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 New data source button.
3. Fill in the Name and Description.
4. 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).

Creating a folder

1. Go to the Resources section in the Admin Center.
2. Click the New folder button.
3. Fill in the Name.
4. Click Create.
5. Click on the newly created folder, then on the three-dot ellipsis and select Permissions.
6. Ensure the folder permissions are set correctly.

Creating a subfolder

1. Go to the Resources section in the Admin Center.
2. Click into any existing folder.
3. Click the New folder button.
4. Fill in the Name.
5. Click Create.

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, folder, or subfolder.

Filter

The editors filter at the top of the data sources table can be used to filter specific editors to view the data sources and folders that they have permissions to edit.

History of a data source

Any changes made to a data source or folder 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/folder.
• 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.