Using Data Sets in OnePlace for Risk and Flow

Intapp recommends use of data sets in place of query integrations for the Risk (Intake-Conflicts-Terms) and Flow product lines. Data Sets perform the same function that Query Integrations do in the product, which is to retrieve information from the database to be used in a request form. 

These series of videos provide information on how to query information using data sets for presenting on the request form. The videos also include examples of data sets for common integrations use cases.

This eLearning contains the following modules:

  • Welcome and Overview
  • Create and Test a Data Set
  • Data Source Entity Types
  • Multiple Data Sources
  • Using External Parameters
  • Using Standard Functions
  • Condition Based Filtering Capabilities
  • Virtual Tables