Data sets

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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How do data sets work

1. Click datasets [left-hand navigation].
2. Specify the headers for your data table and select the data type (if the content is a number or text).
3. Upload a CSV file with your data. Make sure the data columns have headers.
4. Click Complete.

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

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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Reference data set items

You can reference a selected dataset item by picking it from the data reference dropdown.

You can also reference a value from a different column that corresponds to the selected value. To do that:

1. Click the cog item next to the data reference.
2. Select the column from the dropdown. The available columns are from the same dataset row as the selected item.

The reference will show the value from this column that corresponds to the item selected from the dropdown.

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Watch a tutorial