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Datasets
6 articles
Understanding datasets
Last Updated: August 19, 2026Datasets define the information used in an Auclio application. What a dataset is A dataset is a collection of objects that all share the same structure. Each object represents one business item, and the dataset’s properties define what is stored about it. For example, accounts, contacts, projects, requests, and incidents are each a dataset. One...
Create a dataset
Last Updated: August 24, 2026Datasets are created and managed from application settings. Dataset management To access dataset management: The list shows every dataset in the application, with the number of objects it holds, the connection it uses, whether it allows files, and a Used in count showing how many places depend on it. Use the search field to filter...
Manage properties
Last Updated: August 24, 2026Properties define what is stored about each object in a dataset. Understanding properties A property is one piece of information: Account name, Country, Annual revenue, Customer status. Every object in a dataset has the same properties, even when some of them are empty. Each property has three things that matter: Properties are managed in the...
Manage objects
Last Updated: August 24, 2026Objects are the individual items held in a dataset. Understanding objects For example, one object is one company in an Accounts dataset, one project in a Projects dataset, or one request in a Requests dataset. An object holds a value for each property of its dataset, may carry files, and may sit in a workflow...
Connect related datasets
Last Updated: August 24, 2026Business information is rarely flat. A contact works at an account, a city belongs to a country, a task belongs to a project. This page explains the four features Auclio gives you for connecting datasets, and which one to reach for. The four features, and which one you need Feature Where you set it What...
Work with files
Last Updated: August 24, 2026Objects in Auclio can carry files. For example: contracts on an account, photographs on an incident, invoices on a payment etc. How files are handled Files are attached to objects, not stored as a property. There is no file data type. Instead, files are switched on for a dataset as a whole, and every object...
