Custom Dataset Lookup

After creating custom fields and a Query Base for a dataset, add exports and filters to enable Lookup on the dataset.

Adding a Lookup
  1. Select Database on the top navigation bar and select Slate Template Library.
  2. Select the refresh the Slate Template Library link.
  3. Enter the name of the new dataset in the search field.
  4. Select Query Custom Exports to display the list of matches.
  5. Locate Lookup for the new dataset.
  6. Select Add.

This will add the display columns for the search page. These may be configured by adjusting the column width or adding additional export values. For assistance adding additional values, please submit a new service desk request to Query Exports/Filters, specify which values to add, and provide the custom dataset's name.

Making the Dataset Searchable

To make a Dataset searchable within Records > Search Database, add a Partial Match within Query Exports & Filters.

  1. Select Database on the top navigation bar and select Query Exports/Filters.
  2. Select Insert.
  3. Enter the following configurations in the dialog box:
    • Status: Set to Active.
    • Base: Select Dataset.
    • Name: Enter "Partial Match."
    • Default: Set to Yes.
    • Where Clause: Enter "(contains(d.[index], <operand>))."
    • #1 Operators: Enter "CONTAINS."
  4. Select Save.
Setting Display Name
Both Name and Key are important when creating a new dataset record. The Name is the display name for the dataset record and the Key is a unique identifier. Slate automatically generates a random number for an identity if a Key is not provided. The display name can be set via a rule.
    1. Select Database on the top navigation bar and select Rules Editor.
    2. Select New Rule.
    3. Enter the following configurations in the dialog box:
      • Name: This is the name of the rule for internal use.
      • Base: Select the new dataset.
      • Type: Select Name.
      • Folder: Place rule in a folder.
      • Exclusivity Group: Auto-fills to Name when Type is set.
      • Status: Set to Preview.

Within this rule, configure the display name of the custom dataset to appear. Since this rule will set the display name for the entire dataset, do not choose any filters. Under Action, set the following configurations:

    • Action: Replace Values from Formula.
    • Add Export: Add the exports to use for the display name. For example, if the display name is a combination of First Name + Last Name, add exports for First Name and Last Name. Double-click on each export and rename them, giving them computer-friendly names (for example, rename "First Name" to "first" and "Last Name" to "last").
    • Formula: Enter a formula for the display name calculation. For example, if the display name is adds together first and last name, use the following:
      isnull(@first + ' ', '') + isnull(@last, '')
                    
    • Select Edit on the upper-right corner, and change the Status to Active.
    • Select Save.
    • Select Save on the bottom-left corner of the page.

Example Display Names

Custom datasets can represent a wide array of records, so the display name rules can vary widely depending on what the dataset records represent. See some example display names and rule formulas below:

Dataset Display Name Rule Formula
Alumni Dataset Records Sarah Smith, MBA 2009 isnull(@first + ' ', '') + isnull(@last, '') + ', ' +

isnull(@degree, '') + isnull(@gradyear, '')

Church Dataset Records Bellevue Presbyterian Church isnull(@churchname, '')
Volunteer Dataset Records Bob Anderson isnull(@first + ' ', '') + isnull(@last, '')
Community-Based Organization Records Minds Matter - Portland, OR isnull(@cboname, '') + ' - ' + isnull(@city, '') +

isnull(', ' + @region, '')

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