Data Schemas
Data Schemas are used by the data-driven editor option. They allow you to set formatting rules that maintain branding and overall consistency across orders in a B2B environment.
An example of this would be the formatting of a Phone Number ###-###-####.
If a Data Schema was not used, users would be able to format their phone numbers however they like. This would create inconsistencies between various users' business cards that work for the same company.
Create a Data Schema
Step Action
1. Select {Online Ordering} and then select {Variable Templates
New} and then select {Data}.
2. Click on {New}. You have 3 options:
Folder: This allows you to organize your images
in folders and subfolders e.g. Customer and
Template type.
Schema: Are attached to a Design used for B2B
Templates.
Import: This allows you to import Data Schemas
from Data Schemas that were downloaded from
Customer's Canvas. To download Data Schema,
right click on the Data Schema and click
on {Download}.
3. Enter in the Name of the New Schema e.g. Business Cards
4. Select {Field Name}.
Field | Description |
Image | Select if you would like a dropdown for selecting an image. |
Number | Select if you would like to format a number e.g. ###-###-#### |
String | Select if you would like Text. |
Variant | Select if you would like a dropdown selection. |
Image
Enter Display Name
Enter Description
Enter Prompt
Select Folder - Add a folder with all the images in Data Schemas
If required, check off the Required box
Select whether a user should be able to upload images, pick it from a library or both.
Any - Upload or select an Image from a library
Assets - Select from a library
Upload - Upload an image
Add Error Text
Number
Enter Display Name
Enter Description
Enter Prompt
If required check off the Required box
Select Format Type that you would like as the default
Enter a sample of the format
Add Constraints and Error Text
String
Enter Display Name
Enter Description
Enter Prompt
If required check off the Required box
Add Constraints and Error Text
Field | Description |
Pattern | |
Min character | Enter the minimum number of characters |
Max character | Enter the maximum number of characters |
Min number of lines | Enter the minimum number of lines |
Max number of lines | Enter the maximum number of lines |
Min characters per line | Enter the minimum number of characters per lines |
Max characters per line | Enter the maximum number of characters per lines |
Variant
Enter Display Name
Enter Description
Enter Prompt
If required check off the Required box
Add Constraints
To add a selection in a dropdown menu click on Add variant.
Value - The text displayed on the layout.
Display Name - The name displayed in the dropdown selection.
After completing one of the above click on {Apply}.
Next, select an Identifier - This will show up on an Order Item in the name field after the product description and in the production file name.
Lastly, if you would like to have presets click on {Create Data Set}. For more info, read our article about Data Sets.