DATASET

This guide outlines a step-by-step process for creating datasets using the "Create Dataset" form. It provides detailed instructions on each field within the form, enabling users to accurately define dataset properties and field details.

Why Create a Dataset?

Creating datasets helps organize and structure data effectively. By linking datasets to processes, sub-processes, and sub-sub-processes, data is logically grouped and easier to manage. This improves accuracy, simplifies retrieval, and supports better decision-making.

Pre-Condition

The user should be logged in with valid credentials, and a Process should be created.

Permissions related to Dataset

  • Can See Data Setup Left Menu
  • Can create Dataset
  • Can Edit Dataset
  • Can Delete Dataset

Access the "Create Dataset" Form

STEP 1: Click on "Data Setup".

Navigate to the Data Setup section.

STEP 2: Click on "Dataset".

Click on Dataset located on the top right corner.

STEP 3: Click on the "Create" Button.

Click the Create button to open the Create Dataset form.

STEPS FOR DATASET

The Create Dataset form will pop up.

DATASET FORM

Create Dataset Form

STEP 4: Fill Out the Create Dataset Form

  • Dataset Name: Enter the name of the dataset in the provided text field.
  • Process: Select the process related to the dataset from the dropdown menu.
  • Sub Process: Select the sub-process related to the process from the dropdown menu.
  • Sub Sub Process: Select the sub-sub-process related to the sub-process and process from the dropdown menu.

Field Details Section

This section allows users to define the fields within the dataset. It includes the following columns:

  • Field Name: A text input field where users can enter the name of the field.
  • Label Name: A text input field where users can enter the label name for the fields (it can be similar to the field name).
  • Type: A dropdown menu to select the type of the field. The options are:
    • Character: A single-line input field for short text entries, such as names, titles, or short descriptions.
    • Text Area: A multi-line input field for longer text, like descriptions or notes. It allows for paragraphs and line breaks.
    • Date Time: A field for selecting both a date and a time, typically used for scheduling, timestamps, or deadlines.
    • Date: A field specifically for selecting dates, without the need to specify a time. It’s useful for birthdates, event dates, etc.
    • Number: A field that only accepts numeric input, such as integers. This is commonly used for quantities, ages, and other numerical data.
    • Boolean: A field for a binary choice, usually displayed as a checkbox, toggle, or radio buttons. It typically represents Yes/No, True/False, or On/Off values.
    • File: A field for uploading files. This allows users to attach documents, images, or other files related to the form's content.
    • Hyperlink: A field to enter a URL (web address). It typically includes a text box to input a link and might display it as clickable text.
  • Max Length: A text input where users can specify the maximum length for the selected type of field.
  • Mandatory: A dropdown menu to indicate whether the field is mandatory (Yes or No).
  • Delete: Users have the option to Delete the field if not required.
  • To add additional fields to the dataset, click the + Add Row link to add a new row for field details.

STEP 5: Create or Cancel

  • Create: After filling in all necessary details, click the Create button to submit the form and create the dataset.
  • Cancel: Click the Cancel button to cancel the dataset creation and clear the form.

View or Search Datasets

  • Search for a Dataset: If you need to search for a specific dataset, use the search bar.
  • View Created Datasets: Once the dataset is created, it will be displayed in the window along with details such as Process, Sub Process, Sub Sub Process, and Status.

CREATED SEARCH

Manage Datasets: Actions

EDIT DELETE

Delete

Click the Delete icon to mark the dataset as inactive. The data will not be removed but will no longer be active.

Edit

Click the Edit icon to enable editing mode, then make the necessary changes. After editing, save the changes to update the dataset information.
- Once the dataset is finalized or if customer details are added, editing the dataset will no longer be allowed.

View

Click the Eye icon to view the dataset.

Dataset Field Details and Masking Options

When a user clicks on a dataset, a new tab opens displaying both user-created fields and system-generated fields. For each user created dataset field, the user can view:

  • Field Type
  • Is Mask option is only for user created dataset.
Is Mask Option

The "Is Mask" feature allows users to obfuscate or partially hide sensitive data in a selected field. This is useful for protecting personal or confidential information such as phone numbers, email addresses, or identification numbers.

When Is Mask is enabled for a field, the user can configure the following:

Mask Direction: Choose how the data should be masked.

  • Left: Masks characters starting from the left.
  • Right: Masks characters starting from the right.
  • Middle: Masks characters in the middle of the value.

Mask Length: Enter the number of characters to be masked.

Example

IS MASK If the original phone number is 6784567890 and the user selects:

  • Mask Direction: Left
  • Mask Length: 6

Then the masked value will appear as: ******7890

Similarly:

  • Right Mask, Length 4 → 678456****
  • Middle Mask, Length 4 → 678****890 (depending on logic)