Difference between revisions of "External Data Sources"
From AgileApps Support Wiki
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To use an External Data Source: | To use an External Data Source: | ||
# Go to '''[[File:GearIcon.png]] > Objects > {object} > Forms > {form}''' | # Go to '''[[File:GearIcon.png]] > Objects > {object} > Forms > {form}''' | ||
# | # In the sidebar, click '''New Related Information'''. | ||
# Fill in the settings: | # Fill in the settings: | ||
#* '''Information Source -''' Choose '''External Data Source'''<br>The remaining list of options changes to reflect your selection. | #* '''Information Source -''' Choose '''External Data Source'''<br>The remaining list of options changes to reflect your selection. | ||
Revision as of 00:34, 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
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