Who can configure result schemas?
Only organization level admins are able to configure result tables.
When should I or should I not configure a result table?
As part of your enterprise package implementation, you'll be working with our Customer Success team in order to configure an initial set of assay result schemas.
In order to ensure database clarity and also to prevent the proliferation of "data silos," we recommend creating new results schemas only when:
- You want to capture data for a new assay that is not addressed by existing result schemas
- For a result schema configured to capture results against batches, you would like to create an identical table that captures results against entities (or vice versa).
Conversely, you should NOT create new result schemas when:
- You want to add new fields to an existing result schema. You can simply add the fields to the schema.
- You want to rename a result schema. Please contact your Customer Success Manager, who can arrange for the schema to be renamed.
- You want to permanently remove a field from a result schema, change the data type of a field. To do so, archive the field.
- You want to remove a field from a result schema in certain contexts. You can simply remove the field from the notebook entry/template, workflow stage entry/template that the result table lives in.
- If you are creating a new version of an existing result schema, please name the new version with a "v#" (i.e. the second version of the "Cellometer Results" schema will be "Cellometer Results v2").
- Notify members of your organization of the updates you are making immediately, so that they can update any related notebook entry templates or workflows templates with the updated result tables.
Can I remove or archive a result schema?
Yes! Please contact your Customer Success Team representative for help with archiving Result Schemas.
Create a result schema: step-by-step Instructions
Step 1: Accessing Result Schemas
From your Benchling workspace, click on your avatar (bottom left corner) and select Feature Settings → Result Schemas. This will take you to the result schemas page.
Step 2: Creating a new Result Schema
In the result schemas page, please click on the create icon to initialize your new schema. Select entity if your data table will be linked to entities, and batch if your data table will be linked to batches.
In the draft page, you will be required to input the name of your new result schema prior to clicking on the final create icon, which will formally create your result table. Do not touch the JSON Spec Box at this time.
Step 3: Add Fields to your Result Schema
Now that you've created your result schema, it's time to add fields! To do so, click on the configure result table icon, which will open up the result table configurator. Do not touch the JSON spec box.
For all configuration options, just right-click on the column header named "Untitled"
- To add a field, just click on "Insert column left" or "Insert column right"
- To rename a field, just select "rename column"
- When naming fields please make sure to omit special characters (i.e. %*@) or integers from this view. You will be able to change the display names from the JSON spec box.
Step 4: Edit Data Types of your fields
To edit the data type of your fields, click on the edit type... option after right-clicking a field column header. If you are trying to make a field a DROPDOWN data type, you will have to do this in the JSON spec box. A brief description of some available non-standard data types below:
- Datetime: Allows you to select a specific time in a clock interface
- Entry Link: Link to a Notebook entry
- Blob Link: Allows you to upload an external file into the designated field
- Storable Link: Link to a container, box, or storage location
- Result Link: Link to another result table
Step 5: Publish the INITIAL DRAFT of your result table
Once all desired fields are added and data types are set (with the exception of dropdown fields), please click on the PUBLISH icon to save your changes.
Tip: You can reorder your columns of you result table by right clicking to delete a column, then right clicking on the result table again and re-adding it to the left or right of another field!
Step 6: Change the data type in the JSON Spec for dropdown fields
- Open a separate tab in your browser, and retrieve the backend dropdown ID of the dropdowns that you would like to use for your dropdown fields by clicking to the dropdown list of interest in the dropdowns tab of the Registry. The dropdown ID will be located in the browser address bar.
- After you've obtained the dropdown ID of the desired dropdown list, please click back to the browser tab containing your result schema.
- In the JSON Spec Box please scroll to the line of code containing the field that you would like to make a dropdown data type.
- In the "type" line, please replace "text" with "dropdown" and under that line, please add the following characters: "dropdownId": [dropdown ID copied in previous step]. Please see animation below.
Step 7: Change Display Names, Designate Required Fields, & Toggle-On Multiple Select
- To customize the display name of a field, make sure to edit the value for the "displayName" line.
- To designate a field as required, set the value for "isRequired" to true.
- To designate a dropdown or link-type field as multiple select, change the value for "isMulti" to true.
Step 8 (Optional): Set Special Configurations for Floating Point Fields
- If you would like to set minimum and maximum thresholds for your floating point data type fields, please follow the instructions in this tutorial.
- If you would like to specially configured escape values for your floating point fields (i.e. ERROR, N/A, LOQ), please follow the instructions in this tutorial.
Step 9: Update and Finalize your Result Schema
Once all edits are made, click on Update to finalize your Result Schema. It can now be used in workflows, entries, or templates!
- If at any point, you would like to archive a field in your Assay Results Schema, please follow the instructions in this tutorial.