Skip to main content
Kinetic Community

Data Sets

Setting Up and Managing Data Sets

Introduction

 

A Data Set and its mappings help both the AR System Administrator and Users to work with Kinetic SR. Kinetic SR includes 64 generic “attribute” fields for every customer survey created. These attributes will get used in message templates, survey text, qualifications, and reporting. If they were left as generic field names, it would be difficult for you or your users to remember what type of data is in Attribute6 or Attribute62. 

To solve this problem, Kinetic SR includes the concept of Data Sets. Data sets are nothing more than handy labels for the fields you use within a survey or request.  Menus that reference these fields use the data set name for a field rather than the generic name. So rather than seeing “Attribute62” on a field menu, your users will see “Department” or other useful name that you give it.

A survey can have only one data set. However, in your entire Kinetic SR application, you will likely have a number of data sets.  Some data sets will apply to many different surveys; others will be specific to one. If no Data Set is selected by the Survey author, the “SYSTEM_DEFAULTS” Data Set will be used.

While creating a Data Set for a specific integration that you have constructed, it is a good idea to have the filter you created to reference what fields from your originating system are pushed into fields on Kinetic SR. 

 

Creating a Data Set

Creating a Data Set is done on the integration manager, on the tab labeld Data Set.

data set tab.JPG

From the Data Sets tab, the SYSTEM_DEFAULTS is the default data set shown.

To Create a New Data Set:

  1. Click the Add button at the bottom of the table.
  2. Type in a new Name for your Data Set in the Data Set field (you will be overwriting the name that appears there automatically)
  3. Add the Label for your data set entry into the Field Label field
  4. Select the matching attribute from the Survey Field Name drop-down
  5. Click Save

NOTE: Field labels are often shared across service items or survey templates, so the names need to be generic enough to use for multiple templates.

To Modify an Element in an Existing Data Set.

  1. Select the correct Data Set from the View Data Set drop-down list above the table
  2. Select the Data Set element from the table and double click
  3. Make changes to either the Field Label or Survey Field Name fields. You can also modify the Data Set name, but that will move the Data Set element to another Data Set, or create a new Data Set.
  4. Click Save

NOTE: Modifying Data Set Elements could cause qualifications to break

To Add an Element to an Existing Data Set

  1. Select the correct Data Set from the View Data Set drop-down list above the table
  2. Click the Add button below the table
  3. Type in a new Field Label name
  4. Select the matching attribute from the Survey Field Name drop-down
  5. Click Save

Data Set Mappings

Once a Data Set is finished, you can add mappings (optional). Remember a Data Set is just labels for survey fields. You have not specified the actual fields that populate each Data Set Item. 

Data Set Mappings allow tracking of exactly what fields populate your surveys/requests.  For example, you may have both an integration from another AR System form, and a web service populating a survey using its specified Data Set.  You could create both a mapping from your AR System form and a mapping from your web service to manage what fields from each system move data into your survey.

Data Set Mappings are only for reference.  No filter or workflow use the mappings.  Rather they are there to help you manage your data sources.  With only a survey or two, the data sources used are easy to remember.  However, once your use of Kinetic SR grows, it is possible you have many different mappings for different source of data feeding surveys.

​Create a Data Set Mapping

​From the Data Sets tab on the Integration Manager

  1. ​Select the Data Set that you want to add mappings to
  2. ​Click Add below the Mapping Sources table - the Data Set Mapping dialog appears
  3. ​Select a Source from the Left Side (list of integrated forms)
  4. ​Select a Remedy field
  5. ​Select a Field Label from the Right side
  6. Click Save

​Example of mapping dialog

Data Set Mappings.JPG