---
title: "Adding Research to a Record"
slug: "research-adding-research-to-a-record"
updated: 2026-02-23T19:37:33Z
published: 2026-02-23T19:37:33Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Research to a Record

Once a research source has been created and scoped, the **Research**tab appears on all records of the same scope. This standard tab will appear to the left of the **Profile**tab.

Clicking the Research tab opens an **Overview**page that displays high level details about the research associated with the record. The standard dashboard includes Propensity, Affinity, and Capacity ratings.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-R1CTT5JE.png)

[Create a custom dashboard](/v1/docs/advancement-dashboard-overview#creating-a-custom-dashboard) to display additional data information from the research sources.

To view the individual data records and add new research to the record, click **Research Sources** on the right side of the page.

## Adding new research data

To manually add research data to a record:

1. From a record's **Research** tab, click the **Research Sources** link on the right side of the page. A list of existing research sources appears.
2. Click **New Research Data** to access the **Add Research Data** popup.
3. Select the appropriate **Research Source** from the select list.
4. Select a **Priority**. Normal Priority is the default value.
5. Select the **Date** for the research data. The date defaults to the current date, but it can changed as desired.
6. Click **Next.** An **Edit <source> Data** popup appears.
7. Enter the research data as appropriate.
8. Click **Save**.

[![Add_New_Research_Data.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/add_new_research_data.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/add_new_research_data.png)

[![Research_Memo.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/research_memo.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/research_memo.png)

## Changing Research Data Tab Order

The tabs that appear when entering the research data are based on the categories of the data keys associated with the source. The tab order can be changed by adjusting system prompts that are automatically created to reflect these categories.

To adjust the order of the tabs:

1. Click **Database** on the Slate navigation bar.
2. In the **Records and Datasets** section, click **Prompts**.
3. Search the prompt list for **sys:research_category** and click it. All of the created categories appear as prompts.
4. Click any of the prompts to access the **Edit Prompt** popup.
5. Change (or add) the value for the **Order** setting to adjust the display order.
6. Click **Save**.

To be sure the tabs appear as desired, check and update all sys:research_category prompt orders. If the **Order** value is blank, prompts appear in alphabetical order.

## Adding Categories to the Default Tab

Insert a small snippet of code in the **XML**section of a sys:research_category prompt to include values of a particular category on the **Default** tab when first adding or viewing research data.

For example, to create a category called "Details" on the default tab:

1. Click **Database** on the Slate navigation bar.
2. In the **Records and Datasets** section, click **Prompts**.
3. Search the prompt list for **sys:research_category** and click it.
4. Click the desired prompt to access the **Edit Prompt** popup.
5. Click the **XML Configuration** tab.
6. Insert the following snippet of code:

```plainText
<p>
                    <k>default</k>
                    <v>1</v>
                    </p>
                
```
7. Click **Save.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/prompt_xml.png)

## Adding Research Data from an Import

Research values can be imported and associated to records through the Upload Dataset tool. Like all uploads, there must be sufficient matching criteria in the source file to appropriately match an existing record or to create a new record.

When mapping the source field files, the destinations are listed under the **Research** category for **Destination***.*Destinations can be selected based on the source of the research.

For example, to import to the "Estimated Capacity" key for the "Staff Research" source, select the destination **Staff Research - Estimated Capacity**.

[![Staff Research Import Destination](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/staff_research_import_destination(1).png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/staff_research_import_destination(1).png)

If the same data key is used for multiple sources, a destination will be available for each source.

> [!CAUTION]
> 🔔 Important!
> 
> Research is additive: imports are meant to create new research records and cannot be used to update existing research values.