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 find and view schema module information. But the Flexible Data Manager takes it 1 step further. This tool can find and change schema module information. The tool gives the option to update information in a single submission or make a bulk change. The tool also lets you pick a field to update and change its value or data type. You can also update the submission's owner, which is helpful for RBAC (role-based access control) purposes.

NOTE  Creators Also known as Unqork users; 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 a schema module.

• Import submissions from a file.

• Update a single submission.

• Update bulk submissions.

• Create bulk submissions.

Filtering a Schema Module

To make changes to a schema module, first locate it. Use the Choose Schema drop-down to select a schema module in your environment.

TIP  A module must have the schema tag in order to make changes to it. For more information on how to tag schema modules, search Schema Docs Dashboard Tool in our In-Product Help.

The following image shows how to find your module:

NOTE  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 is prepopulated.

After you select a module, 4 radio buttons display below the drop-down. You have the option to:

• Import submissions from file

• Update a single submission

• Update bulk submissions

• Create bulk submissions

Let's take a look at the 4 options.

Importing Submissions From a File

If you need to import submissions from a file, select this option. After selecting the Import Submissions from File radio button, the Import Submissions panel displays. To import submissions, drag and drop the file to the upload section or click browse to browse for the file.

Updating a Single Submission

When you select the Single Submission option, a 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.

Specifying a Submission ID

If the submission ID is valid, 2 options display below the Specify Submission. These are the 2 actions you can perform on your submission. To the right of the Specify Submission field, a View Submission link also displays. Clicking the View Submission link displays your single submission in the browser.

The following image displays the available options:

If you don't know the exact submission ID to update, you can search for it. Below the Submission ID field is a link to browse your submissions. To find a specific submission ID:

1.

Click Browse Submissions Here. A new browser tab opens, showing the last 50 submissions of your schema module.

2.

Locate the submission ID you want to update. The typical format for your submission IDs is "id":"{submissionId}".

3.

Copy and paste the submission ID from the browser to the Submission ID field.

NOTE  Don't copy the quotes ("") with the submission ID.

Selecting an Action

After entering a submission ID to the Submission ID field, you'll see the following actions:

• Update Submission

• Delete Submission

Depending on which action you select, further options display.

Selecting 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.

You'll see the following settings in the Apply Changes panel:

Setting	Description
Field Name	This drop-down shows all the field names of your schema module. Select the one you want to update.
New Value	In this text field, enter the new value for your selected Field Name. 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. That means no Decisions, Calculators, Initializers, or any other Data & Event Processing components. Choose the appropriate option depending on the data type you chose in the Field Name. NOTE  After selecting a Field Name, the tool automatically selects String. This happens even if your data is a number. Be sure to change this to Number if that's the correct data type.
+ Add Button	Click this button after selecting your Field Name and Data Type, and entering a Value. On button-click, these selections display in a table.
Clear All Button	Click this button to clear all the Specify Submission(s) settings.

After you enter and select the Apply Changes settings, click + Add. The data populates the Apply Changes table. You can add as many changes as you want for this specific submission ID. Let's look at this new table:

Setting	Description
Attribute Name	This is the attribute you selected from the Field Name drop-down.
Value	This is the value you entered in the New Value text field.
Data Type	This is the Field Type you selected.
Delete	Click this button to delete this row of the Apply Changes table.
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.

After you make your selections, you can make your updates. You can also choose to open the Submission Revisions Dashboard to view your changes. This dashboard is where you compare the newest submission with the previous one.

To make your submission updates:

1.

Click Update Submission.

2.

Click Yes to make changes or you can Cancel the changes.

3.

Click View Submission Diff to open the Submission Revisions Diff page of the Submission Revisions Dashboard tool. Or, click Close to return to the Flexible Data Manager tool.

TIP  For more information on the Submission Revisions Dashboard tool, search Submission Revisions Dashboard Tool in our In-Product Help.

Selecting Delete Submission

WARNING  Deleting a submission is permanent. Once a submission's deleted, you can't recover it.

To delete a submission:

1.

Select Delete Submission. A Delete Submission button displays.

2.

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

3.

Click Yes to permanently remove your submission.

Updating Bulk Submissions

When you select the Bulk Submissions radio button, a Specify Submission(s) panel displays. This panel lets you filter and select the specific submission data you want to change.

Let's look at the different settings in this panel:

Setting	Description
Field Name	This drop-down shows all the field names of your schema module. Select the one 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
Value	This is the value you're looking for based on the Field Name you selected. For example, let's say the Field Name is data.lastName, and you're looking for the last name of Ripley. To search for that specific value, enter Ripley in this field. NOTE  This field is case-sensitive if you choose Equals as the Condition.
Data Type	Because schema module's are storage vessels for your data, the only field types to choose from are: String Number JSON Null NOTE  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. That means no Decisions, Calculators, Initializers, 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 radio button and ensure the Value field is not blank. NOTE  After selecting a Field Name, the tool automatically selects String. This happens even if your data is a number. Be sure to change this to Number if that's the correct data type.
+ Add Button	Click this button after selecting your Field Name and Data Type, and entering a Value. On button-click, these selections display in a table.
Clear All Button	Click this button to clear all the Specify Submission(s) settings.

After you enter and select the Specify Submission(s) settings, click + Add. The data populates the Specify Submission(s) table. You can add as many changes as you want. Let's look at this new table:

Setting	Description
Attribute Name	This is the attribute you selected from the Field Name drop-down.
Condition	This is Field Name/Value condition you chose in the Conditions drop-down.
Value	This is the value you entered in the Value text field.
Type	This is the Data Type you selected.
Edit Button	Click the button to edit each row's information. Two other buttons display when you edit a row: Save and Cancel.
Save Button	Saves the edits and repopulates the table with the changes.
Cancel Button	Cancels the changes and the row's data stays the same.
Delete Button	Click this button to delete this row of the Apply Changes table.

Action options display below the table, which you'll learn about soon. First, let's look at another section that displays if you add more than one row of information to the Specify Submission(s) table.

Selecting Conditional Logic

When you add more than one row of data to the Specify Submission(s) table, the tool has you select the Conditional Logic. You have 2 options to choose from:

• 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 aren't from the same submission(s).

When you make your selection, you'll see the number of Total Submissions that update. To the right, a new link displays. Click View Query Submissions to see the submissions your selected data exists in.

Selecting an Action

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.

Selecting 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.

You'll see the following settings in the Apply Changes panel:

Setting	Description
Field Name	This drop-down shows all the field names of your schema module. Select the one you want to update.
New Value	In this text field, enter the new value for your selected Field Name. 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. That means no Decisions, Calculators, Initializers, or any other Data & Event Processing components. Choose the appropriate option depending on the data type you chose in the Field Name. NOTE  After selecting a Field Name, the tool automatically selects String. This happens even if your data is a number. Be sure to change this to Number if that's the correct data type.
+ Add	Click this button after selecting your Field Name and Data Type, and entering a Value. On button-click, these selections display in a table.
Clear All	Click this button to clear all the Specify Submission(s) settings.

After you enter and select the Apply Changes settings, click + Add. The data displays in the Apply Changes table. You can add as many changes as you want for the submissions you filtered. Let's look at the data in this new table:

Setting	Description
Attribute Name	This is the attribute you selected from the Field Name drop-down.
Value	This is the value you entered in the New Value text field.
Data Type	This is the Field Type you selected.
Delete	Click this button to delete this row of the Apply Changes table.
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.

After you make your selections:

1.

Click Update Submissions.

2.

Click OK to make the changes or Cancel to cancel the changes.

3.

Click OK to close the pop-up.

Selecting Delete Submissions

WARNING  Deleting a submission is permanent. Once a submission's deleted, you can't recover it.

To delete a submission:

1.

Select Delete Submission. A Delete Submission button displays.

2.

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

3.

Click Yes to permanently remove your submission.

Creating Bulk Submissions

If you need to create bulk submissions for testing purposes, select this option. Bulk submissions are created in multiples of 5 with a maximum of 25 submissions by moving the slider bar. After clicking or moving the slider bar, your currently selected schema loads with options to create random submissions display:

To create random submissions based on criteria that is different from your selected schema, click the Value Settings button. The Value Settings button allows you to add static values, use commonly used ranges, and set custom number, integer, or float point ranges for the random submissions you're creating.

To add static values:

1.

Click the Value Settings button.

2.

Click the Add Static Values drop-down.

3.

In the text box, enter the JSON values.

4.

Click the Add Static Field button. The static field displays in the schema table.

5.

Click the Create Random Submissions button.

To add commonly used ranges:

1.

Click the Value Settings button.

2.

Click the Commonly Used Ranges drop-down.

3.

In the Select Value of Randomization drop-down, select the appropriate value. The random value displays in the schema table.

4.

Click the Create Random Submissions button.

To add a custom data range:

1.

Click the Value Settings button.

2.

Click the Set Custom Number, Integer, or Float Range drop-down.

3.

In the Start Value field, enter the start value.

4.

In the End Value field, enter the end value. The custom data range displays in the schema table.

5.

Click the Create Random Submissions button.