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 record editor.

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.

  1. Click the Data icon in the Explorer panel to display the Data Explorer.
  2. Click the data type for which you want to add data.
  3. In the Data Designer, click the Records tab.
  4. 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.
  5. Enter the values for the first data record. Fields marked with an asterisk (*) are required.
  6. Click the + icon to add fields. Click the Delete icon to delete fields.
  7. Click Generate single and list data pages if you want the system to generate data pages for your data type.
  8. Click Next.
  9. Click Close.
  10. Click Add record or import data from a .csv file to add more data.
  11. Add or delete fields by selecting Edit Columns from the Actions menu next to the Source field.