How can I use a subsidiary as a data source?

In this chapter we will explain how to use a subsidiary as a data source.

The subsidiaries data source allows you to add any desired subsidiaries to your form and to keep the subsidiaries in the form up to date when changes are made in the subsidiary management.

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

Form management

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

Editing pencil form

Select a selection field in the field selection and drag it into the form with the mouse.

selection field data source

Click on the editing pencil to open the Field selection field.

edit pencil selection field

Click on Select data source.

select data source

Click onApply.

Apply clients data source

The clients have been added to the selection field. Click on Save.

save clients data source

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

save form