External Data Sources

> 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

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Sample Use

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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 > 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