Documentation Index

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Flexible Data Manager

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The Flexible Data Manager updates schema module . Use this tool to import submissions from a file, update a single submission, update multiple submissions in bulk, or create test submissions. Field values, data types, and submission owners can all be updated.

Creators must have the Administrator Environment Role to access this tool.

To locate a schema module, select it from the Choose Schema drop-down. If you know the module ID, enter it directly instead of scrolling through the drop-down. The module must have a schema tag to appear in the list.

The Flexible Data Manager dashboard showing the Choose Schema drop-down and the four available actions.

After selecting a schema module, four actions appear:

  • Import Submissions from File

  • Update Single

  • Update Bulk Submissions

  • Create Bulk Submissions

Import Submissions from File

Imports submission data from a local file.

  1. Click Import Submissions from File. The Import Submissions panel opens.

  2. Drag and drop a file onto the panel, or click Browse to locate it.

     The Import Submissions panel showing the drag-and-drop file target and Browse button.

  3. Click Upload Submissions.

Update Single Submission

Updates or deletes a specific submission by ID.

  1. Click Update Single Submission. The Specify Submission panel opens.

  2. Enter the submission ID in the Submission ID field. Click external-link icon View Submission to verify the submission in a new tab.

    If the submission ID is unknown, click Browse submissions here to open the last 50 submissions as raw JSON. Install a browser JSON formatter extension to parse the data, then copy the submission ID into the field.

The Update Single Submission panel showing the Submission ID field, View Submission link, and action options.

Choose one of the following actions:

Update Submission

  1. Select Update Submission. The Apply Changes panel opens.

     The Apply Changes panel for a single submission showing Field Name, Current Value, New Value, Field Type, and Add fields.

  2. Configure the fields and click + Add to stage the change.

Field

Description

Field Name

The submission field to update.

Current Value

The field's current value. Read-only.

New Value

The replacement value.

Field Type

The data type. Options include: String or Number. The tool defaults to String; change to Number if the field contains numeric data.

+ Add

Stages the change in the Specific Submission table for review before applying.

Clear All

Clears all fields.

Update Submissions

Applies all staged changes.

The Specific Submission table shows all staged changes with Attribute Name, Current Value, New Value, Data Type, and a Delete option for each row.

Delete Submission

Deleting a submission is permanent and cannot be undone.

  1. Select Delete Submission, then click Yes in the confirmation dialog.

Update Bulk Submissions

Updates or deletes multiple submissions matching a set of filter criteria.

The Update Bulk Submissions panel showing the Specify Submission fields for Field Name, Condition, Value, and Data Type.

Configure the filter criteria and click + Add to stage each filter. Add as many rows as needed.

Field

Description

Field Name

The submission field to filter by.

Condition

How to compare the field and value. Options include: Equals, Contains, Is greater than, Is greater than or equal to, Is less than, Is less than or equal to, Not equal to, or Exists. When using Equals, the value is case-sensitive.

Value

The value to filter by.

Data Type

The data type to filter by. Options include: String, Number, JSON, or Null. JSON and Null values can be searched but not inserted. Null searches autofill when Null is selected. The tool defaults to String; change to Number if appropriate.

Conditional Logic

When multiple filter rows are added, select a conditional logic option:

  • AND: Matches submissions that satisfy all filter criteria.

  • OR: Matches submissions that satisfy any filter criteria.

The Total Submissions count updates to show how many submissions match. Click external-link icon View Query Submissions to preview the matching submissions.

The Specify Submission panel showing two filter rows with the AND/OR Conditional Logic selector and Total Submissions count.

Update Submissions (Bulk)

  1. Select Update Submissions. The Apply Changes panel opens.

     The Apply Changes panel for bulk update showing Field Name, New Value, Field Type, Add, and Clear All fields.

  2. Configure the fields and click + Add to stage each change.

Field

Description

Field Name

The submission field to update.

New Value

The replacement value.

Field Type

The data type. Options include: String or Number. Defaults to String.

+ Add

Stages the change in the Apply Changes table.

Clear All

Clears all fields.

Update Submissions

Applies all staged changes to matching submissions.

Delete Submissions (Bulk)

Deleting submissions is permanent and cannot be undone.

  1. Select Delete Submissions, then click Yes in the confirmation dialog.

Create Bulk Submissions

Creates random test submissions for a schema module. Use the slider to select the number of submissions in multiples of five, up to a maximum of 25.

The Create Bulk Submissions panel showing the submission count slider and the schema field list.

Click Value Settings to customize how random values are generated for each field. A dialog provides three options:

The Select Value Type modal showing the Add Static Values, Commonly Used Ranges, and Set Custom Range panels.

Add Static Values: Enter JSON values to use for a specific field:

  1. Expand Add Static Values.

  2. In the Static Field for Data Point field, enter a JSON value. Strings must use quotes: for example, "active".

  3. Click Add Static Field.

  4. Click Create Random Submissions.

Commonly Used Ranges: Select a preset randomization range:

  1. Expand Commonly Used Ranges.

  2. From the Select Value of Randomization drop-down, select a range.

  3. Click Create Random Submissions.

Set Custom Range: Define a custom numeric range:

  1. Expand Set Custom Range.

  2. Enter a Start Value and End Value.

  3. Click Add Custom Data Range.

  4. Click Create Random Submissions.


Changelog

Date

Change

2026-07-16

Editorial pass: fixed banned words, em dashes, See Also descriptions, and link paths.

2026-04-28

Updated to Reference Guide format. Fixed metadata and headings. Removed CDN signed URL wrappers. Replaced informal examples with neutral ones. Standardized table structure. Updated empty alt text.