Dataset Templates

Modified on Mon, 18 Mar 2024 at 02:17 PM

The Datasets feature is only available with the Droplet Package or as an Add On

Datasets on Droplet are flexible enough to accommodate any data structure you may need to use in your forms, however many organizations need the following datasets to use across the bulk of their forms. The following templates are available for you to copy and paste into the Datasets Code Editor and use as a starting point. 


Dataset Templates


Please reach out if you would like to request other templates. 


Learn more about creating or updating Datasets on Droplet


List of Items


Sometimes, all you need is a list! Use Datasets to maintain your lists of locations or job titles and reference this same list in multiple forms without worrying about the lists becoming out of sync across your forms.


If you want the list of items to display in alphabetical or numerical order, you can use the Javascript sort() method to arrange them when you use them in your form component's Option Logic. 


[
  "List Item One",
  "List Item Two",
  "List Item Three",
  "List Item Four",
  "List Item Five"
]


Locations and their Associated Workflow Assignees


This object-based dataset is often referenced in the Options Logic of a Dropdown component on a form and in a formula in a Computed component to locate the workflow assignee for the selected location. Keeping the locations and workflow assignees together in one dataset means there is only one dataset to manage. 


If you want to use the keys from this object as the options in a form component like a Dropdown, you can use the Javascript Object.keys() method in your form component's Option Logic.


{
  "Central Office": {
    "name": "Jack Brooks",
    "email": "jbrooks@example.com"
  },
  "Transportation": {
    "name": "Lonnie Hanson",
    "email": "lhanson@example.com"
  },
  "North High School": {
    "name": "Virginia Kelley",
    "email": "vkelley@example.com"
  },
  "South Middle School": {
    "name": "Shari Maxwell",
    "email": "smaxwell@example.com"
  },
  "East Elementary School": {
    "name": "Willie Allison",
    "email": "wallison@example.com"
  },
  "West Elementary School": {
    "name": "Benny Reyes",
    "email": "bennyreyes@example.com"
  }
}


If you need more location objects, you can copy one of the location object templates and paste it as many times as you need to.


  "New Location": {
    "name": "Administrator/Approver Name",
    "email": "Administrator/Approver Email"
  },
Workflow Formatting Requirements
Workflow assignments expect an object with "name" and "email" keys. If you plan on using your Dataset in a workflow, ensure you have an object with each of these keys. 

Learn more about Workflows and assignments.

 

Salary Schedules


Salary schedules can also be stored as Datasets. This makes them easily versioned and referenced by contracts or other forms on Droplet. 


Typically, forms won't be locked to a Dataset version so they can update as the Dataset changes. Unlocked Datasets always use the most recently published version. An unlocked Dataset makes sense to use with workflow assignments because if an approver needs to be replaced, submissions in flight will be updated and workflows won't need to be manually reassigned. 


For contract forms, there may be submissions in flight that should not have data updated when a new Dataset is approved. If a contract is in flight and needs to remain at the previously negotiated salary schedule, but any submissions starting next week should be on the new salary schedule, the form should be locked to a particular Dataset version.


Learn more about Dataset versioning and connecting a Dataset to a form


{
  "Schedule A": {
    "BA": {
      "1": "$40,076",
      "2": "$42,080",
      "3": "$44,184",
      "4": "$46,393",
      "5": "$48,712",
      "6": "$51,148",
      "7": "$53,705",
      "8": "$56,391",
      "9": "$59,210",
      "10": "$62,171",
      "11": "$65,279",
      "12": "$67,647"
    },
    "MA": {
      "1": "$42,871",
      "2": "$45,014",
      "3": "$47,265",
      "4": "$49,628",
      "5": "$52,110",
      "6": "$54,715",
       "7": "$57,451",
      "8": "$60,323",
      "9": "$63,340",
      "10": "$66,507",
      "11": "$69,823",
      "12": "$73,324",
      "13": "$75,570"
    },
    "MA+30": {
      "1": "$43,726",
      "2": "$45,912",
      "3": "$48,208",
      "4": "$50,618",
      "5": "$53,149",
      "6": "$55,806",
      "7": "$58,597",
      "8": "$61,527",
      "9": "$64,603",
      "10": "$67,833",
      "11": "$71,225",
      "12": "$74,786",
      "13": "$77,080"
    }
  },
  "Schedule B": {
    "BA": {
      "1": "$55,604",
      "2": "$56,409",
      "3": "$57,398",
      "4": "$58,209",
      "5": "$59,309",
      "6": "$60,534",
      "7": "$61,234"
    },
    "MA": {
      "1": "$58,340",
      "2": "$59,398",
      "3": "$60,298",
      "4": "$61,987",
      "5": "$62,087",
      "6": "$63,120",
      "7": "$65,032"
    },
    "MA+30": {
      "1": "$62,097",
      "2": "$63,042",
      "3": "$64,817",
      "4": "$65,023",
      "5": "$66,982",
      "6": "$67,234",
      "7": "$68,594"
    }
  }
}


You can also build your own Datasets using any available data type and a structure that fits your form's needs. You can learn more about the different Data Types available or join an Open Office Hours session to learn about how to best structure the data you need to use.


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