Modifying fields in a dataset

Updated 1 month ago by Kiruthika

Adding a field

Click the plus icon beside the Untitled number field to add a new field.

Give the field a name and choose a field type. You can also make fields required, and give a default value. You can also create rules for validation, visibility, and appearance of the field. Learn more about using fields here.

Editing a field

If you want to modify a field, click the down arrow (▼) next to the field name and click the Edit field. Click Done once you are done with your changes. You cannot change the type of field after you insert values in order to protect the data integrity.

If you need to change the type, you’ll need to create a new field and copy+paste the values. A maximum of 5,000 rows can be created or pasted within the dataset. Learn more about data type changes.

 

Deleting a field

To delete a field, click the down arrow (▼) next to the field name and click the Delete field.

If that field is used in a formula in a flow, you will be prompted to remove the dependencies first. After removing the dependencies, you can safely delete the dataset.

Adding a row

Click the plus icon below the checkbox to your left to add a new row.

Deleting a row

Hover over the serial number of the row you would like to delete and select the checkbox. The serial number is shown to the left of the first field of your dataset. After selecting the checkbox, click Delete in the upper-right corner of the screen.

Adding and editing field values

Enter values into your dataset by clicking and typing it into the cell. Some fields such as dropdowns require a double click. Once finished, click Enter or Tab.

You can also copy+paste values from any other spreadsheet. If you copy+paste values, make sure all of your fields and formats match the source file.

All of your information is autosaved in the dataset.

Exporting a dataset

You can easily export all the rows in your dataset to a CSV file. Click Export in the upper-right part of the dataset screen and select the file type as CSV. Click Export.

After a successful export, you will be notified and the exported data will be sent to your email address.

Learn more about who can edit and manage datasets here.


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