How to create and manage data source items?

About this article

Once a data source has been created and the schema field has been set up, you can start adding content (items) inside the data source. 

Prerequisites

What is an item?

An item in a data source will become content that can be used in different areas of Templafy (user profile form, email signature components, dynamics,...).

Example with Countries data source and user profile

Data source Item	User profile field

When adding an item, you will be requested to fill in information based on the schema you previously created for your data source. 

Data source Schema	Data source Item

How to create items in a data source?

After creating the data source and its schema, you can add items to this data source.

1. Select the data source
2. Click Open data source

   
   
   
3. Click Create
4. Fill in the desired/required information
5. Click Create

How to search for items within a data source?

Once the data source has been populated with the necessary items, the search can used to find items based on a specified column

1. At the top of the data source items, enter your search term
2. Select the column on which the search should run 
3. All the rows containing the search term in the specified column will be displayed

How to show or hide columns within a data source?

After creating the data source and its schema, you can add items to this data source.

1. At the top of the data source items, click on Display columns
2. Check (display) or uncheck (hide) the desired check boxes
3. Click Close
4. Only the selected columns will be displayed

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