Data Sets List view

The Data Sets List view displays all Data Sets currently in the environment. This view displays essential information such as names, types, modification dates, and available actions for each Data Set. Administrators and users with appropriate permissions can create, edit, clone, export and delete Data Sets directly from Data Sets List view.

Data Sets List view functions

Field	Description
Name	Displays the name of the Data Set.
Description	Displays the optional Data Set description.
Type	Define the type of Data Set.
Modified On	Displays the date and time when the Data Set was last modified.
Ellipsis button	Opens the ellipsis menu that provides access to additional actions.
+ Create	Opens the Create data set wizard to allow users to create additional data sets.

Managing Data Sets

Users with the appropriate permissions can manage the Data Sets and their permissions within their project with the following actions: create, edit, clone, and delete.

Create a Data Set

In the Data Sets List view, select the +Create button.

The Create data set wizard displays.

In the Name field, enter the name for your data set.

(Optional)In the Description field, enter a description for your data set.

We recommend adding a Description to your data set so that users can quickly identify when they can clone an existing data set that can be modified to match a new business need.

In the Type drop-down menu, select the type Data Set to create.

Select the Create button.

The success message displays. The Overview page for the new data set displays.

You've successfully created a new data set for your project.

Edit a Data Set

Users can edit Data Sets in two ways: clicking the desired data set in the List view or clicking the Options button for the desired data set in the Data Set List view and selecting Edit.

Users make edits to data sets via the Data Sets Overview Tab or the menu and tab options. They can make the following changes from this view:

Change the data set's name

Change the data set's description

Modify the Data Set(s) properties via the available tabs

Clone a Data Set

When cloning a data set, the system reuses the data from an existing data set. It allows you to make changes to craft a new data set quickly.

Stefan works in the Proxima Centauri a branch office and needs a data set for transporting goods from Proxima Centauri a to locations in the Sol System. He can clone an existing data set and reuse, or modify, it as needed to create schemas and forms.

In the Data Set List view, select the Options buttons for the data set you wish to clone.

Select the Clone button.

The Clone Data Set wizard displays.

By default, the system automatically reuses the name from the original data set with a parenthetical increment (1).

In the Name field, enter a new name for your data set.

(Optional) Select the checkbox for Include Samples.

(Optional)In the Description field, enter a description for your data set.

Select the Clone button.

A success message displays confirming the data set's successful cloning.

The Edit View for the cloned data set displays.

You've successfully cloned your data set.

Export a Data Set

Users can export data sets, including their samples and dependencies, to maintain data integrity and functionality when transferring them between projects within their Experlogix Documents subscription. This section offers a concise overview of the export process, detailing the steps for exporting items and managing their dependencies.

The export of an item cannot be completed if the user lacks read access on at least one dependency. Alternatively, they can choose to export without dependencies.

In the Data Sets List view, select the item you wish to export.

Select Export to initiate the export process.

A dialog displays options for dependencies and samples of the selected item.

Select Include samples to add sample data to the export, and/or select Include dependencies to include all dependencies of the selected item.

Including the dependencies makes the exported item work properly when imported into the destination.

Rename your Export package name if you want.

Select Export.

The success message displays, and the export package is downloaded.