Learning resources

Custom Data

Description: This category covers using managed datasets to populate product fields from a central list of records. It explains creating dataset categories, uploading and downloading CSV-based records, and limiting record visibility to specific departments. It also shows how to link a dataset category to an editor-driven product so end users can look up records, populate fields, and save updates back into the dataset, including prerequisites for enabling the underlying search endpoint.

Status: Incomplete

Status: Incomplete

Status: Incomplete
Tags: managed datasets, dataset categories, CSV record import, CSV record export, department-scoped data, editor record lookup, populate fields from records, save record updates, dataset mapping to product fields, variable data record lists, admin dataset management, elastic search endpoint enablement, testing dataset connection, download and reupload workflow, record list paging