Data source
Data sources are used in the Hintbox to automatically transfer information stored in the system, such as legal texts, categories and clients, to the form. Data sources can be sorted and broadcast in different sequences. In this chapter, we will explain the data source types and point out how to add, edit and delete data sources. By inserting different data sources in your form, changes in the system can be automatically transferred to your forms.
Data source - legal texts
The data source of the legal texts allows you to adopt any desired legal text in your form and keep it up to date in the event of changes to the legal texts.
To add the legal texts to your form, click on the form administration.
Under Actions, click on the editing pencil of the form you want to edit.
Select a label field in the spring selection and drag it into the form with the mouse.
Click on the editing pencil to open the label field.
Click on Select data source.
Select the legal text that you want to add to the form.
The data source has now been selected. Click on Save to add the legal text to the form.
The data source of the legal text has now been added. Click on Save to save the change in the form.
Data source - Categories
The data source of the categories allows you to adopt any desired category in your form and to keep it up to date in case of changes in the categories.
To add the categories to your form, click on the form administration.
Under Actions, click on the editing pencil of the form you want to edit.
Select a selection field in the spring selection and drag it into the form with the mouse.
Click on the editing pencil to open the Field selection field.
Click on Select data source.
Click onApply.
The categories have been added to the selection field. Click on Save.
The data source for the categories has now been added. Click on Save to save the change in the form.
Data source - Subsidiaries
The subsidiaries data source allows you to add any desired subsidiaries to your form and to keep the subsidiaries in the form up to date when changes are made in the subsidiary management.
To add the subsidiaries to your form, click on the form management.
Under Actions, click on the editing pencil of the form you want to edit.
Select a selection field in the field selection and drag it into the form with the mouse.
Click on the editing pencil to open the Field selection field.
Click on Select data source.
Click onApply.
The clients have been added to the selection field. Click on Save.
The data source of the clients has now been added. Click on Save to save the change in the form.
Add data source
The data source allows you to adopt any desired legal text, category or subsidairies in your form and to keep the form up to date when changes are made in the system.
To add the subsidairies to your form, click on the form administration.
Under Actions, click on the editing pencil of the form you want to edit.
Select a selection field for clients and categories or a label field for the legal texts in the spring selection and drag it into the form with the mouse.
Click on Select data source.
Click onApply.
In this case, the subsidairies have been added to the selection field. Click on Save.
The data source has been added to the selection field. Click on Save.
The data source has now been added. Click on Save to save the change in the form.
Edit data source
The data sources can be edited in various ways. Sorting can be done manually, user-defined, alphabetically, ascending and descending. You can find the instructions for these sorting processes under Dynamic form fields.
Data sources can be kept up to date: when legal texts, categories or clients are changed, the changes are automatically adjusted in the form and kept up to date accordingly.
To keep the data source up to date in your form, click on the form management.
Under Actions, click on the editing pencil of the form you want to edit.
Click on the editing pencil to open the field to be edited.
Click on the Keep data source current checkbox to specify that new elements added to the data source are automatically transferred to the selection field with the status 'active' or 'inactive'.
The data source is now kept up to date. Click on Save.
Click on Save to save the change in the form.
Remove data source
Data sources can be removed from fields by clicking on the form management.
Under Actions, click on the editing pencil of the form you want to edit.
Select the field that you want to edit. Click on the editing pencil to open the field
Click on Remove data source.
Click on Save to save the change in the field.
Click on Save to save the change in the form.