Adding Research to a Record

Once a research source has been created and scoped, the Research tab will appear on all records of the same scope. This standard tab will appear to the left of the Profile tab.

Clicking the Research tab will take users to an Overview page that displays high level details about the research associated with the record. This includes the count of unique data sources, total data records, the first source (and date), and the most recent source (with date). 


Create a custom dashboard to display additional data information from the research sources. 

To view the individual data records and to add new research to the record, click the Research Sources link in the right-hand navigation. 

Add New Research Data

To manually add research data to a record:

  1. From a record's Research tab, click the Research Sources link from the right side navigation.
  2. Click New Research Data. An Add Research Data popup appears.
  3. Select the appropriate research source from the select list.
  4. Select a priority; by default, a Normal Priority will be selected.
  5. Select the date for the research data. The date will be defaulted to the current date, but may be modified as desired. 
  6. Click Next. 
  7. Enter the research data, as appropriate.
  8. Click Save.



Change Research Data Tab Order

The tabs that appear when entering the research data are based on the categories of the data keys associated with the source. The order in which these tabs appear may be modified by adjusting system prompts that are automatically created to reflect these categories. 

To adjust the order of the tabs:

  1. Navigate to the Prompts section of the database.
  2. Search the prompt list for 'sys:research_category'. All of the created categories will appear as prompts. 
  3. Click any of the prompts and modify the Order setting to adjust the order in which the category tabs should appear. 
  4. Click Save

To ensure the tabs appear as desired, be sure to update the all sys:research_category prompt orders. If left blank, they will display in alphabetical order.

Add Categories to the Default Tab

Insert a small snippet of code in the XML section of a sys:research_category prompt to include values of a particular category on the Default tab when first adding or viewing research data. 

For example, to create a category called "Details" on the default tab:

  1. Navigate to the Prompts tool within the Database.
  2. Search the prompt list for sys:research_category and select the Details prompt.
  3. Insert the following snippet of code into the XML section.
  4. Click Save.

Research Tab Order and Default

Add Research Data from an Import

Research values may be imported and associated to records via Upload Dataset. Like all uploads, there needs to be enough matching criteria in the source file to appropriately match to an existing record or create a new record. 

When mapping the source field files, the destinations will be listed under Research. Destinations may then be selected based on the source of the research. 

For example, to import to the "Estimated Capacity" key for the "Staff Research" source, select the destination Staff Research - Estimated Capacity.

Staff Research Import Destination


If the same data key is used for multiple sources, a destination will be available for each source. 


The nature of Research is additive. Imports are meant to create new research records and cannot be used to update existing research values.

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