管理实体的数据

在 Data Fabric/Data Service 中添加、编辑、导入和删除实体的数据记录。

You can import the entity in UiPath^® Studio and use it in your process to create data. You can also add, manage, and delete basic data for entities directly in Data Fabric / Data Service.

Data you can edit

The procedures on this page apply to data stored in UiPath. For more information, refer to Entity types.

• A Native entity stores its data in UiPath, so its records can be added, edited, imported, and deleted. System built-in fields cannot be changed or deleted.
• A Federated entity is read-only. Its records are read from its sources each time the entity is queried, so they are edited in the source system, or in the native Data Fabric entity that the Federated entity references.
• An entity created before entity types were introduced can hold both locally stored and external fields. Its locally stored fields remain editable, and its external fields are read-only.

添加数据

To add new data to an entity:

1. Select the entity for which you want to add more data.
2. 访问“数据”选项卡。
3. Select Add New Data.
4. In the Add Data panel, add a value for each field that you have defined for the entity.
5. 选择“保存”。

新的数据记录将显示在“数据”选项卡中。

使用 CSV 文件导入数据

Import records from a CSV file to add new data to an existing entity.

在开始之前

• You have Read and Create permissions for the entity to which you intend to import data.
• You use a web browser other than Mozilla Firefox. Importing is not supported in Firefox.
• Relationship fields, choice sets, and auto-number fields in the entity are designed as non-required. Importing is not supported for data in these fields.
• Your CSV file meets the prerequisites for the CSV file.

CSV 文件的先决条件

To ensure the successful outcome of the import operation, your CSV file must meet the following prerequisites.

File format:

• CSV 文件必须保存为以下类型之一：
  • CSV (逗号分隔) (*.csv)
  • CSV (MS-DOS) (*.csv)
  • CSV (UTF-8) ( *.csv )
• CSV 文件中的列分隔符必须为逗号。
• The CSV file can be at most 10 MB.
• The CSV file can contain at most 30,000 entries.

Column content:

• CSV 文件中的列必须与实体字段的显示名称匹配。
• CSV 文件中的列必须与字段数据类型匹配。 例如，对于“文本”类型字段，CSV 中的列必须包含文本。
• CSV 文件中的列必须具有标记为必填的实体字段值。
• CSV 文件中与 Data Service 中标记为唯一的字段对应的列，不得包含重复数据。

Import the file

1. Navigate to the entity where you want to import data.
2. In the Fields or Data tab of the selected entity, select Import data. The File explorer window opens.
3. 浏览包含要导入的数据的 CSV 文件。
4. If a pop-up message asks you to confirm because you previously selected the same file, confirm the import.

导入成功

“导入成功！”弹出窗口，通知您导入成功。

新记录以粗体显示。

系统内置的“创建者”字段显示执行首次导入的帐户，而系统内置的“创建”字段显示首次导入的日期。“修改者”和“修改人”字段提供有关同一实体的后续导入详情。

为 CSV 文件中缺少数据的字段提供了默认值。

导入失败

“导入失败”消息框会通知导致导入失败的错误。

An import can succeed overall even when individual records fail. You can access an output file containing the failed records for review.

当超过 10 个用户同时导入时，可能会发生由限制导致的故障。 如果发生这种情况，请再次尝试导入。

在以下情况下，整体导入将失败：

• 前 100 条记录中有 80 条在导入时失败。
• Network connectivity issues occur.
  重要提示：

  If you cannot download the failed records file, request a copy by reaching out to support within seven days. Provide the following data:

  • Date and time of the import
  • 组织 ID
  • 实体 ID
  • 用户电子邮件

Updating data

To modify a data entry:

备注：

无法更改系统内置字段的值。

1. In the Data tab, select the checkbox in front of the data row you want to edit.
2. Select Edit, available on the right-hand side of the screen.
3. 应用更新。
4. 选择“保存”。

备注：

You can also modify a data entry inline by selecting the field for a data row you want to edit. Make your changes, and then select outside the field or press Enter to persist them.

删除数据

To delete a data record:

1. In the Data tab, select the checkbox in front of the data row you want to delete.
2. Select the Delete icon available on the right-hand side of the screen.
3. Select Delete in the Delete Data dialog to confirm the action.

数据记录将从“数据”选项卡中的数据记录列表中删除。