How to create and manage data sources

This article explains what a data source is and how to create and manage one in the Admin Center.  

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 email 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 steps below:

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).  

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: