Dataflow Automation RecordSets

Table of Contents

• What is Dataflow Automation?
• What is a RecordSet?
• How do I create a RecordSet?
• What is a Webhook?
• How do I get iForm data into my RecordSet?

What is Dataflow Automation?

Dataflow Automation provides organizations Big Data capabilities including long term storage, data management, processing and integration without having to invest millions of dollars and a dedicated team.  

Click here for more information on Dataflow Automation.

What is a RecordSet?

RecordSets are storage locations for data saved within a Dataflow. These RecordSets and the actions associated with them are the foundations for Dataflow Automation.

Click here for more information on RecordSets.

How do I create a RecordSet?

To create a RecordSet, please follow the instructions HERE.

What is a Webhook?

Webhooks use a system-generated URL that allows you to post any JSON data (including iFormBuilder data) to your RecordSets.  

How do I get iForm data into my RecordSet?

With the use of Webhooks, you can push the data you've collected in iForm into your RecordSets allowing you to transform your data. To move your iForm data into a RecordSet, please follow the instructions below.

PLEASE NOTE: In the below example we'll be creating a Webhook for an existing RecordSet, but this can be done when creating the RecordSet as well.

STEP 1. From inside the Zerion Console, click Dataflow Automation.

STEP 2. Choose the Dataflow where your RecordSet resides.

STEP 3. With your Dataflow loaded, select the RecordSet you'll be pushing iForm data to.

STEP 4. From the Data Sources drop-down, select Create Webhook.

STEP 5. Name your Webhook and click Save.

PLEASE NOTE: You can also choose to make your Webhooks secure. For more information on Secure Webhooks, click HERE.

STEP 6. Highlight the Webhook you created and copy the Webhook URL.

We'll now navigate to the iFormBuilder Admin Portal.

STEP 7. From inside the iFormBuilder Admin portal, hover over the Menu and under the Forms section select Assignment.

STEP 8. From the Form Assignment page, highlight the form and click Assign.

STEP 9. Under the Post Data section, click New Endpoint.

STEP 10. Name your Endpoint and paste in the Webhook URL.

STEP 11. Click Create Endpoint.

STEP 12. Collect some records on the form on either device or Webforms, and sync the records to the server. You'll now see the uploaded records reflected in your RecordSet.