Data Source

Types

• Page Data Source

• Widget Value - Data Source Type

• Table Data Source

• Chart Data Source

• Calendar Data Source

Page Data Source

A “Page Data Source” (PDS) is for getting data from other forms (from the same App or Core Data) and inserting the data into any widgets on the current page.

Applicable Widgets

• Input Box

• Auto Complete

• Selection Box

• Dropdown Menu

• Date & Time

• User & Group

• Label

How to Use

It can be opened on top of the Page Builder. 

Add Data Source here. You will see the 3-step PDS Settings.

Step 1: Select Data Source

First, give a name to the data source you want to add to the page. Choose a form from the current App or Core Data. The data inputted through that form previously will be drawn as the PDS here. After finishing, press ‘Continue’ on the top right corner.

Step 2: Add Filters or Conditions

Second, you can add filters or conditions for this data source. The primary purpose of this step is to set up the basis that determines how the data source will be drawn. 

Let’s look at the above example. The field on the left hand side refers to a value from the source form, in this case, the value of a widget named ‘Staff’. The operator ‘==’ in the middle means ‘equals to’. The field on the right hand side refers to a value from the current page, in this case, the value of a widget named ‘Raised by’. You must select the field on the left hand side first, then you can select the field on the right hand side. 

The yellow ! represents “must not be empty”. It means that this set of PDS must be triggered only when ‘Raised by’ is filled. If you click it once to turn it off , the system will trigger the PDS regardless of whether the widget selected on the right hand side is filled or not.

Therefore, this condition states that, when a user is picked in ‘Raised by’ in this page, the system will look for the data in the source form that has the same user as the value in ‘Staff’. 

After finishing this step, press ‘Continue’ on the top right corner.

Step 3: Mapping Widgets

Third, decide what value needs to be copied and where it should be copied to. 

Let’s look at the above example. The field on the left hand side refers to the value from the source form that will be copied. In this case, it is the value of a widget named ‘Manager’. The field on the right hand side refers to the field in the current page that the value will be copied to. In this case, it is a widget also named ‘Manager’. You must select the field on the left hand side first, then you can select the field on the right hand side. 

When you mouse over the left-hand-side field, a box defaulted as ‘no aggregate’ appears. You can choose the aggregate that you want to apply to the data source value.

After mapping widgets, press ‘Finish’ on the top right corner. You will see the set of PDS you created on the PDS List. 

Data Source Type of Widget Value 

Different from Page Data Source, some widgets do not copy value from data source directly to their input fields. They copy the values to the list of options that they provide for end users to choose. In this case, you have to specify the data source type at the ‘Value’ tab in the widget settings. 

Applicable Widgets

• Auto Complete

• Selection Box

• Dropdown Menu

Data Source Type