AgileApps Support Wiki Pre Release

External Data Sources

From AgileApps Support Wiki
Revision as of 00:29, 27 February 2014 by imported>Aeric (→‎About External Data Sources)

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