Skip to content
  • There are no suggestions because the search field is empty.

How can I keep a data source up to date?

In this chapter, we explain how a data source can be kept up to date, using the example of a client.

To keep a data source up to date, click on Form management.

Now click on Forms.

Now click on the three dots on the right-hand side of the form of your choice.

Click on Edit form.

Navigate to the Create report step.

Then click on the editing pencil next to the corresponding selection field.

Click on the Keep data source up to date checkbox.

Click on Save.

Finally, save the form.