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Configuring a dynamic data source

This section provides general information about configuring a dynamic data source. For information about configuring a dynamic data source for a particular action, see the section in this guide that describes that action.

Note

For information about configuring a dynamic data destination, see Push Fields action.

When you select the SAMPLE DATA data source in the workflow editor, the fields in the editor change to enable you to specify the following items:

  • Variables that identify a runtime server and form
  • A sample server and form

The following figure shows an example of a Set Fields action being configured to use SAMPLE DATA.

A Set Fields action with SAMPLE DATA as the data source
(Click the image to expand it.)

To configure a SAMPLE DATA data source in a workflow action

  1. Right-click the If Actions or Else Actions panel header.
  2. Select Add Action > actionType.
  3. In the Data Source list, select SAMPLE DATA.
  4. (Active links only) In the Runtime Server Value field, click the ellipsis button.
  5. In the Field/Keyword selector dialog box, select one of these items:
    • The field on the primary form that will supply the source server name, for example, $WorkflowServer$.
    • If the source server is to be the user's current server, the $SERVER$ keyword.
  6. Click OK.
  7. In the Runtime Form Value field, click the ellipsis button.
  8. In the Field/Keyword selector dialog box, select one of these items:
    • The field on the primary form that will supply the source form name, for example, $WorkflowForm$.
    • A keyword to supply the source form name, such as $SCHEMA$ or $SCHEMA-ALIAS$.
  9. Click OK.

    Tip

    You can also use content assist to enter a field name in the Runtime Server Value and Runtime Form Value fields. To do so, enter a dollar sign ($) or press Ctrl+Space in the field. A list of fields in the primary form appears; select the appropriate field. If you enter field names manually, use variable format (for example, $WorkflowServer$ ).

  10. (Active links only) In the Sample Server Name field, select the server that has the sample form to use at design time.
  11. In the Sample Form Name field, select the sample form that contains the fields to map in the field mapping table.
  12. Continue designing the workflow by completing the remaining fields in the workflow editor.
    For workflow that uses a Run If Qualification, you can use fields from both the primary form and the sample form in the qualification. The field types and field IDs on the sample form and the corresponding runtime form must match.

    When mapping fields to values in the field mapping table, the fields you can select in the Values column come from the form identified in the Sample Form Name field. If fields with the same IDs on the sample and runtime forms have different data types, the general conversion rules apply. See Server-side table field implementation issues.
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