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  • Data Docs [Legacy]

Data Docs [Legacy]

4 min read

Data Docs are created in the Authoring Center allow users to access the output from a Data Object generated with user data in a CSV file from the Output Center. 

1. Create Data Docs

  • Navigate to the Data Docs page and click on CREATE NEW.
image 46
  • The Data Doc Editor will be opened on a separate tab in the browser.
image 47

  • In the Data Docs Editor, select a Category and then a Data Object of the selected category from the drop-down menus.
  • The Columns, Rows and Data Settings relevant to the selected Data Object will be loaded in the window.
image 48

2. Add/Remove Columns

  • Select the columns required to be included in the Data Doc by checking the boxes of the columns in the left pane under Available Columns and then click INCLUDE.
image 49

  • The selected columns will then be added to the right pane under Included Columns.
  • You can also simply drag a column name from the left pane and drop it into the right pane.
  • To re-order the columns under Included Columns list, click on the icon by the side of the column name drag to the desired position.
  • Check the box of the column(s) and click REMOVE in the top right corner of the right pane to remove a column(s) from the Included Column list. 
  • You can also click on the 57497152 a08d 468a a692 7d0e5fce2f70 icon of the item to exclude it from the list.
image 50

3. Edit Display Settings, Rows and Data Settings

Display Settings

  • Click on the “Preview” icon towards the end of the included item name to open its Display Settings panel.
image 51

  • Change the settings of the values of the particular column as required and then click COMMIT to save the changes.
  • You can select a specific row to which the altered display settings should be applied to or apply to all rows from the Apply to Rows drop-down.
  • Select the Rows tab to edit the visibility of the data rows of the selected Data Object.
  • Click on the “View” icon of the row item to show or hide the row data.

Note: Column Headings and Details Row are shown by default. You can hide them if needed.

image 52
  • Go to Data Settings tab and then alter the settings of the data as required to be in the output.

4. Add Labels

  • You can add a label(s) to the Data Doc to include specific data in the output.
  • Select the Labels tab from the top of the editing pane.
  • Enter a name for the label which will be displayed in the output.
  • Then, select a category and a label from the given drop-down menus.
image 54

  • You can add multiple labels by clicking on ADD.
  • To remove an added label click on the red “Remove” icon at the end of the label item.

5. Save and Publish

  • Click on SAVE and enter a unique name for the Data Doc and then click SAVE in the prompted action box.
  • The Data Doc will be saved as a Draft.
image 55

  • Then click Publish to publish the saved Data Doc.
  • Once published, the Data Doc will be saved as a Published Doc. 
image 56

  • You can close the Data Docs Editor and then go  to Data Docs main page to view the saved Data Doc.

Note: Please refresh the main page to see the updated lists.

image 57
  • To edit the Data Doc, click on the “Pencil” icon and you will be directed to the Data Doc Editor.
  • Once edited, make sure to click SAVE and PUBLISH to save the changes.
  • Click on the name of the Data Doc in the list to view the Doc.
image 58

6. Preview with Data

  • To preview the saved Data Doc with user data, select Preview with Data from the hamburger menu of the relevant Data Doc.
image 59

  • If you are in the Data Doc Editor window, click on the “Search” icon.
image 60

  • When the Generation overlay is launched, add the general details, select an account(s) for which the output should be generated and click NEXT.

Note: You can have a quick view of the Data Doc template by clicking on its name in the Generation overlay.

image 61

  • After the file has been generated click View. The output will be previewed on an excel panel.
  • Click on the “X” icon to close the preview panel.

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Updated on March 3, 2025
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