Difference between revisions of "External Data Sources"

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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}'''
# Click '''Add Related Information Section'''
# 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.
#* For '''xx''', choose '''External Data Source'''
#* '''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]]
#:''Learn more:'' [[Related Information]]

Revision as of 00:33, 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 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:

  1. Go to GearIcon.png > Objects > {object} > Forms > {form}
  2. Click New Related Information.
  3. 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