Data Sources

Data sources store information used in Cascading Options data fields. For more information about Cascading Options data fields, see Configure a cascading options data field.

Any user that is assigned to a role with the Manage DataSources permission can add, maintain, and delete data sources.

Add a new data source

View or edit data source properties

Perform row maintenance on a data source

Delete a data source

 

Add a new data source

Once a data source has been added, you need to add row data using row maintenance. See Perform row maintenance on a data source for more information.

1. On the Navigation Menu, click Settings, then click Data Sources.

2. Click New Data Source...

   

3. In the Name box, enter a name for the data source.

4. In the Column Name box, enter a name for the data source column, then click Add Column. Repeat this step to add all columns needed for the data source.

   

   To remove a column from the data source, click Remove next to the row.

5. Click Save.

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View or edit data source properties

In Data Source Properties, you can rename the data source and add or remove data source columns.

1. Click the three dots next to the data source you want to view properties for, then select Properties from the drop-down menu. Or, click the name of the data source you want to view properties for.

   

2. Modify data source properties as needed, then click Save.

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Perform row maintenance on a data source

1. Click the three dots next to the data source you want to perform row maintenance for, then select Row Maintenance from the drop-down menu or select the check box next to a data source, then click Row Maintenance.

   

   In Row Maintenance, you can perform the following: 

   Manually add a row

   1. Click New Row...

      

   2. Enter information for the row, then click OK.

   Import rows from a CSV file

   1. Click Import with CSV.

      

   2. Click Choose File to select the .csv file containing data source information.

   3. Map data source rows to applicable columns in the .csv file.

   4. Select the First row is column names check box if the .csv file contains a header row.

   5. Select the Replace the existing data check box to delete any existing data and replace it with the newly imported information.

      

   6. Click Import.

   View or edit row properties

   1. Click the three dots next to the data source row you want to view properties for, then select Properties from the drop-down menu. Or, click the name of the data source row you want to view properties for.

      

   2. Modify the row properties as needed, then click Save.

   Delete a row

   1. Click the three dots next to the row you want to delete, then select Delete from the drop-down menu. Or, select the check box next to one or multiple rows, then click Delete.

      

   2. Click Delete to confirm the deletion.

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Delete a data source

1. Click the three dots next to the data source you want to delete, then select Delete from the drop-down menu. Or, select the check box next to one or multiple data sources, then click Delete.

   

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