Data Elements: Select Data Elements for the Data Source

In the Data Elements step of the Data Source Creation guided process, you can finalize the list of data elements being included in this data source. For a detailed list of sources used to elicit a list of data elements, see Supported Data Element Sources for Business Processes.

You can:

• Add Data Elements From Other Data Sources
• Remove current data elements (see below)
• Rename labels of data elements (see below)

To remove or rename current data elements:

1. In the Search bar, enter any of the following information to look up a data element:
   • Name: Enter the name of the data element. For example, enter uuu_creation_date.
   • Label: Enter the display label used for the data element in Unifier. For example, enter Creation Date.
   • Type: Enter the data type of the data element. For example, enter Integer, String.
2. In the displayed Search Results, select the checkbox for a data element and then select any of the following actions:
   • Edit ( ): Select to rename the label of a data element. All data elements must have unique labels in a data source. Rename any duplicate labels for data elements.
   • Remove to remove selected data elements from the data source.
3. From the Save menu, select any of the following options:
   • Save: Select to save the entered information.
   • Save and Close: Select to return to the Data Sources log.
   • Properties: Select to revert to the previous step.
4. Select Continue to proceed to the next task, Calculated Elements: (Optional) Include Calculated Elements in the Data Source.

   Note:

   • You can click Cancel in any step of the guided process to discontinue and return to the Data Sources log.
   • It is recommended to click Save in each step to avoid losing any unsaved information or selections made in that step.
   • You may receive an error message during Data Structure setup when you enter a valid Data Structure and a valid Data View. You can disregard the error and proceed with editing and saving the Data Structure.
   • If a data source is removed from a BP design or data view, update the data source before you create, view, or update the content based on that data source.