Setting up Linked Records
Define linked records to enforce a specific set of values for an editable column. The cell editor will be a dropdown widget.
The options to be presented in the dropdown must be defined in a “linked dataset”. If this dataset doesn’t already exist, you can create it as an Editable dataset.
In the Visual Webapp settings, one of the editable columns should correspond to the primary key of the linked dataset.
See here for more information on the editing experience.
Settings
- Linked Dataset: the name of the dataset containing the set of values to be displayed in the dropdown.
- Column: the column of the original dataset to be edited with the values of the linked dataset.
- Primary Key: the column name of the linked dataset primary key.
- Label: the column name of the linked dataset used to display the values in the dropdown (can be the primary key or any other columns).
- Additional Lookups: column names in the linked dataset giving more context to the label.
Known limitations
- The linked dataset must have less than 1,000 records OR the linked dataset must be on an SQL connection.
- The storage type of the linked data set primary key must be of storage type string or integer.
- The maximum number of lookup columns is two.
- The linked dataset primary key and lookup columns values should not be empty.
- The linked dataset lookup columns should be different from the label column.
- If a lookup column is the same as the primary key column, then the lookup value will not be shown in the dropdown widget. Otherwise it will work as expected.
Example
Given a dataset named PRODUCTS containing a list of products and another dataset named COMPANIES containing a list of companies, we want users of the web app to link products to a specific company.
Original dataset
| product_name |
company_name |
| DSS |
|
Dataset with linked records
| company_name |
industry |
| dataiku |
tech |
The configuration could look like this:
- Linked Dataset: COMPANIES
- Column: company_id
- Primary Key: company_name
- Label: company_name
- Additional Lookups: industry
resulting in the following edited dataset one DSS is linked to dataiku.
Original dataset edited (after building the flow)
| product_name |
company_name |
| DSS |
dataiku |
Dataset with linked records
| company_name |
industry |
| dataiku |
tech |