open standard file and data interchange format. Unqork uses JSON for submission (record) data.. 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.

A static image displaying the actions available when selecting the Update Single Submission action.

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:

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.

A static image displaying the settings available when selecting the Update Submission action.

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 field.

Field Type

Because schema module's are storage vessels for your data, the only field types to choose from are:

  • String

  • Number

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:

  • Attribute Name: The submission field you selected.

  • Current Value: The current value of that field before updating.

  • New Value: The new value you want to update the field with.

  • Data Type: The data type of the value.

  • 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:

1. Select Delete Submission. A Delete Submission button displays.
2. Click the Delete Submission button. A pop-up modal A modal is a window that appears on top of the content you are currently viewing. 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.

A static image displaying the option available when selecting the Update Bulk Submissions action.

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 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:

  • 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 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:

  • Update Submissions

  • 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 field.

Field Type

Because schema module's are storage vessels for your data, the only field types to choose from are:

  • String

  • Number

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:

  • 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.

A static image displaying the Apply Changes panel when selecting the Update Submissions action.

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 A modal is a window that appears on top of the content you are currently viewing. 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 A modal is a window that appears on top of the content you are currently viewing. 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 JSON (JavaScript Object Notation) is an open standard file and data interchange format. Unqork uses JSON for submission (record) data. 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.

A static image displaying Select Value Type modal.

Resources