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 [[Save]].
# Click '''[Save]'''.


===Settings===
===Settings===

Revision as of 01:52, 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

To add or edit an External Data Source:

  1. Go to [File:GearIcon.png]] > Objects > {object} > External Data Sources
  2. Click on an existing data source, or click [New External Data Source] to create a new one.
  3. Modify settings below __TBD: or click [Delete] to remove it.__
  4. Click [Save].

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. In the sidebar, 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