# Working with data pools

## Introduction

Data pools store data entities that have been tracked via [de-dupe shape](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/de-dupe-shape) and [track data](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-shapes/standard-shapes/track-data-shape) shapes.&#x20;

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.&#x20;

{% hint style="info" %}
For more background information on data pools please see [de-dupe shape](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/de-dupe-shape) and [track data](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-shapes/standard-shapes/track-data-shape) 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) &#x20;
* [From general settings ](#adding-a-new-data-pool-via-general-settings)

<details>

<summary><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FPq80F8deQ3i4P3iazHRj%2Ficon%20decision.svg?alt=media&#x26;token=61be5bf3-7235-45fe-af5f-726229df8dd6" 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.&#x20;

**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="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FGaN2rcOwXOILYHlYokdq%2Fcreate%20data%20pool%201.png?alt=media&#x26;token=fc835298-af02-4433-bd55-50a9e7faf48c" alt="" data-size="original">

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

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F93c9PLLmlVFnn27ozMJ0%2Fdedupe%20data%20pool%20from%20shape%202.png?alt=media&#x26;token=c93f7880-57d1-43b7-a3c1-0ef162875ae8" alt="" data-size="original">

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

</details>

<details>

<summary><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FPq80F8deQ3i4P3iazHRj%2Ficon%20decision.svg?alt=media&#x26;token=61be5bf3-7235-45fe-af5f-726229df8dd6" 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.&#x20;

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

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FreBpIRIISjWl6kiSv3K0%2Fadd%20data%20pool%200.png?alt=media&#x26;token=573665e1-f0d0-4421-adac-b85ebfec60cd" alt="" data-size="original">

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

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FTTsoFuTpNWiX9e38IHEC%2Fadd%20data%20pool%201.png?alt=media&#x26;token=54fc0bce-dbe8-43b5-a7cf-4d081a03d37f" alt="" data-size="original">

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

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FAzXHP7ZCd8ouUu9H56h5%2Fdata%20pool%201.png?alt=media&#x26;token=c0770ee2-30de-4983-a118-ea69498f675d" alt="" data-size="original">

...a **create data pool** form is displayed:&#x20;

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F1I8QXhNG8cTUyJTm6EwT%2Fadd%20data%20pool%202a.png?alt=media&#x26;token=23e11d51-2d69-4e89-a1d8-05fe3d72215f" alt="" data-size="original">

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

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F2btGipmX17erUR3PCC8M%2Fadd%20data%20pool%203.png?alt=media&#x26;token=9a7fe15c-1df8-42ee-a1c2-a2085c884e51" alt="" data-size="original">

The **name** field is displayed to users when [configuring a de-dupe shape](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/de-dupe-shape/adding-and-configuring-a-de-dupe-shape).&#x20;

</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="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FreBpIRIISjWl6kiSv3K0%2Fadd%20data%20pool%200.png?alt=media&#x26;token=573665e1-f0d0-4421-adac-b85ebfec60cd" alt="" data-size="original">

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

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FTTsoFuTpNWiX9e38IHEC%2Fadd%20data%20pool%201.png?alt=media&#x26;token=54fc0bce-dbe8-43b5-a7cf-4d081a03d37f" alt=""><figcaption></figcaption></figure>

...all existing data pools are displayed:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FAzXHP7ZCd8ouUu9H56h5%2Fdata%20pool%201.png?alt=media&#x26;token=c0770ee2-30de-4983-a118-ea69498f675d" 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="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FhzmC9frAs3L8dXQvToMB%2Fdata%20pool%202.png?alt=media&#x26;token=852efb40-88bd-44c4-b958-e64f1e19d428" alt=""><figcaption></figcaption></figure>

...details for the data pool are displayed:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FyXbNzK7B7vmHZW56k5Dm%2Fdata%20pool%203a.png?alt=media&#x26;token=9e50d87b-d3cf-497d-ad9a-5397da07ce8d" 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="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F1dc6GVfsDlhwZFf4Vv1L%2Fvalue%20example.png?alt=media&#x26;token=80a62628-7728-4cc5-b6e1-62fdc7862d58" 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).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
