Data Sets allow you to create and store tables of data to use in your Workflow runs.
You can utilize them to speed up Workflow building, filling form fields in Workflow runs, maintain consistent data across all your processes, and to reduce data entry errors.
Note: We have released this feature for beta testing and feedback.
Users: Admins and Members can create data sets and saved views.
In this article we’ll cover:
You can either create a Data Set from scratch or by uploading a CSV file.
Navigate to Reports and select the Data Sets tab.
Click +Data Set to get started and select Blank Data Set.
Use the settings cog to edit the name of your new Data Set.
Double-click the field name to change it and then click the three dots at the top of that field to add more fields to the right, as shown above. Continue adding as many fields as you need.
To add more records, hover over the empty record in your new Data Set and click the three dots. Then select Add Record.
Keep adding more records as needed. You can use your tab and cursor keys to navigate the table. Click enter to start editing a cell.
Changes to your Data Set are saved automatically.
You can sort your data using the controls when you hover over the field name, by using the filters, or by hiding fields.
Your CSV will need column headers and must not exceed the limits of 10,000 records, 50 columns per record, and 5kb per record.
Tip: Delete any empty records before creating your CSV.
Click +Data Set and select Import Data Set.
Your Data Set will be created with the name of the file you uploaded and the sheet name. All your data will be created in text format.
If you’d like to rename your Data Set, click the settings cog in the top right of your view. Make your changes and click Save to finish.
To be able to connect your Data Set to a Workflow, you’ll first need to create a saved view from it.
Click the button Create a Saved View and give it a name.
All saved views you create from this Data Set will show on the left-hand side of your view.
Next, you can use the filters or hide columns, to narrow down the data in your saved view.
Update your saved view when finished.
Note: While this feature is in Beta, we suggested you connect to a non-critical Workflow or connect to a Workflow in your private library.
Select the saved view you’d like to use and the field that will become the pick list in your Workflow runs, as shown above.
Note: If you have sensitive data in your Data Det, be sure to hide those columns first, before creating a saved view.
Publish your Workflow and run it. Now you can select from the options in your dropdown that are connected to your saved view.
If you already have a Workflow with a dropdown in use, you can edit your Workflow and connect a saved view to it. This effectively overwrites the selections in your existing dropdown with new ones.
If you publish changes to your Workflow and don’t update active Workflow runs, then nothing will change in these runs.
If you do push changes to all active Workflow runs, any selections that were previously made in the dropdown will be retained. Anywhere there was no selection made, the dropdown will show the new list.
Any new Workflow runs created will show the new options in your dropdown field.
When you duplicate a form field with a saved view connected, the saved view will also be duplicated. You can then move this field to another task.
If you’d prefer to use another saved view for the duplicate, click the three dots and disconnect the original saved view, then connect a different one.
Once you’ve connected a saved view to a form field, all of the fields in that saved view can be used as variables.
In the variables menu, you can identify which ones you need from the headings for global, Workflow and Data Sets variables, as shown below.
You can also use Data Set variables to auto-fill form fields. For example, when you make a selection in a dropdown, form fields that you’ve connected with Data Set variables will be filled with information from that Data Set.
You can share Data Sets and Saved views with other Admins or Members who are already part of your organization.
To the right of the share button (shown above) is the export button. You can export Data Sets and saved views to help integrate your data with other tools.
Click the export button to export your Data Set or saved view as a CSV file.
You can create automations to add, update or delete records in your Data Set with data collected in your Workflow runs.
Choose when a task is complete in a Workflow run or when a Workflow run is complete.
If you have saved views connected to a Workflow, you’ll be able to see this from the purple icon in the top right of your view.
Click this icon to see a list of Workflows that this view is connected to.
Click the settings cog next to your saved view to open the modal. You’ll be reminded here that your saved view is connected to a Workflow.
You can disconnect any form fields that you may have connected before you delete your saved view. If you choose not to, the data can still be seen in active Workflow runs, in dropdown selectors, and as variables.
If you choose to delete a Data Set, all the saved views created from it will also be deleted.
Click the settings cog on the top right of your view and click delete. You’ll be asked to confirm before deleting.
What happens if I disconnect a saved view from a form field in Workflow runs?
A selection already made in a dropdown field will be retained in active Workflow runs. Variables that used the previously connected saved view will need to be removed or re-added.
Data selected or used as variables in any completed or archived Workflow runs will be retained.
Can I use dropdowns that are connected to Data Sets in run links, with the API or with Zapier?
Not at the moment but we’ll be looking at updating this as soon as we can.
The dropdown selector doesn’t load in Slack
The Slack App is not supported in the Beta version. Open the Workflow run in a browser to use the dropdown selector.
I don’t see all the selections in my dropdown when editing a Workflow
When editing a Workflow, the dropdown list is in preview mode so you’ll only see the first three line items. To see them all, publish and run your Workflow and make a selection on the dropdown.
Can I embed a saved view?
Not in the Beta version.
Can I use Data Sets on a mobile app?
Yes, but Data Sets and saved views are best managed on the desktop version of Process Street.