cto_dataset_create: Create or Upload to Server Datasets

In ctoclient: A Modern and Flexible Data Pipeline for 'SurveyCTO'

Create or Upload to Server Datasets

Description

These functions manage the lifecycle of SurveyCTO server datasets: creating the container definition and populating it with data.

• cto_dataset_create(): Creates a new dataset with the specified configuration.

• cto_dataset_upload(): Uploads records from a CSV file to the specified dataset. Supports:

  • APPEND: add new records

  • MERGE: update existing records based on unique field

  • CLEAR: replace all data

Usage

cto_dataset_create(
  id,
  title = id,
  discriminator = NULL,
  unique_record_field = NULL,
  allow_offline_updates = NULL,
  id_format_options = list(prefix = NULL, allowCapitalLetters = NULL, suffix = NULL,
    numberOfDigits = NULL),
  cases_management_options = list(otherUserCode = NULL, showFinalizedSentWhenTree = NULL,
    enumeratorDatasetId = NULL, showColumnsWhenTable = NULL, displayMode = NULL,
    entryMode = NULL),
  location_context = list(parentGroupId = 1, siblingBelow = list(itemClass = NULL, id =
    NULL), siblingAbove = list(itemClass = NULL, id = NULL))
)

cto_dataset_upload(
  id,
  file,
  upload_mode = c("APPEND", "MERGE", "CLEAR"),
  joining_field = NULL
)

Arguments

id	String. The unique identifier for the dataset (e.g., "household_data").
title	String. The display title of the dataset. Defaults to id.
discriminator	String. The type of dataset to create.
unique_record_field	String. The name of the field that uniquely identifies records. Required if upload_mode is "merge".
allow_offline_updates	Logical. Whether the dataset allows updates while offline.
id_format_options	List. Options for formatting IDs within the dataset.
cases_management_options	List. Specific configurations for case management
location_context	List. Metadata regarding where the dataset resides.
file	String. Path to the local CSV file to upload.
upload_mode	String. How the data should be handled.
joining_field	String. The column name used to match records during a "merge". Often the same as unique_record_field.

Value

A list containing the API response (metadata for creation, or job summary for upload).

See Also

Other Dataset Management Functions: cto_dataset_delete(), cto_dataset_download(), cto_dataset_info(), cto_dataset_list()

Examples

## Not run: 
# 1. Create the container
cto_dataset_create(
id = "hh_data",
title = "Household Data",
unique_record_field = "hh_id"
)

# 2. Upload data to it
cto_dataset_upload(
file = "data.csv",
id = "hh_data",
upload_mode = "merge",
joining_field = "hh_id"
)

## End(Not run)

ctoclient documentation built on March 28, 2026, 5:07 p.m.