As a cammsproject Administrator, you can create dedicated datasets for specific instances of custom objects used within your project workflows. cammsinsights Administrators can then enable these new datasets for use within cammsinsights. Instructions for both are given below:


Within cammsproject

STEP 1: Go to Framework > Project Workflows. Click on the desired workflow and custom object.


STEP 2: Locate the Create Insights Dataset button.


For Custom Objects, it will be in the "CustomObject" tab of your Custom Object Configuration screen as shown below. 


For Custom Tables, it will be in the "CustomTable" tab of your Custom Object Configuration screen. 


STEP 3: Click it to create the dataset.


STEP 4: Now login to cammsinsights as an Administrator and then update and execute your datasets as described here.


Once your datasource is ready for use you can set up a default relationship between these new datasets and the Project_ProjectRegister_STND dataset as shown.


Join Type

Data Object

Join Field

Foreign Data Object

Join Field

LEFT

Project_ProjectRegister_STND

PROJECTID

Project_ABC_OBJ

PROJECTID

 

TIP: A left join towards the Project Register ensures no projects would drop off if it doesn’t have data populated for the custom object or table.