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.