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Start with a Template
Start with a Template

Learn how to use a template and check out the simplified output and destination experience!

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Written by Thea
Updated over 3 years ago

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From the Home Page, you can quickly redesign your output and destination experience by choosing to start with a template.

What is a Template?

A template is a pre-defined set of guidelines for creating the objects needed for a flow that solves a specific use case. Templates enable you to simplify and activate the work quickly by following the guidelines through the process of importing a dataset, transforming the data, and publishing outputs to the specified destination. Templates consist of placeholders for the following flow objects:

  • Imported dataset

  • Recipe

  • Output

To create a working flow, you must specify one of each of the above objects in the template.

How to Use a Template?

  1. From the Home page, select the required template.

  2. Within the Flow that gets created, check the description of the template and the placeholders that get created.

    Note - The flow is created with the same name as the template (with a number against it) by default. Template Name - X You can edit the Flow name and description by clicking on the Template Name - X on top of the screen.

  3. Click on the Dataset placeholder, and select the dataset you would like to use in your flow.

  4. Click on the Recipe placeholder that is now named as per your selected dataset - select Edit Recipe to ad transformations to your data.

  5. Click the output placeholder. The 'Create Output' dialog is displayed.

In here you can select your Loading Option-

  • Create a new table - Creates a new table every time the recipe runs

  • Replace Data - Truncates the existing table and the new data will replace the contents of the selected table.

  • Append Data - Data will be inserted at the end of the table

  • Drop the table - The table will be dropped and replaced with a new table on each run.

    Alongside, you can enter the details of your output table such as the Project, the dataset and the table name.

6. Click Save

The output is then saved in the selected destination.

This step-by-step procedures enable you to create an improved and streamlined output creation experience.

7. To run a job, select the output object, and click Run. For more information, see Run Job Page.

More Info

To learn more about using Templates, read this detailed documentation guide.

Other useful resources-

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