Working with Datasources

A Brief Overview

Sometimes it is much easier on the workflow of office staff to have data in a Google Sheet, RSS Feed, or a basic table. Sometimes building a full SQL database is just overkill for what is needed. Examples might be a list of members without unique id’s or simply a simple list of products. Datasources have very little connection, if any, with other data on your website. They are standalone tables of data, simply for presentation purposes.

If you have a datasource under “Content” > “Datasources”, then your developer has already setup an app to use the datasource and setup the fields required for the custom app.

Create: Step-by-step guide

If you need to create a new category, 1st ensure that your designer has setup the category for your customized app.

1. Click on "Content" > "Datasources" in the main navigation.

2. Edit a datasource by clicking on the title and then clicking the edit link.

3. Ensure the category is not already listed

4. Click the “Add Data” button and enter the following information.

   1. Version Title (required)

   2. Select a “Version Category” from the list

   3. Enter a Version Date (usually the date first published)

   4. Click the “Save” button to load the data table

5. EDIT OR UPLOAD
   Please choose from the following options
   

   1. Edit records directly within the table.
      Note: To add or remove a row, please right-click on the row to choose from the sub-menu.
      Also Note: There is currently no way to re-order the rows. We are working on this, but you can manually order them by creating new rows, entering the information, and removing the old row.
      

   2. Upload a CSV file to replace the current data
      You can upload a csv file that matches the current columns by following the steps below. Please note, this will replace the current data

      1. Click on the “I have a CSV file I would like to upload” checkbox

      2. Drag-n-Drop or click the drop-zone to browse for your CSV file

      3. Your file will automatically upload and replace your current data

      4. Continue to edit records as needed
         

6. When done editing the data, click on the “Save” button at the top of the screen.

7. After the data has been saved, click the “Close” button to close this data category and return to the datasource.

8. When all changes are complete, click on the “Save” button at the top of the screen.

Update: Step-by-step guide

1. Click on "Content" > "Datasources" in the main navigation.

2. Edit a datasource by clicking on the title and then clicking the edit link.

3. You may have one or multiple categories within your datasource.

   1. Choose the category/version you want to edit and click the edit link next to it

   2. EDIT or UPLOAD
      Please choose from the following options
      

      1. Edit records directly within the table.
         Note: To add or remove a row, please right-click on the row to choose from the sub-menu.
         Also Note: There is currently no way to re-order the rows. We are working on this, but you can manually order them by creating new rows, entering the information, and removing the old row.
         

      2. Upload a CSV file to replace the current data
         You can upload a csv file that matches the current columns by following the steps below. Please note, this will replace the current data

         1. Click on the “I have a CSV file I would like to upload” checkbox

         2. Drag-n-Drop or click the drop-zone to browse for your CSV file

         3. Your file will automatically upload and replace your current data

         4. Continue to edit records as needed
            

4. When done editing the data, click on the “Save” button at the top of the screen.

5. After the data has been saved, click the “Close” button to close this data category and return to the datasource.

6. When all changes are complete, click on the “Save” button at the top of the screen.

CSV FILE UPLOAD BUG

There is currently a small but when uploading a csv file to replace the data in the datasource.

After you upload the file, the first row from the old data will remain, and the column names will also be imported, resulting in the first 2 rows of the datasource to be incorrect.

To resolve this issue, please right click on the first and second row to delete them prior to saving.

Adding Images

If your customized app, contains images, you can upload the images to the “Media” tab. Your designer will let you know if your custom app uses images and what column to use.

1. Upload images into the “Media” tab by clicking the “Add Photos, Videos, and Files” button.

   1. Drag-n-Drop images into the upload panel, and then click the green “Upload Files” button.

   2. Uploaded images will appear under the drop zone.

2. Please note the ID for the image. You will need this number when editing your data.
   Note: If you do not see the ID, you may have to click the “Save & Continue to Edit” button at the top of the page.
   

   

3. Click on the datasource tab and continue with the steps above in “Update: Step-by-step”

4. Enter the ID number into the column specified by your designer.

5. Click the “Save” button to save the data.

Tip

It may be easiest to use a piece of paper to note the record you want to edit and the ID of the image you want to associate to it. This way you can simply note all the image ID’s and then enter them all at once.

We are aware that this is quite cumbersome and we are working on a way to easily choose the image directly from the data table.