How can I use a client as a data source?

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

To add the clients to your form, click on the Form management.

Now click on Forms.

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

Now click on Edit forms.

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

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

Click on Select data source.

Choose Clients and click on Apply.

The clients have been added to the selection field. To automatically apply changes in the client management in the form, click on the Keep data source up to date checkbox.

Click on Save.

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