Working with data pools

Introduction

Data pools are added and managed via the data pools option in general settings. From here you add a new data pool, or view/update an existing data pool. For more background information on data pools please see our De-dupe shape page.

Need to know

Tracked de-dupe data is retained for 90 days after it's added to a data pool.

Adding a data pool

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

• 'On the fly' from de-dupe shape settings

• From general settings

Adding a new data pool via the de-dupe shape

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:

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

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

Adding a new data pool via general settings

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:

Step 2 Select data pools:

Step 3 Click the create data pool option:

...a create data pool form is displayed:

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

The name field is displayed to users when configuring a de-dupe shape.

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:

Step 2 Select data pools:

...all existing data pools are displayed:

For each data pool you can see the creation date, and the data that it 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:

...details for the data pool are displayed:

In the top panel you can change the data pool name/description (click the update button to confirm changes) or - if 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	The value of the field that was identified as a match for duplicate records. This is the field defined as the key to be used for de-dupe shapes - for example: In this example, the de-dupe key is set to id, so the value field shown in the data pool will display id values.
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.
Updated at	The date and time that the record was added to the pool (UTC time).