Working with data pools

Introduction

Data pools store data entities that have been tracked via de-dupe shape and track data 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.

Need to know

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: