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How to create and manage Data Sources

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About this article

This article will explain what a Data Source is and how to create and manage one in the Admin Center.  

 

Prerequisites

 
  • Admin or owner access to the tenant
  • Email Signature or Library module enabled

 

What is a Data Source?

A data source in Templafy is a static data storage location where Templafy admins/owners can populate information about their company or content to be used in filling out User Profiles, generating e-mail signatures, or formatting/populating dynamic templates.

Once the Resources tab is available in the Admin Center, you will be able to create, delete, and update Data Sources.

 

Creating a Data Source

Creating a Data Source consists of three main steps: 

  • Creating the data source
  • Creating the Schema of the data source (the structure)
  • Adding data source items (the content)

To create a Data Source, follow the below steps:

  1. Go to the Resources section in the Admin Center
  2. Click the Create button
  3. Fill in the Name and Description
  4. Choose the Access Permissions of the Data Source
     
  5. Click Create

To populate the newly created Data Source with content, create the structure of the data source, and then add the relevant data source items (content).  

 

 
  • Once a data source has been created, its name cannot be edited
  • The name field doesn't support spaces
  • The maximum number of data sources that can be created per tenant is 1000
    • The maximum number of schema fields (columns) per data source is 300
    • The maximum number of items (rows) per data source is 50000

 

Finding a Data Source

Search

The search bar at the top of the Data Sources table can be used to search for the Name of a specific Data Source.

 

Filter

The editors filter at the top of the Data Sources table can be used to filter Data Sources that have Restricted edit access. Specific editors can be filtered in order to view the Data Sources that they have permissions to edit.

 

History of a Data Source

Any changes made to a data source can be found in that data source's History tab. Any user that can access Data Sources can view this tab.

Changes that are logged in the History tab include:

  • Create/Update Data Source
  • Create/Update/Delete/Reorder Schema Field
  • Create/Update/Delete Data Source Item

 

The Data Sources table also contains Modified and Modified by columns to show when the last modification occurred and the user who made that modification, respectively.

 

 

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