Difference between revisions of "External Data Sources"
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# Click on an existing data source, or click '''[New External Data Source]''' to create a new one. | # Click on an existing data source, or click '''[New External Data Source]''' to create a new one. | ||
# Modify settings below {{TBD|or click '''[Delete]''' to remove it.}} | # Modify settings below {{TBD|or click '''[Delete]''' to remove it.}} | ||
# Click | # Click '''[Save]'''. | ||
===Settings=== | ===Settings=== | ||
Revision as of 01:52, 27 February 2014
> Objects > {object} > External Data Sources
About External Data Sources
An External Data Source lets you access a collection of related records from an external data store. Those records can then be displayed in the Related Information section of an object record.
- Considerations
-
- ...
- Sample Use
- ...
Working with External Data Sources
Prerequisites
- A Web Service must be configured to supply the records that will be accessed
Adding or Editing an External Data Source
To add or edit an External Data Source:
- Go to [File:GearIcon.png]] > Objects > {object} > External Data Sources
- Click on an existing data source, or click [New External Data Source] to create a new one.
- Modify settings below __TBD: or click [Delete] to remove it.__
- Click [Save].
Settings
- Basic Information
- xx -
Using an External Data Source in a Form
To use an External Data Source:
- Go to
> Objects > {object} > Forms > {form} - In the sidebar, click New Related Information.
- Fill in the settings:
- Information Source - Choose External Data Source
The remaining list of options changes to reflect your selection. - External Data Source - Choose the External Data Source that will supply the records.
- Title - Provide the title to be displayed in the form for the Related Information section.
- Learn more: Related Information
- Information Source - Choose External Data Source