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Build your own tables without writing code.
With Documenos® Datasets, you design the tables you need yourself. You arrange the fields with drag and drop.
Choose from dozens of field types such as text, number, date and colour.
Special types such as user, department, directory entry and location are ready to use as well.
Use formula fields to calculate values automatically.
AI-powered fields can fill in content for you.
You can make fields required, read-only or hidden. You can copy an existing dataset with one click and use it as the starting point for a new table.
You add, edit and delete records on screen in a table view. You upload Excel files in one go and choose whether to clear the existing data and rewrite it or append to it.
Large files are imported quickly with high-speed bulk transfer.
You can regularly pull data from MS SQL, MySQL, MariaDB, PostgreSQL, SQLite, text and Excel sources. Transfers run automatically every five minutes.
A transfer can add only new records, update existing records, or delete records that no longer exist in the source.
You can also publish the dataset as a form open to people outside your organisation. No sign-in is required to fill it in.
Datasets are used in document, contract, process and workflow templates. They are also useful in survey questions, task categories, stock documents and CRM activities.
Datasets become the source of drop-down lists in forms. A field can pull values from another dataset, so you can build linked, filtered selection lists.
Workflow steps can add, update or delete dataset records at the moment of approval, return or completion.
Every dataset is automatically mirrored to the reporting database and can be used immediately in your reports and dashboards.
You can also create a new dataset from a form template with a single click.
