How can I edit a 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.