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Difference between revisions of "External Data Sources"

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==About 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.
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:
;Considerations:

Revision as of 00:29, 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 Add Related Information Section
  3. Fill in the settings:
    • ...
    • For xx, choose External Data Source
    • ...
    Learn more: Related Information