> For the complete documentation index, see [llms.txt](https://doc.wearepatchworks.com/product-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/de-dupe-shape/working-with-data-pools.md).

# Working with data pools

## Introduction

Data pools store data entities that have been tracked via [de-dupe shape](/product-documentation/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/de-dupe-shape.md) and [track data](/product-documentation/process-flows/building-process-flows/process-flow-shapes/standard-shapes/track-data-shape.md) shapes.

Data pools are created and managed via the **data pools** option in general settings. From here you can add a new data pool, or view/update an existing data pool.

{% hint style="info" %}
For more background information on data pools please see [de-dupe shape](/product-documentation/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/de-dupe-shape.md) and [track data](/product-documentation/process-flows/building-process-flows/process-flow-shapes/standard-shapes/track-data-shape.md) pages.
{% endhint %}

## Need to know

{% hint style="danger" %}
Tracked de-dupe data is retained for 90 days after it's added to a data pool.
{% endhint %}

## Adding a data pool

De-dupe data pools can be created in two ways:

* ['On the fly' from de-dupe shape settings](#adding-a-new-data-pool-via-the-de-dupe-shape)
* [From general settings](#adding-a-new-data-pool-via-general-settings)

<details>

<summary><img src="/files/mjTTZzyEQN7pfYDU3Ixl" alt="" data-size="line"> Adding a new data pool via the de-dupe shape</summary>

If you're setting up a de-dupe shape and find that the data pool you want to use doesn't exist, you can create it directly from the de-dupe shape settings drawer. Once created, the de-dupe pool can be used in de-dupe shapes defined for the current process flow, and any other process flows in your company profile.

**Step 1**\
Drop a de-dupe shape onto the canvas - settings for this shape are displayed automatically.

**Step 2**\
Click the **create data pool** link beneath the **data pool** field:

<img src="/files/b4o1JyX2Z7xdMxmx3EiP" alt="" data-size="original">

**Step 3**\
Enter a **name** and **description** for the required data pool, then click **save**:

<img src="/files/R8eU0sfJndvkPJ4Iq4rK" alt="" data-size="original">

**Step 4**\
The de-dupe pool is created and is assigned to this shape automatically.

</details>

<details>

<summary><img src="/files/mjTTZzyEQN7pfYDU3Ixl" alt="" data-size="line"> Adding a new data pool via general settings</summary>

You can add and manage data pools via general settings. Once created, the de-dupe pool can be used in de-dupe shapes defined for any process flows in your company profile.

**Step 1**\
Select the **settings** option from the bottom of the dashboard navigation bar:

<img src="/files/UfS7OzYn3CrShu1bDglS" alt="" data-size="original">

**Step 2**\
Select **data pools**:

<img src="/files/hlhuJafcjLYl5bTxCajP" alt="" data-size="original">

**Step 3**\
Click the **create data pool** option:

<img src="/files/DFqcQJfk2WkctTVHwvQP" alt="" data-size="original">

...a **create data pool** form is displayed:

<img src="/files/nhYLW5qhiibtZDqZ1nMi" alt="" data-size="original">

**Step 4**\
Enter a name and a description for this data pool, then confirm with the **create** button:

<img src="/files/bd1yf2CYCVseYKUMuERt" alt="" data-size="original">

The **name** field is displayed to users when [configuring a de-dupe shape](/product-documentation/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/de-dupe-shape/adding-and-configuring-a-de-dupe-shape.md).

</details>

## Viewing & updating data pools

You can access existing data pools from **general settings**.

**Step 1**\
Select the **settings** option from the bottom of the dashboard navigation bar:

<img src="/files/UfS7OzYn3CrShu1bDglS" alt="" data-size="original">

**Step 2**\
Select **data pools**:

<figure><img src="/files/hlhuJafcjLYl5bTxCajP" alt=""><figcaption></figcaption></figure>

...all existing data pools are displayed:

<figure><img src="/files/DFqcQJfk2WkctTVHwvQP" alt=""><figcaption></figcaption></figure>

For each data pool you can see the `name`, `created at` date/time, and the last `updated at` date/time (i.e. the date and time that this pool was last updated by a process flow run).

**Step 3**\
To view details for a specific data pool, click the associated name in the list:

<figure><img src="/files/iiaPu4ipdOv0KAY57hH7" alt=""><figcaption></figcaption></figure>

...details for the data pool are displayed:

<figure><img src="/files/YqUmeTQ2dpaQCHmL7Fyf" alt=""><figcaption></figcaption></figure>

In the top panel you can change the data pool name/description (click the `update` button to confirm changes) or - provided the data pool is not currently in use by a process flow - you can choose to `delete` it.

In the lower panel you can see all data in the pool. This data is listed with the most recent entries first - the following details are shown:

| Column     | Summary                                                                                                                                                                                                                                                                                                                                                                                                              |
| ---------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Value      | <p>The value of the field that was identified as a match for duplicate records. This is the field defined as the <code>key</code> to be used for de-dupe shapes - for example:<br><br><img src="/files/xzlbcb23gSespvTnYWWW" alt=""><br><br>In this example, the de-dupe <code>ke</code>y is set to <code>id</code>, so the <code>value</code> field shown in the data pool will display <code>id</code> values.</p> |
| Created by | The name of the process flow where this entry was tracked into the data pool. Click this name to open the associated process flow.                                                                                                                                                                                                                                                                                   |
| Created at | The date and time that the record was added to the pool (UTC time).                                                                                                                                                                                                                                                                                                                                                  |
