The following outlines the best practices for creating datasets to optimize your performance.
Start by giving your dataset a clear name—include the application name and the focus of the dataset. In this case, we’re creating a dataset for a Status Report.
Next, choose your data source. For this example, select Query as the source type.
Select Document as the primary data object to build the dataset around.
Add a condition to narrow the dataset and ensure it only pulls in relevant records.
Since we’re focusing on status updates, include only documents marked as Draft, Obsolete, or Pending Release. This helps avoid clutter from completed items that aren’t relevant right now.
Refine your dataset further by selecting only the columns you need: choose Document ID, Name, Owner, Author, and Status.
Click Apply to save your dataset structure, and move on to setting permissions.
Go to the Sharing section to assign access.
- None: Users won’t see or use the dataset.
- Read Only: Users can view but not edit.
- Full: Users can view, edit, and manage the dataset.
And that’s it! You’ve now streamlined your dataset to deliver only the most useful information—making it easier for your end users to focus on what matters.
