Data sets can be used within Data Schemas to prefill information. The information from a Data Set will be automatically formatted using the rules outlined in the Data Schema.

 

*Data Schemas outline the formatting rules. Data Sets are the prefill options that can be chosen by the end user.


Navigate to Data Sets

  • Select Settings > Online Ordering > Variable Templates New.
  • Click Data > Data Sets.
  • Click on New > Data Sets




Create a Data Set

  • Enter a Name.
  • Select a Data Schema.
  • Fill in the information for each heading. Add as many rows as needed and save.



Data sets can be used within Data Schemas to prefill information. The information from a Data Set will be automatically formatted using the rules outlined in the Data Schema.