Difference between revisions of "External Data Sources"

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;Sample Use: ...
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==Working with an External Data Source==
==Working with External Data Sources==


===Prerequisite===
===Prerequisites===
A Web Service must be configured.
:* A [[Web Service]] must be configured to supply the records that will be accessed


===Adding or Editing an External Data Source===
===Adding or Editing an External Data Source===
===Settings===
===Settings===
:''Basic Information''
:''Basic Information''
::* '''xx -'''
::* '''xx -'''
===Using an External Data Source in a Form===
To use an External Data Source:
# Go to '''[[File:GearIcon.png]] > Objects > {object} > Forms > {form}'''
# Click '''Add Related Information Section'''
# Fill in the settings:
#* ...
#* For '''xx''', choose '''External Data Source'''
#* ...
#:
#:''Learn more:'' [[Related Information]]

Revision as of 00:28, 27 February 2014

GearIcon.png > 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 for 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:

  1. Go to GearIcon.png > Objects > {object} > Forms > {form}
  2. Click Add Related Information Section
  3. Fill in the settings:
    • ...
    • For xx, choose External Data Source
    • ...
    Learn more: Related Information