Overview
Flow ID: view-dataset-details
Category: Dataset/Corpus Management
Estimated Duration: 2-5 minutes
User Role: All Users
Complexity: Moderate
Purpose: This flow enables users to view comprehensive details about a dataset, including all the structured items (IdeaBlocks) it contains, statistics, and metadata. Users can browse through potentially thousands of items, search for specific content, and verify the quality of their dataset before using it in conversations.
Related Flows
- Upload New Dataset - Create datasets to view
- Filter and Search Dataset Items - Detailed search flow
- Navigate Through Dataset Pages - Pagination details
- Activate/Deactivate Dataset - Use viewed dataset
- Download Dataset File - Export dataset
- Create New Blockify Job - Create datasets
Prerequisites
Before starting, users must have:
- Application installed and running
- At least one dataset uploaded or created
- Access to Datasets page or Settings
Step-by-Step Flow
Main Path (Happy Path)
Step 1: Navigate to Datasets
- User Action: Click "Settings" then navigate to a datasets-related tab, OR click "Datasets" in navigation if available
- System Response: Datasets list page loads
- UI Elements Visible:
- List of available datasets
- Each dataset showing:
- Dataset name
- Embedding model used
- Status (Active/Inactive)
- Item count
- File size
- Upload/creation date
- Action buttons (Activate, View, Download, Delete)
- Visual Cues:
- Green badge for active dataset
- Gray badge for inactive datasets
Step 2: Select Dataset to View
- User Action: Click "View" button or click dataset name
- System Response:
- Page begins loading dataset details
- Brief loading indicator
- Dataset details page loads
- UI Elements Visible:
- Loading spinner briefly
- Page transition
- Visual Cues: Page transition animation
Step 3: Dataset Details Page Loads
- User Action: Wait for page to load (typically 1-3 seconds, longer for very large datasets)
- System Response: Comprehensive dataset details interface displays
- UI Elements Visible:
Header Section:
- Breadcrumb navigation (Home > Settings > Datasets OR Home > Blockify > Job > Dataset)
- Dataset title (large, prominent)
- Status badge (ACTIVE in green or INACTIVE in gray)
- Action buttons: "Download" and "Activate"/"Deactivate"
- File size indicator badge (item count + file size in MB)
Statistics Cards (2 cards):
- Total Items: Large number showing total count
- Average Content Length: Characters per item
Filter and Pagination Controls:
- Search/filter input box
- Items per page selector (10, 20, 50, 100)
- Pagination info: "Showing 1-20 of 1,247"
- Page navigation buttons
Items List:
- 20 items displayed (default page size)
- Each item showing:
- Block Name (bold header)
- Critical Question (italicized)
- Trusted Answer (main content)
- Source file indicator (if available)
Scrollable content area
- Visual Cues:
- Clean dashboard layout
- Green-bordered item blocks
- Clear information hierarchy
Step 4: Review Dataset Statistics
- User Action: Look at statistics cards to understand dataset scope
- System Response: Statistics displayed
- UI Elements Visible:
- Total Items card (e.g., "2,450 items")
- Average Content Length card (e.g., "850 characters")
- Visual Cues:
- Large numbers for easy reading
- Icons distinguish metrics
- Cards in grid layout
Step 5: Browse Initial Items
- User Action: Scroll through first page of items (20 items by default)
- System Response: Items visible, scrollable
- UI Elements Visible:
- 20 IdeaBlock items displayed
- Each showing complete structure:
- Block Name: "Authentication System Overview"
- Critical Question: "How does user authentication work?"
- Trusted Answer: Full text content (may be several paragraphs)
- Items clearly separated
- Visual Cues:
- Green borders around each item
- Clear visual separation
- Readable text formatting
Step 6: Optional - Filter/Search Items
- User Action: Type search term in filter box to find specific content
- System Response:
- Items filter in real-time (or after brief delay)
- Only matching items displayed
- Pagination resets to page 1
- Result count updates
- UI Elements Visible:
- Filter input with typed search term
- Updated results: "Showing 1-20 of 45 results"
- Only items containing search term displayed
- "Clear filter" option (X button in search box)
- Visual Cues:
- Instant filtering (smooth)
- Result count changes
- Clear indication results are filtered
Step 7: Navigate Between Pages
- User Action: Click page numbers or next/previous buttons to view more items
- System Response:
- Page changes
- New set of items loads
- Pagination info updates
- UI Elements Visible:
- Page navigation controls:
- "Previous" button (disabled on page 1)
- Page numbers (1, 2, 3, ... with current highlighted)
- "Next" button (disabled on last page)
- Results info: "Showing 21-40 of 1,247"
- New items display
- Page navigation controls:
- Visual Cues:
- Active page number highlighted (blue)
- Smooth content transition
- Page number updates
Step 8: Optional - Adjust Items Per Page
- User Action: Click items per page selector and choose different value (e.g., change from 20 to 50)
- System Response:
- Page reloads with new page size
- More items displayed
- Pagination updates
- UI Elements Visible:
- Dropdown showing: 10, 20, 50, 100 options
- 50 items now displayed (or selected amount)
- Fewer total pages
- Updated pagination: "Showing 1-50 of 1,247"
- Visual Cues:
- More items visible at once
- Longer scroll area
Step 9: Optional - Download Dataset
- User Action: Click "Download" button in header
- System Response:
- Dataset file generates
- Download begins
- File saves to computer
- UI Elements Visible:
- Download button in header
- Browser download notification
- Progress indicator
- Visual Cues: Download in progress
- Note: See export-dataset.md for detailed download flow
Step 10: Optional - Activate Dataset
- User Action: Click "Activate" button if dataset is currently inactive
- System Response:
- Dataset activates
- Status badge changes to "ACTIVE" in green
- Button changes to "Deactivate"
- UI Elements Visible:
- Status badge updates
- Button text changes
- Visual Cues:
- Green active indicator
- Button state change
- Note: See corpus-activation.md for detailed activation flow
Step 11: Return to Previous Page
- User Action: Click breadcrumb link or back button
- System Response: Navigate back to datasets list or previous page
- UI Elements Visible: Previous page content
- Visual Cues: Page transition
Final Step: Dataset Examined
- Success Indicator:
- Viewed dataset contents and statistics
- Understood what information dataset contains
- Verified data quality
- Can search and navigate dataset effectively
- System State Change:
- User has knowledge of dataset contents
- Can make informed decision about using dataset
- May have activated dataset if desired
- Next Possible Actions:
- Activate dataset for use in conversations
- Download dataset for backup or sharing
- Return to chat and query this dataset
- Upload additional datasets
- Create new blockify job to add to dataset
Alternative Paths & Strategies
Strategy A: Quick Verification Check
When to use: Just need to confirm dataset has content
Steps:
- Navigate to dataset details
- Glance at total items count
- Scan first few items to verify structure
- Return to previous page
- Total time: 30 seconds
Strategy B: Comprehensive Quality Review
When to use: Need to thoroughly verify dataset quality
Steps:
- Open dataset details
- Review statistics carefully
- Browse multiple pages of items
- Search for known topics to verify coverage
- Check for duplicates or errors
- Test various search terms
- Document findings
- Total time: 10-20 minutes
Strategy C: Search-Focused Review
When to use: Looking for specific information
Steps:
- Open dataset details
- Immediately enter search term
- Browse filtered results
- Try different search terms
- Verify desired information exists
- Note which items contain needed info
Strategy D: Access from Job Details
When to use: Viewing dataset immediately after job completion
Steps:
- From job details page, click "View Dataset" button
- Automatically navigates to dataset details
- Breadcrumb shows path: Job > Dataset
- Can return to job via breadcrumb
- Convenient workflow from creation to verification
Error States & Recovery
Error 1: Dataset Not Found
Cause: Dataset deleted or database error
User Experience:
- Error message: "Dataset not found" or 404 error
- Empty or error page
- Cannot view contents
Recovery Steps:
- Return to datasets list
- Verify dataset exists
- Dataset may have been deleted
- If exists in list, try viewing again
- If persists, indicates data corruption
Error 2: Cannot Load Items
Cause: File error or corrupted dataset
User Experience:
- Page loads but items area shows error
- Message: "Failed to load items" or "Error reading dataset"
- Empty items list
Recovery Steps:
- Refresh page
- Try again
- Check if dataset file exists (file size shown in header)
- If file missing or corrupted, may need to re-create dataset
- Check source job if dataset created via blockify
Error 3: Search Returns No Results
Cause: Search term doesn't match any content
User Experience:
- Empty results area
- Message: "No items match your search"
- Result count: "Showing 0 items"
Recovery Steps:
- Try different search terms
- Check spelling
- Use more general terms
- Clear filter to see all items again
- Content may genuinely not exist in dataset
QA Note: Not an error - expected behavior when search term doesn't match. Documented as user experience scenario.
Error 4: Pagination Broken
Cause: Display or calculation error
User Experience:
- Cannot navigate to next page
- Page buttons don't work
- Stuck on one page
Recovery Steps:
- Refresh page
- Try different page size
- Clear filter if applied
- Navigate using URL if direct page access supported
Version History
| Date | Version | Author | Changes |
|---|---|---|---|
| 2025-10-04 | 1.1 | Iternal Technologies | Initial comprehensive documentation |
Notes
Important Considerations:
- Large datasets may take several seconds to load initially
- Pagination helps manage thousands of items efficiently
- Search is real-time with brief delay to avoid excessive filtering
- Each IdeaBlock shows: Block Name, Critical Question, and Trusted Answer
- Items are in creation order unless filtered
- Cannot edit items directly; must re-create dataset to modify
Best Practices:
- Use search feature to verify dataset contains expected information
- Review first page carefully to check data quality
- Browse multiple pages to get sense of full dataset
- Use larger page sizes (50-100) for faster browsing if comfortable
- Take notes on coverage gaps for future dataset improvements
- Verify critical information exists before relying on dataset
Common User Questions:
- "Can I edit items?" - No, dataset is read-only; must re-create to modify
- "Why is it slow to load?" - Large datasets (thousands of items) take time to load and display
- "Can I delete individual items?" - No, cannot edit; must re-create dataset without unwanted items
- "How do I search multiple terms?" - Type multiple words; search matches items containing all words
- "What if I can't find something?" - May not be in dataset; verify in source documents or add to dataset
Trigger
What initiates this flow:
- User manually initiates
Specific trigger: User wants to examine dataset contents, typically because:
- They want to verify what information is in the dataset
- They need to search for specific topics or items
- They're validating dataset quality after creation
- They want to understand dataset coverage before activating it
- They need to review items for accuracy or completeness
User Intent Analysis
Primary Intent
Browse and examine the complete contents of a dataset to understand what information it contains and verify its quality and usefulness for AI conversations.
Secondary Intents
- Verify dataset creation succeeded
- Search for specific information within dataset
- Assess data quality and accuracy
- Understand dataset scope and coverage
- Identify gaps or issues in content
- Determine if dataset is suitable for intended use
Subintents
- Navigate through potentially large datasets efficiently
- Find specific items or topics quickly
- Understand item structure and format
- Verify embeddings and search functionality