Introduction

What is a database?#

A database is a structured collection of data and information. In Workflow86, you can create and manage databases with our built-in databases.

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Databases can be created and managed in combination with or entirely separately to a workflow. You can create a database and not connect it to any workflow. You can also create a database and have it connected into multiple workflows, and have a single workflow connect into multiple databases.

Create a new database from scratch#

To create a new database, go to the databases page and click "New Database"

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This will open up a dialog where you will need to set the name of the database, as well as the columns and column data types:

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You can add more columns, edit existing columns and rename columns once the database has been created.

Once completed, a new empty database will be created:

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Create a new database by uploading a .csv file#

You can also create a new database by uploading a .csv file with column names and records already inside of it. Select "new database with imported data" and then upload your .csv file.

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The first row of the .csv file should contain the column names, and all following rows should contain the data you want to import, like this:

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The next step is to check the data and confirm the column names and data types for each column.

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Click done to create the database. Notice that the Record ID and Session ID columns are automatically added, and record IDs automatically assigned for each row as well.

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Make sure you select the correct data type when importing data from an uploaded .csv file. If the data type in the .csv is inconsistent with the data type selected during the mapping stage, an error will be shown and the database will not be created.

Create a new database from a workflow#

You can also create a new database with a column for each placeholder inside a workflow. Select the "new database based on workflow" option when creating a new database, and then select the workflow you want to create the database for:

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All of the placeholders from each component in that workflow will appear. You can then select or unselect the placeholder values you want to create columns for:

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Click done to create the database. You will see that the database you just created now has a column for each placeholder that you selected:

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Example#

Say you have a workflow like this and you want to capture the values of the placeholders every time it runs:

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Use the method above to create a database based on the placeholders in the workflow.

You can now add a Create database record component at the end of the workflow:

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Then set that up to create a record for each of the placeholders using the database you just created:

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Now, every time this workflow runs, the values of all the placeholders will be recorded in the database.

Setting the column data type#

Each column in a database must be associated with a particular data type. There are currently four options: Text, Number, Boolean, Datetime.

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Once set, the column data type cannot be changed, so make sure you choose the correct data type when creating that column.

Interacting with databases#

There are two main ways to interact with a database in Workflow86: manually and via a workflow.

Manually interacting with a database#

Managing a database manually means you are using the database page interface to create, edit, delete records or columns of a database.

At the top of the database, you will see a toolbar with various actions you can take:

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Read more about what you can do ๐Ÿ‘‰ here

Interacting with a database via workflows#

You can also interact with a database inside of workflow by using the database components:

ComponentTypeDescription
imgCreate Database Record๐Ÿ”€ actionCreate a new database record
imgUpdate Database Record๐Ÿ”€ actionUpdate an existing database record
imgQuery Database๐Ÿ”€ actionRetrieve a database record using a query