Add to Existing Dataset

Merge new data records with your old reports.

Pline offers a streamlined solution for users to extract and integrate new data into their existing records. This functionality eliminates the need to start from scratch or manage separate workflows for updates, ensuring efficiency and consistency.

You can only add new records to an existing dataset if they were created with the same workflow.

Datasets from different workflows cannot be merged due to incompatible structures and processing methods.

Steps to Add to Existing Dataset

  • Run either the 'Automated Workflow' or 'Browse and Capture Workflow' in Prebuilt or Custom mode.

  • Select Add to existing dataset option in Create Dataset Tab.

  • Select between Unlimited Extraction or specify 'Limit Record Extraction'.

  • Click Create Dataset to proceed.

Selecting the option to add extracted records to an existing dataset during the dataset creation process.

The intuitive workflow allows users to quickly update their reports with the latest information, making it a perfect tool for handling dynamic and ever-changing datasets.

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