How Do I Add Records?
There are a two ways to add a record from the grid view.
1. Adding records using the Toolbar
1.1. Click the Add New Record on the Toolbar.
1.2. Fill in your information then click save.
1.3. Congratulations it was added!
Documentation and Support
Topics
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1. Getting set up in the platform
14
- 1.1 How do I Login?
- 1.2 How do I Log In with Multiple Customers?
- 1.3 How do I Log Out?
- 1.4 How do I change my Password?
- 1.5 What if I forget my Password?
- 1.6 How do I Login via Adobe Analytics Account?
- 1.7 How do I change my Profile Information?
- 1.8 How do I change my Default Theme?
- 1.9 How do I create a user group?
- 1.10 How do I create a new user?
- 1.11 How do I enable SSL on my account?
- 1.12 How do I download the SSL cert files for my account?
- 1.13 How do I use MySQL Workbench to connect to my database using SSL?
- 1.14 How do I use Tableau to connect to my database using SSL?
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2. Navigating the platform
13
- 2.1 What are the Platform System Elements?
- 2.2 What is the Window Switcher used for?
- 2.3 What is the User Tools Icon used for?
- 2.4 What is the Notifications Icon used for?
- 2.5 What are Workspace(s)?
- 2.6 What are Dashboard(s)?
- 2.7 What are Table(s)?
- 2.8 What are Form(s)?
- 2.9 What is System?
- 2.10 What are Favorites and how do I Navigate to them?
- 2.11 What is Most Recent and how do I Navigate to them?
- 2.12 How do I navigate through Folders?
- 2.13 How do I change my Notification Settings?
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3. Navigating Fix (Table Grid View)
7
- 3.1 What are the Fix (Table Grid View) Elements?
- 3.2 How do I Select Records?
- 3.3 How do I Refresh data in Fix (Grid View)?
- 3.4 How do I switch between Fix (Grid), Flare (Chart), Flow (Visualizer), and File?
- 3.5 How do I change the number of Records seen in Fix (Grid View)?
- 3.6 How do I view Table Notes and Documentation?
- 3.7 How do I use Pagination in Fix (Grid View)?
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4. Using Fix (Table Grid View) Tools
20
- 4.1 How Do I Add Records?
- 4.2 How do I Copy records?
- 4.3 How do I Edit records?
- 4.4 How do I Edit records by text?
- 4.5 How do I Delete records?
- 4.6 How do I Import records via Copy & Paste?
- 4.7 How do I Import records via a Manual File Upload?
- 4.8 How do I Import records from another Table?
- 4.9 How do I Import records via Drag & Drop?
- 4.10 How do I Export a File to desktop?
- 4.11 How do I Export using a Connector?
- 4.12 How do I Export a File to Email?
- 4.13 How do I Export a File to Web?
- 4.14 How do I Export records via Copy & Paste?
- 4.15 How do I see specific field/cell/column content if too large in the grid?
- 4.16 How do I set a cell to NULL?
- 4.17 How do I Filter using With This Value/Without This Value?
- 4.18 How do I create a Pivot View?
- 4.19 How do I Reset Grid View?
- 4.20 How do I Delete ALL records?
- 5. Using Fix (Table Grid View) Header Tools 7
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6. Using Fix (Table Grid View) Configurator
14
- 6.1 What are the available System Fields?
- 6.2 What are the Fix(Grid View) Configurator elements?
- 6.3 How do I manage which Fields are shown in the view?
- 6.4 How do I manage what Order Fields are shown?
- 6.5 How do I manage what Values, Counts, or Aggregates are shown?
- 6.6 What are all possible Value, Counts, or Aggregates available?
- 6.7 How do I change what is shown for a Field Name?
- 6.8 How do I create a View Mashup Field?
- 6.9 How do I Filter in Fix (Grid View)?
- 6.10 What are the available criteria types?
- 6.11 How do I create Advanced Filters in Fix (Grid View)?
- 6.12 How do I manage the Sort Order of my Data?
- 6.13 How do I open a table in Card View?
- 6.14 How do I Clear Filters?
- 7. Creating View Mashup Fields 4
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8. Using Table View/Chart Management
15
- 8.1 How do I save my configured View as a Table?
- 8.2 How do I save my configured View for later?
- 8.3 How do I set a saved View as my Default View?
- 8.4 How do I remove a Default View?
- 8.5 How do I save my configured View to a Dashboard?
- 8.6 How do I save my configured View to share with others?
- 8.7 How do I share my View with other users?
- 8.8 How do I save my configured Chart for later?
- 8.9 How do I save my configured Chart to a Dashboard?
- 8.10 How do I share my Flare with other users?
- 8.11 How do I remove a saved View?
- 8.12 How do I remove a saved Chart?
- 8.13 How do I open a saved View?
- 8.14 How do I open a saved Chart?
- 8.15 How do I save my configured View to use in Excel?
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9. Flare (Charting)
19
- 9.1 How do I create a Column Flare?
- 9.2 How do I create a Spline Flare?
- 9.3 How do I create a Line Flare?
- 9.4 How do I create a Scatter Plot Flare?
- 9.5 How do I create a Stacked Column Flare?
- 9.6 How do I create a Percentage Stacked Column Flare?
- 9.7 How do I create a Bar Flare?
- 9.8 How do I create a Stacked Bar Flare?
- 9.9 How do I create a Percentage Stacked Bar Flare?
- 9.10 How do I create an Area Flare?
- 9.11 How do I create a Stacked Area Flare?
- 9.12 How do I create a Percentage Stacked Area Flare?
- 9.13 How do I create a Area Spline Flare?
- 9.14 How do I create a Waterfall Flare?
- 9.15 How do I create a Funnel Flare?
- 9.16 How do I create a Pyramid Flare?
- 9.17 How do I create a Heatmap Flare?
- 9.18 How do I create a US Map Flare?
- 9.19 How do I create a World Map Flare?
- 10. Using Fix (Table Grid View) Exports 6
- 11. Using Flare (Charts) 6
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12. Using Flow
22
- 12.1 What are the Flow Elements?
- 12.2 How do I create a new Flow?
- 12.3 How do I save a Flow?
- 12.4 How do I modify a Flow?
- 12.5 How do I remove a Flow?
- 12.6 How do I create a scheduled Flow?
- 12.7 How do I Create a Flow that is triggered on a Data Event? (Ex:When a row is added.)
- 12.8 How do I create a Flow that is triggered when a specific Form is filled out?
- 12.9 How do I create a Flow that is triggered when another Flow is completed?
- 12.10 How do I create a Form from Flow?
- 12.11 How do I open a Form from Flow?
- 12.12 How do I modify a Form from Flow?
- 12.13 How do I add a Auto Import from Flow?
- 12.14 How do I modify an Auto Importer from Flow?
- 12.15 How do I create a Data Process from Flow?
- 12.16 How do I modify a Data Process from Flow?
- 12.17 How do I create a Custom Field from Flow?
- 12.18 How do I modify a Custom Field from Flow?
- 12.19 How do I create or modify a View or Flare from Flow?
- 12.20 How do I create a Export from Flow?
- 12.21 How do I Modify an Export from Flow?
- 12.22 How do I create a Dashboard from Flow?
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13. Using Workspaces
8
- 13.1 How do I create a Workspace?
- 13.2 How do I add a Table to a Workspace?
- 13.3 How do I add a Form to a Workspace?
- 13.4 How do I add a Dashboard to a Workspace?
- 13.5 How do I add a System Tool to a Workspace?
- 13.6 How do I add a Business Proccess to a Workspace?
- 13.7 How do I edit a Workspace?
- 13.8 How do I remove a Workspace?
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14. Using Dashboards
10
- 14.1 What are the Dashboard view Elements?
- 14.2 How do I add a Table View to a Dashboard?
- 14.3 How do I add a Chart to a Dashboard?
- 14.4 How do I add HTML Elements to a Dashboard?
- 14.5 How do I rearrange Elements on a Dashboard?
- 14.6 How do I remove Elements from a Dashboard?
- 14.7 How do I Share a Dashboard to others?
- 14.8 How do I change the Date Range of a Dashboard?
- 14.9 How do I share a Dashboard to other system Users?
- 14.10 How do I save a Dashboard as an Image?
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15. Using Dashboard Elements
7
- 15.1 How do I edit a Dashboard Element?
- 15.2 How do I see my Dashboard Element fullscreen?
- 15.3 How do I go to the associated view/chart of a Dashboard Elelement?
- 15.4 How do I download a view from a Dashboard Element?
- 15.5 How do I resize my Dashboard Elements?
- 15.6 How do I move my Dashboard Elements?
- 15.7 How do I close a Dashboard Element?
- 16. Using Forms 5
- 17. Using the Dashboards System Tool 7
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18. Using the Customers System Tool
9
- 18.1 What are the Customer System Tool Elements?
- 18.2 How do I create a Customer?
- 18.3 How do I edit a Customer?
- 18.4 How do I add a logo to a Customer?
- 18.5 How do I add a website link to a Customer?
- 18.6 How do I change the MySQL password for a Customer?
- 18.7 How do I change the FTP password for a Customer?
- 18.8 Where is the PGP Public Key for a Customer?
- 18.9 How do I remove a Customer?
- 19. Using the User Groups System Tool 3
- 20. Using the Users System Tool 7
- 21. Using the Folders System Tool 4
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22. Using the Table System Tool
22
- 22.1 What are the Table System Tool Elements?
- 22.2 What are the different types of tables available?
- 22.3 What are the different types of fields available?
- 22.4 What are the different options available for Conditional Formatting?
- 22.5 How do I create a Standard table?
- 22.6 How do I create a Table from Import?
- 22.7 How do I create a Horizontal Mashup Table?
- 22.8 How do I create a Vertical Mashup Table?
- 22.9 How do I create a Table using Custom SQL?
- 22.10 How do I convert a Mashup table to Custom SQL table?
- 22.11 How do I create a Table using Drag & Drop?
- 22.12 How do I edit the Table Info?
- 22.13 How do I edit a Field?
- 22.14 How do I remove a Field?
- 22.15 How do I edit a Conditional Format?
- 22.16 How do I copy a Conditional Format?
- 22.17 How do I remove a Conditional Format?
- 22.18 How do I copy the table with only the fields?
- 22.19 How do I copy the table including the data?
- 22.20 How do I remove a Table?
- 22.21 How do I add Values to a drop down?
- 22.22 How do I create Linked Dropdowns?
- 23. Managing Table Level Backups 1
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24. Creating Tables Using Connectors
27
- 24.1 How do I create a table using an Adobe Campaign Classification Connector?
- 24.2 How do I create a table using an Adobe Data Classification Connector?
- 24.3 How do I create a table using an Adobe Data Warehouse Extract Connector?
- 24.4 How do I create a table using a Facebook Connector?
- 24.5 How do I create a table using a Google Analytics Connector?
- 24.6 How do I create a table using a Gigya Connector?
- 24.7 How do I create a table using a Google BigQuery Connector?
- 24.8 How do I create a table using a Google Streak Connector?
- 24.9 How do I create a table using a PostgresSQL Connector?
- 24.10 How do I create a table using a Redshift Connector?
- 24.11 How do I create a table using a Google Webmaster Connector?
- 24.12 How do I create a table using a Twitter Connector?
- 24.13 How do I create a table using a Youtube Analytics Connector?
- 24.14 How do I create a table using a Mongo Database Connector?
- 24.15 How do I create a table using a MsSQL Database Connector?
- 24.16 How do I create a table using a MySQL Database Connector?
- 24.17 How do I create a table using a Dropbox Connector?
- 24.18 How do I create a table using an Oracle Connector?
- 24.19 How do I create a table using an Email Connector?
- 24.20 How do I create a table using an FTP Import Connector?
- 24.21 How do I create a table using a Google Drive Connector?
- 24.22 How do I create a table using a SFTP Import Connector?
- 24.23 How do I create a Table using a Google AdWords Connector.
- 24.24 How do I create a table using an Adobe Data Warehouse 1.4 Extract Connector?
- 24.25 How do I create a table using the Bitly connector?
- 24.26 How do I create a table using a MailChimp Connector?
- 24.27 How Do I Create a New Table Using a Snowflake Connector?
- 25. Creating Table Mashup Fields 4
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26. Using the Forms System Tool
11
- 26.1 What are the Form System Tool Elements?
- 26.2 What are the different types of Forms available?
- 26.3 How do I create a Form?
- 26.4 How do I add an Export API to a Form?
- 26.5 How do I remove an Export API?
- 26.6 How do I add Form Elements?
- 26.7 How do I edit Form Elements?
- 26.8 How do I remove a Form Element?
- 26.9 How do I copy a Form?
- 26.10 How do I remove a Form?
- 26.11 How to change the form so the submitter is user specific.
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27. Using the Connections System Tool
32
- 27.1 What are the Wizards System Tool Elements?
- 27.2 How do I create an Adobe Campaign Classification Connector?
- 27.3 How do I create an Adobe Data Classification Connector?
- 27.4 How do I create an Adobe Data Warehouse Extract Connector?
- 27.5 How do I create a Facebook Connector?
- 27.6 How do I create a Gigya Connector?
- 27.7 How do I create a Google Analytics Connector?
- 27.8 How do I create a PostgresSQL Connector?
- 27.9 How do I create a Redshift Connector?
- 27.10 How do I create a Google Streak Connector?
- 27.11 How do I create a Google BigQuery Connector?
- 27.12 How do I create a Google Webmaster Connector?
- 27.13 How do I create a Twitter Connector?
- 27.14 How do I create a Youtube Analytics Connector?
- 27.15 How do I create a Mongo Database Connector?
- 27.16 How do I create a MsSQL Database Connector?
- 27.17 How do I create a MySQL Database Connector?
- 27.18 How do I create a Dropbox Connector?
- 27.19 How do I create an Email Connector?
- 27.20 How do I create an FTP Export Connector?
- 27.21 How do I create an FTP Import Connector?
- 27.22 How do I create a Google Drive Connector?
- 27.23 How do I create an Oracle Connector?
- 27.24 How do I create an SFTP Export Connector?
- 27.25 How do I create an SFTP Import Connector?
- 27.26 How do I edit a Connector?
- 27.27 How do I remove a Connector?
- 27.28 How to Setup a Google AdWords Connector
- 27.29 How Do I Create a Bitly Connector?
- 27.30 How do I create a MailChimp Connector?
- 27.31 How do I create a Snowflake Connection?
- 27.32 How do I create a Gmail Connector?
- 28. Using the Plugin System Tool 4
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29. Using the Business Process System Tool
12
- 29.1 What are the Business Process System Tool Elements?
- 29.2 What are the Business Process System Tool Action Types?
- 29.3 How do I create a Business Process?
- 29.4 How do I create a Business Rule?
- 29.5 How do I edit a Business Process Info?
- 29.6 How do I edit a Business Rule?
- 29.7 How do I rearrange the Rules in my Process?
- 29.8 How do I copy a Business Process?
- 29.9 How do I run a Business Process?
- 29.10 How do I run a Business Process via URL?
- 29.11 How do I remove a Business Rule?
- 29.12 How do I remove a Business Process?
- 30. Field Types System Tool 3
- 31. Scheduled Jobs System Tool 5
- 32. Themes System Tool 6
- 33. Auto Import Wizard 2
- 34. System Notifications 1
- 35. Platform Terminology and Glossary 5
Last Updated
May 15, 2018
