Modifying fields in a dataset

Updated 4 months 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/Deleting a row

To add rows, enter the number of rows you would like to add in the field that's present below the last row of the dataset and click Add.

To delete a specific 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

You can add values to a specific field or modify the existing values of the field in your dataset in two ways. You can either do an inline edit or open the dataset row as a separate form and make your changes accordingly.

To modify a dataset field value in its form view,

  1. Click the Expand row icon beside the Key field.
  2. Add or modify the field values of the dataset row as necessary and your changes will be autosaved.
  3. Click the Link icon to copy the row link and share it with a team member if you want to.
  4. Click the Exit icon to exit from the row and get back to the dataset view.

You can also expand the table rows used in your flow forms as a separate form and modify their values as necessary.

To modify a dataset field value inline,

  1. Navigate to the specific field and the exact row in which you would like to edit.
  2. Type the new value directly in the cell. Field types like dropdowns might require a double click.
  3. Press Enter or Tab after you are done with your changes.

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. The changes you make are always autosaved.

Exporting a dataset

You can export all the rows in your dataset to a CSV or a tab-separated file(TXT). Click Export in the upper-right corner of the screen and select your preferred file type. Click Export to complete the process.

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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