Expand Dataset data through Workflow

  1. Select Menu > Data > Workflows.
  2. Create or open a configuration.
  3. In the workflow's executable actions, select these actions in this order:
    1. Global Filter
    2. Expand Dataset data
    Note: Global Filter is optional. This action allows the filtering of data in the Expand Dataset data configuration.

    For example, Expand Dataset data has been configured to use two favorite views as input. Both views are defined without filter or limited conditions. To run the Expand Dataset data for a subset of the data, specify a key from Favorite View (warehouse or item number or a group key). This will then create the From view with this filter. Therefore, limit the amount of data that applies to the Expand Dataset data without changing configuration of this action.

  4. Click Run.
  5. When the Favorite View opens, click Reload to completely execute this action and view the expanded records.