Creating a dataset

Updated 6 months ago by Kiruthika

You can create a dataset in two ways. You can create one from scratch or install a dataset template as per your business requirements.

  1. Click Create a new flow from the homepage.
  2. Click  +Create in the Dataset tile to create a dataset from scratch.
  3. Enter the dataset name. You can also optionally add a description and category to help you organize and find your dataset later.
  4. Click Create.
You can also choose a relevant dataset template under the Install a marketplace template section to use an existing one.

The Key field

The first field in the dataset is called Key. This is the only field you cannot rename, delete, or change the field type. Each row must contain a unique value such as an employee number, SKU, vendor name, or serial number.

Renaming a dataset

To rename your dataset, simply click on the current name, make changes, and then click Enter, or click off the name. You can change the description in the same way. All changes are auto-saved.

Finding a dataset

There are two ways to search for your dataset.

First, click the Search icon () on the top navigation bar of your page and type the name of the dataset into the search box. You can also launch the search box using the keyboard shortcuts, 

  • On Mac: Command key, ⌘ + E
  • On Windows: Ctrl key + E

Second, Click Explore all in the top navigation bar and click the Dataset tab. You can view all the datasets created and recently accessed here.  Use the Search box beside the Sort button to quickly lookup for the dataset you want or you can also sort them based on their name and last published date whichever works for you.

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