Create New DatasetUsing Datasets As TemplatesDataset BasicsMetadata OptionsAdding Metadata FieldsTestingExample
Modifying DatasetsChanging FieldsDataset StatisticsDeleting Datasets
This is the "Dataset Basics" page of the "Creating & Managing Datasets" guide.
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Creating & Managing Datasets  

Last Updated: Feb 10, 2017 URL: Print Guide RSS UpdatesEmail Alerts

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Dataset Basics

Dataset Basics is exactly that - setting up the general info for your dataset.

Dataset Info is straightforward enough:

  • Name
  • Description: appears on manage dataset screen
  • System Color: appears on the edges of the screen.

See a screen shot of where the color appears. (The blue at the edges.) ▼

For all Dataset Basics options, don't forget to hit SAVE when you've made any changes!



Timestamps allows you to choose the type of timestamp you want to use for this dataset:

Timestamp options

  • Display Start & End Time Stamps: Best if there's a clear start & end time (for duration analysis).
  • Display One Date/Time Stamp: Best if recording something at one point in time (e.g., floor counts).
  • Display Date Stamp Only: Best if you don't care about the time (e.g., aggregate statistics for a day).
  • Display Month/Year Stamp: Best for aggregate monthly statistics.
  • Automatically Calculate the Time Stamp: Best for a survey/form where you want the system to automatically record the date/time the form was submitted.

Entry Labels

Entry Labels are for the 3 fields at the top of the form. These are optional - use 0, 1, 2, or all 3 - and name them anything you want!

Label 1: First field on the left.

  • Max 140 characters (for entries).
  • Can set up "Predefined Entries": a list of repetitive questions/entries used for fast recording.

Label 2: Second field on the left.

  • Max 500 characters (for entries) .
  • Mainly used as a "more information" field to expand on the first field.

Label 3: Field on the right.

  • Max 64k of data (for entries). (That's about 65,000 characters. ;)
  • Use this for anything you want: answer to a question, activities in an instruction session, etc.

Example of labels

Example of labels


Access Controls

Access Controls allow you to decide who (of the non-admin accounts) can access what.

All admin-level users have access to managing / entering records on any dataset in the system.

Access Controls

  • Managing Datasets:
    If you'd like to allow a Regular user to manage a specific dataset, just choose the 2nd option ("All admin-level accounts plus:") and select the user(s).
  • Entering Records:
    All account holders can enter records in any dataset by default.
    If you'd like to limit this, you can! Choose "All admin-level accounts plus:" in that section and select the folks who should be allowed to add records to that dataset. 

Custom Code

Custom Code

Custom Code allows you to make any style changes you want - or add a footer - for that dataset.

If you know CSS, this is a great way to make your dataset look exactly the way you want!


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