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Adding or updating data for a data type
You can add or update data records for a data type by importing them from a .csv file or by using the .
Note: If you are adding data to your data type for the first time and you want to import the data from a .csv file, you must configure your data type for local storage by adding the first data record in the record editor.
You can view the pages and properties that use a data type from the Data Designer.
- Click the Data icon in the Explorer panel to display the Data Explorer.
- Click the data type for which you want to add data.
- In the Data Designer, click the Records tab.
- If you have not configured a data source, click Configure source to set the data source up for use in the record editor.
Note: Data records cannot be configured for cases.
- Enter the values for the first data record. Fields marked with an asterisk * are required.
- Click the + icon to add fields. Click the Delete icon to delete fields.
- Click Generate single and list data pages if you want the system to generate data pages for your data type.
- Click Next.
- Click Close.
- Click Add record or import data from a .csv file to add more data.
- Add or delete fields by selecting Edit Columns from the Actions menu next to the Source field.
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