Basic, App Functionality, Advanced, and Connector options can be configured on the Data Source Settings page.

Accessed by clicking on the Settings link when hovering over a data source on the Data Source page, or when viewing the rows of a data source on the top-left area of the Data Source Rows page.

You can also view any screens or folders the data source is linked to and limit the number of rows the data source can contain.

Basic Settings

Name

This name will show in the various screen designers. You should try to be descriptive so you can easily identify one Data Source from another.

Default Sort Order

Controls how rows of the Data Source will appear in Form screens in Choices fields as well as Tables.

• None will display the rows of your Data Source in the same order in which they appear in the data source, unsorted either alphabetically or numerically.
• Ascending will sort the data in ascending alphanumeric order based on the column you select.
• Similarly, Descending will sort the data in descending alphanumeric order based on the column you select.

App Functionality

Default Row Display

Controls how rows of the Data Source will appear on your app by default.

Elements of Default Row Display are used in Form screens in Choices field types.

• Thumbnails are used only in Choices fields set to the List of Datatype.

  They require your Data Source to have a column with a Data Type of Image, and will appear to the left of each of the selections.

• Labels are the default label displayed in the Choices fields.
  If you specify a label here, in the data source settings, you won’t need to individually specify the display settings in each Choices field that uses this Data Source.
• Subtitles, similar to Thumbnails, only work with Choices fields set to the List of Data type.
  Fairly self-explanatory – they appear as subtitles under your Labels.

Default User Interaction

Specifies an interaction that can occur due to the user tapping on a row of this Data Source.

e.g., dialing a number, viewing a web link, opening a Doc, Screen, Map, etc.

You can also pass a column value into the interaction, which is handy if, for example, you are opening a Detail screen for the chosen row.

Filter Rows To App

Specify a user-based condition to ensure that the user downloads a smaller subset of rows. This will improve app performance and speed up data syncing.

It’s useful for very large data sources containing information that isn’t all relevant to a user.

Enter a true/false formula to control which rows will be downloaded by the app for use in forms. 

e.g.  USERMETA('Site') ={{this[1]}}

Apply Filters to All Linked Screens

By default, search filter options on the app apply to all screens linked to the same data source and must be cleared. When disabled, each linked Listing or Mapping screen can apply its own set of filters and will not automatically carry over.

Advanced Options

External ID

An optional field that you can use to store an identifier. This is required for Formula Cheat Sheet use, and if you intend to add data to or retrieve data from this Data Source using the API, it can be helpful when trying to link/track this Data Source against a similar entity in an external system.

Restrict To Group

Restrict access to a specific user group.

Validate Column Data

When checked, it will validate each column against its specified Data Type: Text, Number, Date/Time, etc.

Connector

Use a Connector to automatically load rows directly from other systems. More information on Connector types can be found under Data Source Connectors.

Further Information

Adding a New Data Source