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How can I add a data source?

In this chapter we will explain how to add a data source.

The data source allows you to adopt any desired legal text, category or subsidiaries in your form and to keep the form up to date when changes are made in the system.

To add the subsidiaries to your form, click on the form administration.

Form management

Under Actions, click on the editing pencil of the form you want to edit.

Editing pencil form

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.

selection field data source

Click on Select data source.

select data source

Click onApply.

Apply clients data source

In this case, the subsidairies have been added to the selection field. Click on Save.

data source add

The data source has been added to the selection field. Click on Save.

save clients data source

The data source has now been added. Click on Save to save the change in the form.

save form