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DataSource Actions

Actions that let you edit and update GoFormz DataSources

Updated over 2 years ago

These actions let you manipulate GoFormz DataSources. The following actions are available:

  • Add DataSource Rows: Bulk add rows to a DataSource from a DataSet file.

  • Delete DataSource Rows: Bulk delete rows from a DataSource, as specified by row ID. Dependent on the Utilities Action: Compare DataSource To DataSet.

  • Get DataSource: Generate a DataSet JSON file from a DataSource.

  • Update DataSource Rows: Bulk update some DataSource rows from a DataSet file. Dependent on the Utilities Action: Compare DataSource To DataSet.

  • Upsert DataSource Row: Add or update a single row in a GoFormz DataSource.

There are a number of possible use cases for the DataSource actions. For instance:

  1. Updating your GoFormz DataSource with data from an external DataSource.

  2. Updating your external DataSource with data from a GoFormz DataSource.

  3. Updating your GoFormz Data ource with data from a GoFormz form.

Add DataSource Rows

Add rows to a GoFormz DataSource from a DataSet JSON file. Used to sync a GoFormz DataSource with an external DataSet. Usually combined with 'Compare DataSource to DataSet'. Unlike the Update DataSource Rows and Delete DataSource Rows actions, this action can be used independently of the Compare DataSource To DataSet action. This is possible because the Add action does not rely on row IDs in the input data, while the Update and Delete actions do.

Below are the inputs for Add DataSource Rows.

  • DataSource (required): The unique 32-digit hexadecimal identifier of the DataSource to which new rows should be added.

  • DataSet (required): The name of the DataSet JSON file containing the rows to be appended to the DataSource identified by DataSource ID.

  • Key Column (required): The name of the file column in the DataSet that should be mapped to the DataSource key column.

  • Column Mappings (required)

    • DataSet Column: Name of the DataSet Column that you want to compare.

    • DataSource Column: Name of the Datasource Column that you want to compare.

Note that your DataSet file may contain additional columns, but only the columns specified in the Column Mappings input will be used in the update.

Delete DataSource Rows

Delete rows from a GoFormz DataSource. This action is typically used as part of a workflow to sync a GoFormz DataSource with an external DataSource. It relies on the Compare DataSource To DataSet action to deliver the list of row IDs to be deleted from the DataSource.

Below are the inputs for Delete DataSource Rows.

  • DataSource (required): The unique 32-digit hexadecimal identifier of the DataSource containing the rows to be deleted.

  • Row Ids: A comma-delimited list of the DataSource row IDs to be deleted.

  • Row Keys: A list of DataSource row keys separated by pipes. Ex: "Key1|Key 2|..."

Get DataSource

Generate a DataSet JSON file from a GoFormz DataSource.

This action is necessary whenever you need to extract information from a GoFormz DataSource. There are many scenarios where this is useful; for example:

  • Data Access. Accessing a specific DataSource row to obtain some information. For example, you may want to get information about a specific customer in your customer DataSource (e.g. their address, phone number, etc.).

  • Data Comparison/Update. Comparing your DataSource to an external source (perhaps in order to bring the two sources in sync by updating one of them).

  • Data Export. Sending your DataSource contents to some third-party destination, perhaps for analysis or simply for storage.

Below are the inputs for Get DataSource.

  • DataSource (required): The unique 32-digit hexadecimal identifier of the desired DataSource.

  • Row Limit: Default is 2000 rows

Get DataSource will output the name and URL of the DataSet JSON file containing the DataSource.

Update DataSource Rows

Update some rows of a GoFormz DataSource from a DataSet JSON file. Note that this action will update multiple rows at once. To update an individual row, you can use Upsert DataSource Row.

Below are the inputs for Update DataSource Rows.

  • DataSource (required): The unique 32-digit hexadecimal identifier of the DataSource whose rows should be updated.

  • DataSet (required): The name of the DataSet containing the updated values for the rows that need to be updated. This file can contain more rows, but only the rows that match rows from 'Update DataSet' will be used for updates.

  • Key Column (required): The name of the file column in the DataSet that should be mapped to the DataSource key column.

  • Column Mappings (required)

    • DataSet Column: Name of the DataSet Column that you want to compare

    • DataSource Column: Name of the Datasource Column that you want to compare

  • Update DataSet: The name of the DataSet JSON file containing the DataSource rows that need to be updated.

Note that your DataSet file may contain additional columns, but only the columns specified in the Column Mappings input will be used in the update.

Upsert DataSource Rows

Add or update a row in a GoFormz DataSource. The row will be added if the specified key does not already exist in the DataSource. If the key does exist, then the row will be updated. The most common scenario for using this action is to add/update a DataSource row based on data from a completed form.

Below are the inputs for Upsert DataSource Rows.

  • DataSource (required): The unique 32-digit hexadecimal identifier of the DataSource whose rows should be updated.

  • Key (required): This row key determines which row will be updated or created.

  • Values (required)

    • DataSource Column: Name of the column in the DataSource

    • Value: Column population in the DataSource


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