Index 

Speaking of datasets...

This feature allows you to define which datasets will be offline on mobile devices, which should be synchronized with the external data provider, the synchronization frequency, among other options.

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Datasets are components that allow you to standardize standardizing access to information from locations external to the platform, such as applications and databases. High-performance datasets have a data storage cache obtained externally, which aims to reduce the number of accesses to external data services, that is, it creates a copy of the data structure within the platform for consultationquery, enhancing the performance of the datasets developed on the platform. Therefore, the data are is queried on the platform itself, preventing access to data in the external provider system in every request.

In order to update the data of the copy created on the platform, it is necessary to define the synchronization frequency on the Task Scheduler.

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Basic Path

01. From the main menu, click on Control panel.

02. In the General tab, click on Datasets.

03. View all datasets that have been exported to the platform.

Alternative Paths

Make dataset offline in mobile

01. Click the Edit icon on the Offline mobile column.

02. Define the requested information in the displayed window.

This feature allows creating datasets and defining which ones will be offline on mobile devices, which ones should be synchronized with the external data provider, and the synchronization frequency, disable those that are no longer used, among other options.

Active datasets are highlighted with a stronger font color to stand out among datasets that are no longer being used.

Displaying datasets

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01. In the main menu, click Control Panel, then check Development container and click Datasets.

02. View all datasets shown in the list.

Filtering datasets

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01. Click the Filter button located on the upper right corner of the window.

02. Select the datasets to be shown on screen. Filter by status (active, inactive and/or under editing) and type (internal, simple and/or advanced).

New simple dataset

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01. Click New Dataset, and click Simple.

02. In the Code field, enter a code for the dataset.

03. In the Description field, enter a description for the dataset.

04. In the Service field, select a service for the dataset.

05. When you select the SOAP, REST, or JDBC services, the fill-in options will appear differently from one to the other. Fill in the fields according to the selected service.

06. Click Save.

New advanced dataset

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01. Click New Dataset, and click Advanced.

02. In the Code field, enter a code for the dataset.

03. In the Description field, enter a description for the dataset.

Enable offline dataset on mobile

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01. Click the edit icon in the Offline mobile column, represented by the pencil symbol.

02. Define the required information in the pop-up window

03. Click on Save.

Enable dataset data synchronization

01. Click the Edit icon on the Sync dataset column.

02. Enable dataset data synchronization in "Synchronize with server?".

03. Click Close to return to the main window.

View Syncing Information

01. Click the information icon on the Last synchronization column.

02. View the information of the last data synchronization of the dataset.

03. Click Close to return to the main window.

Enable scheduling of dataset data synchronization

01. Click on the context menu located on the bottom right side of the line that corresponds to the dataset for which the synchronization schedule will be edited.

02. Click on Edit scheduling.

03. In the Schedule settings window, change the desired information.

04. Click Confirm.

Query dataset

01. Click on the context menu located on the bottom-right side of the line corresponding to the dataset that will be queried.

02. Click on Query dataset.

03. View the dataset source code.

04. Click Close.

Delete the dataset data

01. Click on the context menu located on the bottom-right side of the line corresponding to the dataset from which data will be deleted.

02. Click on Delete data.

03. In the message displayed, click on Yes.

Synchronize data in the dataset

01. Click on the context menu located on the bottom-right side of the line corresponding to the dataset from which data will be synchronized.

02. Click on Synchronize now.

Import dataset

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01. Click Import.

02. Select the server to which the dataset will be imported.

03. Click Import.

Export dataset

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01. Select the datasets to be exported.

02. Click Export.

03. Select the server to which the dataset will be exported.

04. Click Export.

Configure access permission in the dataset

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The Control Panel Permissions feature allows you to define users, roles, or groups that will have access to Internal datasets. For more details, go to Permission features in APIs, datasets and webservices.

Dataset synchronization

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Synchronization features are available in a specific screen, which can be accessed by clicking the link in the Synchronization column. Refer to the Dataset synchronization page to learn more about this feature.

More dataset actions

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Datasets contain several specific actions, which may be checked by clicking the Horizontal bars icon in the More actions column. Refer to the More dataset actions page to learn more about these features. 

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