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78 changes: 78 additions & 0 deletions changelog/platform.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -4,6 +4,84 @@ description: "Notable additions and updates to the Flatfile platform"
icon: "layer-group"
---

<Update label="04-14-2025" tags={["dataxp"]}>
We're excited to introduce the new Instructions API, which allows you to store and retrieve contextual instructions for guiding users during the data mapping process.


The Instructions API provides a way to associate helpful guidance with specific field sets. When a user is mapping data with a similar field structure, the appropriate instructions can be retrieved and displayed to guide them through the process.

Key features include:

- **Field-specific instructions**: Store instructions for specific combinations of fields
- **Automatic matching**: Instructions are automatically matched to sheets with similar field structures
- **Metadata support**: Add custom metadata to instructions for additional context
- **Full CRUD operations**: Create, read, update, and delete instructions through a RESTful API

#### Create Instructions

```bash
POST /v1/instructions
```

**Request Body:**
```json
{
"instructions": "Map the 'email' field to the customer's primary email address.",
"fieldKeys": ["first", "last", "email", "subscribed", "phone"],
"metadata": {
"category": "customer-data"
}
}
```

#### Get Instructions by Sheet ID

```bash
GET /v1/instructions/sheet/:sheetId
```

#### Update Instructions

```bash
PATCH /v1/instructions/:instructionId
```

#### Delete Instructions

```bash
DELETE /v1/instructions/:instructionId
```

#### How It Works

Instructions are tied to mapping families, which are collections of fields that share a common structure. The system uses a confidence threshold to determine which instructions to display, ensuring that users only see guidance that's relevant to their current data.

#### Example Usage

Here's a simple example of how to create instructions using the API:

```javascript
// Create instructions for customer data fields
fetch('https://api.flatfile.com/v1/instructions?environmentId=us_env_123&scope=us_acc_456', {
method: 'POST',
headers: {
'Authorization': 'Bearer your_secret_key',
'Content-Type': 'application/json'
},
body: JSON.stringify({
instructions: "Map the 'email' field to the customer's primary email address. The 'first' and 'last' fields should be mapped to the customer's first and last name.",
fieldKeys: ["first", "last", "email", "subscribed", "phone"],
metadata: {
category: "customer-data",
importance: "high"
}
})
})
.then(response => response.json())
.then(data => console.log('Instructions created:', data));
```
</Update>

<Update label="04-08-2025" tags={["spaces-ui"]}>
**Improved Data Clips Collaborator Experience**

Expand Down
79 changes: 79 additions & 0 deletions changelog/src/platform/20250414-1744711471.mdx
Original file line number Diff line number Diff line change
@@ -0,0 +1,79 @@
### April 14, 2025

## dataxp

We're excited to introduce the new Instructions API, which allows you to store and retrieve contextual instructions for guiding users during the data mapping process.


The Instructions API provides a way to associate helpful guidance with specific field sets. When a user is mapping data with a similar field structure, the appropriate instructions can be retrieved and displayed to guide them through the process.

Key features include:

- **Field-specific instructions**: Store instructions for specific combinations of fields
- **Automatic matching**: Instructions are automatically matched to sheets with similar field structures
- **Metadata support**: Add custom metadata to instructions for additional context
- **Full CRUD operations**: Create, read, update, and delete instructions through a RESTful API

#### Create Instructions

```bash
POST /v1/instructions
```

**Request Body:**
```json
{
"instructions": "Map the 'email' field to the customer's primary email address.",
"fieldKeys": ["first", "last", "email", "subscribed", "phone"],
"metadata": {
"category": "customer-data"
}
}
```

#### Get Instructions by Sheet ID

```bash
GET /v1/instructions/sheet/:sheetId
```

#### Update Instructions

```bash
PATCH /v1/instructions/:instructionId
```

#### Delete Instructions

```bash
DELETE /v1/instructions/:instructionId
```

#### How It Works

Instructions are tied to mapping families, which are collections of fields that share a common structure. The system uses a confidence threshold to determine which instructions to display, ensuring that users only see guidance that's relevant to their current data.

#### Example Usage

Here's a simple example of how to create instructions using the API:

```javascript
// Create instructions for customer data fields
fetch('https://api.flatfile.com/v1/instructions?environmentId=us_env_123&scope=us_acc_456', {
method: 'POST',
headers: {
'Authorization': 'Bearer your_secret_key',
'Content-Type': 'application/json'
},
body: JSON.stringify({
instructions: "Map the 'email' field to the customer's primary email address. The 'first' and 'last' fields should be mapped to the customer's first and last name.",
fieldKeys: ["first", "last", "email", "subscribed", "phone"],
metadata: {
category: "customer-data",
importance: "high"
}
})
})
.then(response => response.json())
.then(data => console.log('Instructions created:', data));
```
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