Datasets

If you have your own dedicated database where source data lives or have data in a spreadsheet, which you want to host on Next Matter. Data sets enable such an approach.

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Datasets are currently in beta.

Creating datasets

1. Click datasets [left-hand navigation].
2. Upload a CSV file with your data. Make sure the data columns have headers.
3. Specify which Next Matter organizations (workspaces) the data should be uploaded to.
4. Click Complete.

We'll notify you when your data gets transformed into a data set and is available for selection inside a single-choice dropdown form field.

Using datasets

To show the data as a dropdown:

1. Select the single-choice dropdown form field.
2. Select Add items dynamically from Next Matter dataset.
3. Select the dataset from which you want to pull data.
4. Select the column from the dataset that you want to display as a dropdown.
5. Save your changes.

Now the column contents will be available as a dropdown.

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Notify us if you want the data set changed or updated.