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Data Source
A data source retrieves data from entities and forms or executes advanced rules depending on the properties modeled on it.
Through the icon ,a set of data sources to be used on the entity can be defined.
Operations can be performed on each line of the existing sources. Click on the icons and that delete or update it respectively.
A new data source can be created from the icon . When defining a new data source or selecting an existing one, a panel with its information opens.
Properties
Data sources can originate in entities, forms or in rules, in all cases, they share some properties and have specific ones.
Name
Name used in the modeler to reference the data source.
Code
It is used internally to reference the data source.
Type
Determines the type of object from which the data is to be taken. The possible values for this property are “Entities and Form” and “Rule”.
Data origin
It allows to select the object from which the data will be taken.
Sorting
Field
It allows to select the field the information will be sorted by in ascending or descending order.
Initially execute
It allows configuring whether the data source is automatically executed when loading the entity.
Entities and Forms as Data Source
Specific properties must be modeled when the data source is of entity type or form type.
Properties
Fields to retrieve
It allows the fields of the selected object to be selected.
Filter
The icon allows to expand a panel with the available fields to define the selection criteria of the data.
Depending on the type of field, filter conditions are different, fixed values, variables or parameters can be entered and combined by means of operators. Once the filter criteria have been defined, the "Add" button should be pressed so as to define the filter.
Filter Conditions
Numeric Fields
The value entered should be numeric.
Search criteria:
•Greater than
•Greater equal to
•Less than
•Less equal to
•Between
•With Data
•No Data
Alphanumeric Fields
Enter a text to search for.
Search criteria:
•Contains
•Equal to
•Starts with
•Does not start with
•No Data
•With Data
Date Fields
A calendar opens to select the date and it can be filtered using different search criteria.
Options:
•Today
•Last 7 days
•Current Month
•Current Year
•Last Month
•Last Year
•From (Requires selection of a start date)
•To (Requires selection of an end date)
•Range (Requires the selection of a start date and an end date)
•Equal (Requires selection of a date)
DateTime Fields
A calendar opens to select the date and time, it can be filtered using different search criteria.
•From
•Until
•Equal
•Range
Value Lists Fields
The list values are displayed.
Search criteria:
•Included
•Not Included
•With Data
•No Data
When the data source is of the rule type, specific properties must be modeled.
Properties
Output parameters
The output parameters of the selected rule are displayed.
Input parameters
The icon allows expanding a panel with all the input parameters available for selection.
Entity parameters, fixed values, or variables can be entered for each chosen parameter.