To create a dataset:

1. Open the relevant application.
2. Select Application settings.
3. Open Datasets.
4. Select Create dataset.
5. Enter a clear name for the dataset.
6. Select the appropriate dataset type or data source.
7. Configure the dataset settings.
8. Add the required fields.
9. Save the dataset.

Use a name that clearly describes the records the dataset contains.

Add properties #

Properties define the information stored or displayed for each record.

There are different data types available. Choose the correct field type from the beginning:

• String;
• Integer;
• Decimal;
• Boolean;
• Date;
• Time;
• DateTime
• Dropdown.

For each field, you may be able to configure:

• field name;
• data type;
• whether the field is Required/ Readonly/ Unique/ Name;
• default value.

Add and manage objects #

An object is one individual item stored in a dataset.

For example:

• one company in the Accounts dataset;
• one person in the Contacts dataset;
• one request in the Requests dataset.

Objects can be created and managed through widgets such as tables and forms. Depending on the application configuration, users may be able to:

• create object;
• view;
• edit;
• delete;
• update several records at once;
• open an individual record on a details page.

The available actions depend on the widget configuration and the user’s permissions.

Connect a dataset to widgets #

A dataset does not appear to application users until it is connected to a widget.

For example:

• connect a Table widget to display multiple records;
• connect a Form widget to create or edit a record;
• connect a Text Grid widget or Card widget to display selected record details;
• configure a Button widget to create or update a record.

When connecting a widget, verify that the correct dataset and fields are selected.

Create relationships between datasets #

Relationships connect records from different datasets.

For example, a CRM application can connect:

• contacts to accounts;
• opportunities to accounts;
• activities to contacts.

A relationship allows users to select or display related records without entering the same information repeatedly.

Use relationships when one record belongs to or references another record. Avoid duplicating information across several datasets when it can be maintained through a relationship.

Connected datasets #

Some datasets retrieve information through an external connection instead of storing it only in Auclio.

See Connections for detailed instructions on creating connections and configuring connected datasets.

Edit or delete a dataset #

To change a dataset:

1. Open Application settings.
2. Select Datasets.
3. Open the dataset you want to manage (click on three dots and click on Edit).
4. Update its settings or fields.
5. Save your changes.

Deleting a dataset or field may break parts of the application that depend on it. Before deleting a dataset, check whether it is used in widgets.

Dataset design recommendations #

When creating datasets:

• create one dataset for each distinct type of record;
• use clear and consistent names;
• avoid storing unrelated information in the same dataset;
• use relationships instead of duplicating data;
• mark only genuinely necessary fields as required;
• consider permissions before adding sensitive information;
• test the dataset with representative records before broader use.