Create Related Data Set
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    Create Related Data Set

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    Article summary

    Goal​

    To create a new related data set in the Mapp Engage system. A related data set is used to save data in Mapp Engage within Related Data.

    Prerequisite​

    • The Related Data function has been activated on your Mapp Engage System.

    • You have permission to create related data sets:

      • Permission 150 system_view_edit_own_related_data​.

      • ​Permission 153 system_edit_all_related_data​.

    Note:

    The number of Related Data Sets is limited. If you reach the limit of Related Data Sets, a message appears.

    Procedure​

    1. In the ​main navigation, click ​Administration​ > ​Attributes > Related Data

    2. Click the ​Create new Related Data Set​ button.

    3. Enter the Related Data Set Name.

      • The name may only consist of letters, numbers, and dashes.

      • Spaces or special characters cause an error because the name is used for identification in several system processes.

      • Max 50 characters.

    4. Optionally, add a description.

    5. From the ​Linked User Attribute (optional)​ drop-down list, select which attribute the related data set is linked to.
      Example: Link the purchase history data set with the user ID attribute. Mapp Engage uses the user ID saved in the attributes to recognize automatically which data in the related data set is associated with which recipient.

      You can also create a related data set that is not linked to any attribute.

    6. The Duplicate Keys allowed toggle switch allows you to select whether each key exists only once in the table (unique) or whether keys can appear more than once (non-unique).

      • Unique: Each data record possesses a unique identifier (a unique value) stored in the key column (the first column of the data record). For example, in an imported product catalog, each product ID (and thus all information on the product) is unique.

      • Non-unique: A data record may appear in the data set more than once, and information may be stored several times. For example, if the purchase history is imported, information on the customer appears for every purchase the customer makes.

    7. Click ​Save​ & Close.

    Next Steps

    To populate the related data set, you must:

    1. Prepare the structure and import files of the related data set: Structure of XML and CSV Files (Related Data)

    2. Import the data: Import Data Into Related Data Set


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