A data step consists of data step properties which hold different types of data used in the process. There are nine types of data step properties you can use in your process: Checkbox, Date, Decimal, File upload/download, Dropdown, Number, System variable, Text block and Text input.
Each data step properties holds a particular type of data that the user can input into the process.
Checkbox: A type of input which represents a boolean or binary (0/1). It can be useful in cases you want the user of your process to specify something is true or false.
Date: Use this property as an input or output for the date.
Decimal: Use this property as an input for the decimal data type with a custom number of decimal points.
File upload/download: This data step property allows your users to upload files into the process before they run it or download them once the process is finished.
Dropdown: Use this data step property if you want to give the users of your process a choice out of the multiple variants.
Number: This property holds a simple number input.
System variable: System variable is a powerful property that can be used to retrieve such information as Username, Process name, Current date, etc.
Text block: With this data step property you can create description blocks for your data step by using a convenient markdown language.
Text input: This property holds a simple text (string) input.
Learn more how to work with data step properties
How to switch data step view mode
Data step can be used in two modes: View and Edit. View mode is convenient if you just want to input data into the data step property. Edit mode gives you a way to manage your data step by editing it's data step properties.
1. Open the process.
2. Open the data step.
3. Switch View to Edit.
How to add properties to a new data step
1. Open the process.
2. Create a data step.
3. Click Select property type.
4. Choose data step property you want to add.
5. Click Save.
How to add properties to an existing data step
1. Open the process.
2. Open the data step.
3. Switch data step to the Edit mode.
4. Select the data step property you want to add the new property after.
5. Click on Plus icon.
6. Choose data step property you want to add.
7. Click Save.
How to clone properties in a data step
1. Open the process.
2. Open the data step.
3. Switch data step to the Edit mode.
4. Select the data step property you want to clone.
5. Click on Clone icon.
6. Click Save.
How to move properties in a data step
1. Open the process.
2. Open the data step.
3. Switch data step to the Edit mode.
4. Select the data step property you want to move.
5. Move the step by dragging using a drag handle at the top of the property...
or use Up and Down icons.
6. Click Save.
How to delete properties from a data step
1. Open the process.
2. Open the data step.
3. Switch data step to the Edit mode.
4. Select the data step property you want to delete.
5. Click on the Delete icon.
6. Click Save.
How to navigate in data step
1. Open the process.
2. Open the data step.
3. Switch data step to the Edit mode.
4. Click on the data step property name you want to navigate to in the left shortlist.
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