Data Source

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Data Source 

The Data Source section allows users to specify the data origin for radio control, enabling the selection of predefined options or dynamically populated choices from external sources.

Using this option, you can define from where the Data Source should populate for the control.

The Data Sources available under General are:

  • API

  • Common Master

  • Manual

  • Status

  • Table

Common Master

Common Master is a unique feature that allows Administrators to set the most commonly used label names and drop-down values across all modules. If a change or addition is required in the label names or drop-down values, this feature saves the Administrator from having to make the same changes on each page separately. In other words, it simplifies the customization process that Administrators must perform for the most commonly used label names and drop-down values.

See the Field Description for more details. 

Field Description 

Field

Description

Data Source

Select the Common Master type from the Data Source from the drop-down list.

Figure: Data Source

Common Master

Select the Common Master which are pre-defined from the drop-down list.

Figure: Common Master

For example: 

Single choice

Single Choice control is used to make a single selection on a form.

Manual

A method of defining data directly within the form design interface without relying on external sources. Form designers manually input and manage the options for choice controls or other form elements, providing flexibility and control over the available selections. Use this option when the label count is around 1 to 10. Based on the option selected by the user, the fields will populate on the Data Source tab. Let us see how to configure Manual Data Source for reference controls! Refer to screenshot below.

See the Field Description for more details. 

Field Description 

Field

Description

Data Source

Select the type of source. Here Manual is selected from the drop-down list.


Figure: Data Source

Parent

Select the Parent from the drop-down list. The Parent property allows to establish a hierarchical relationship between controls within a form. When defining this property, you can specify another control on the form that serves as the parent control for the selected control. 

This association impacts the behavior or visibility of the child control based on the value selected for the parent control.

Figure: Parent type


For example: 

In an IT service management application where analysts are assigned to workgroups to handle different types of incidents, you can specify parent and child controls in the forms. See the section below for more details.

In this form: 

  • Workgroup (Parent Control): Users select a workgroup from a drop-down menu representing different departments within the IT organization (e.g., Network Support, Software Development, Help Desk).

  • Analyst (Child Control): Based on the selected workgroup, another drop-down menu dynamically updates to display the analysts available in that workgroup. This drop-down contains the names of individual analysts assigned to the selected workgroup.

Is Parent Encrypted?

If this toggle button is enabled, the Parent field value is encrypted at the database level to maintain security.

Label Name

Type in the option label in the Label Name field. It refers to the name of a data source value as it appears to users on the interface.

Value Name

Type in the short code you want to store in the database in the Value Name field. It refers to the internal identifier used by the system to represent that value.

Drag this icon up or down to reorder to reorder a row a value.

Select the font color for the text label.

Select the background color for the text label.

If this toggle switch is enabled, the corresponding label name will be displayed for the user for selection.

If this toggle switch is disabled, the corresponding label name will not be displayed for the user for selection.

Click it to delete the label for user access and database.

Clicking this option adds additional rows for adding more labels.

Default 

When the switch is enabled, this value is automatically pre-selected for the consumer, though the consumer has the option to change this selection.

Active

These are the values that are currently enabled and available for selection by the user. Inactive values are not displayed to the end user, ensuring that only relevant and usable options are presented.

Status

See the field descriptions for more details

Field Description

Field

Description

Data Source

Select the type of source. Here Table is selected from the drop-down list.

Figure: Data Source

Parent

Select the Parent from the drop-down list. Refer to Manual Data source details about Parent control.

Is Parent Encrypted?

If this toggle button is enabled, the Parent field value is encrypted at the database level to maintain security.

Label

Type in the option label in the Label Name field. It refers to the name of a data source value as it appears to users on the interface.

Value

ype in the short code you want to store in the database in the Value Name field. It refers to the internal identifier used by the system to represent that value.

Font color

Select the font color for the text label.

Background

Select the background color for the text label.

Default

When the switch is enabled, this value is automatically pre-selected for the consumer, though the consumer has the option to change this selection.

Active

These are the values that are currently enabled and available for selection by the user. Inactive values are not displayed to the end user, ensuring that only relevant and usable options are presented.

Actions

Click  Actions icon, to add more filter sets.

Single Choice

Single Choice control is used to make a single selection on a form.

Table

A table data source refers to a structured collection of data stored in a database. This source allows form designers to populate data from the Platform layer or Application or Module layer tables. Use this option when the label count is more than 10. For example – 50 to 100. This section contains the fields and their descriptions available under the Data Source for Table type.Figure: Table

See the Field Description for more details. 

Field Description 

Field

Description

Data Source

Select the type of source. Here Table is selected from the drop-down list.


Figure: Data Source

Parent

Select the Parent from the drop-down list. Refer to Manual Data source for more details about Parent control.

Is Parent Encrypted?

If this toggle button is enabled, the Parent field value is encrypted at the database level to maintain security.

Layer

Select the layer from the drop-down list. Here Asset Management is selected as the Layer.



When the layer is selected as Platform, all the Platform layer tables will be available in the drop-down list. 


Screenshot

Figure: Layer - Platform
When the layer is selected as any application, it displays list of available modules under that application. You can select the required module from the Module drop-down. It displays the list of all tables available under that selected module. 
Screenshot

Module

This option will be available only if Layer is selected as any application such as Service Management, Asset Management. 

Figure: Module Options

Table

Select the required table from the drop-down list. The Table drop-down displays the list of all tables available for the selected Application from Layer drop-down and selected module at Module drop-down.


Example: For Layer selected as Service Management, Module selected as Incident, the Table drop-down displays the list of all the tables available under Incident module of Service Management application.

Label Column

Type in the option label in the Label Column field. It refers to the name of a data source value as it appears to users on the interface. Here Asset ID is selected from the drop-down list.

Filter Column

Specify the column name to apply the filter from the drop-down list.

Filter Records

Specify the field, value and operator to filter the records.

You can add Dynamic filter under Operator. A sample screenshot is shown below:Figure: Filter Record - Dynamic Operator

Example: If you select the Field as Asset Owner, Operator as Dynamic, and Value as Logged in User, Asset Owner, it will filter the records with the fixed assets allocated to the logged-in user as an Asset Owner.

Dot walking concept is supported for the Field. 

Example: If you select the Field as Asset Owner.Location, Operator as Dynamic, and Value as Logged in User, Asset Owner, it will filter the records with the fixed assets allocated to the logged-in user as an Asset Owner for a specific location.

Click it to delete the filter set.

Click it to add more filter sets.

API


When configured as a data source, it provides controls with the ability to fetch and populate choices with data retrieved in real time from the external system. This section contains the fields and their descriptions available under the Data Source for API type.


See the Field Description for more details. 

Field Description 

Field

Description

Data Source

Select the type of source. Here API is selected from the drop-down list.

Parent

Select the Parent from the drop-down list. Refer to Manual Data source for more details about Parent control.

Is Parent Encrypted?

If this toggle button is enabled, the Parent field value is encrypted at the database level to maintain security. Example: If Parent field is SSN of a citizen and it needs to be secured at database level, enable Is Parent Encrypted button.

Origin


This field is visible only if Data Source is selected as API.

Select the origin for the API request. Available options are as follows:

Same Origin - Select it if the API request is from same origin.

Cross Origin - Select it if the API request is from different origin.

For Example:

Scenario I

Origin I = https://www.acme.com/222

Origin 2= https://www.acme.com/111

In this case, Origin I and Origin 2 are same Origin.

Scenario II

Origin I = https://www.acme.com/222

Origin II = https://www.example.com/222

In this case, Origin 1 and Origin 2 are cross Origin.

Type

Select the type of the API. Available options are as follows:

Get - Select it to fetch data from a specified resource.

Post - Select it to send data to update a resource.

Address

Specify the API URL. 

Parameters

Select the Parameters from the drop-down list. 

Label Field

Label is the text that appears to the user for that choice. Use short phrases in your choice lists.

Value Field

Value is a string that is stored in the variable when that choice is selected.

Filter Records

Specify the field, value and operator to filter the records.

Click it to delete the filter set.

Click it to add more filter sets.

Click Save to save the configurations. Configurations get saved, window closes, and control moves back to design canvas. If you want to cancel the configuration, click Cancel.