Configuring Data Source Settings

Basic, App Functionality, Advanced and Connector options can be configured on a Data Source Settings page.

Accessed by clicking on the Settings link when hovering over a data source on the Data Source page, or when viewing the rows of a data source on the top-left area of the Data Source Rows page.

You can also view any screens or folders the data source is linked to and limit the number of rows the data source can contain.

How To

• Basic Settings
  • Name
  • Default Sort Order
• App Functionality
  • Default Row Display
  • Default User Interaction
  • Filter Rows To App
• Advanced Options
  • External ID
  • Restrict To Group
  • Validate Column Data
• Connector
• Further Information

Basic Settings

Name

This name will show in the various screen designers. You should try to be descriptive so you can easily identify one Data Source from another.

Default Sort Order

Controls how rows of the Data Source will appear in Form screens in Choices fields as well as Tables.

• None will display the rows of your Data Source in the same order in which they appear in the data source, unsorted either alphabetically or numerically.
  
• Ascending will sort the data in ascending alphanumeric order based on the column you select.
• Similarly, Descending will sort the data in descending order alphanumeric order based on the column you select.
  

App Functionality

Default Row Display

Controls how rows of the Data Source will appear on your app by default.
Elements of Default Row Display are used in Form screens in Choices field types.

• Thumbnails are used only in Choices fields set to the List of Data type.
  They require your Data Source to have a column with a Data Type of Image and will appear to the left of each of the selections.
  
• Labels are the default label displayed in the Choices fields.
  If you specify a label here, in the data source settings, you won't need to individually specify the display settings in each Choices field that uses this Data Source.
  
• Subtitles, similar to Thumbnails, only work with Choices fields set to the List of Data type.
  Fairly self-explanatory - they appear as subtitles under your Labels.
  

Default User Interaction

Specifies an interaction that can occur as a result of the user tapping on a row of this Data Source.
e.g. dialling a number, viewing a web link, opening a Doc, Screen, Map, etc.
You can also pass a column value into the interaction which is handy if, for example, you are opening a Detail screen for the chosen row.

Filter Rows To App

Specify a user-based condition to ensure that a smaller subset of rows is downloaded by the user, meaning better app performance and faster syncing of data changes.

Useful for very large data sources containing info that isn't all relevant to a user.

Enter a true/false formula to control which rows will be downloaded by the app for use in forms. 

e.g.  USERMETA('Site') = {{this[1]}}

Advanced Options

External ID

An optional field that you can use to store an identifier. This is required for Data Source formula use and if you intend to add data to or retrieve data from this Data Source using the API and can be helpful when trying to link/track this Data Source against a similar entity in an external system.

Restrict To Group

Restrict access to a specific user group.

Validate Column Data

When checked, will validate each column against its specified Data Type: Text, Number, Date/Time, etc.

Connector

Use a Connector to automatically load rows directly from other systems. More information on Connector types can be found under Data Source Connectors.

Further Information

• Adding a Data source
• Editing Data Source Rows
• Using Image Columns