Preparing the Data Source Configuration Before proceeding, ensure that all necessary resources are in place for the data source configuration. Review the following checklist. Each data source configuration is created within a specific product configuration. See the section on Product in the User Guide - Product Design document for details on managing products. To create a data table lookup, the data table configuration must be created in advance. See the section on Data Tables in the User Guide - Product Design document for details on managing data tables. Once the data source configuration has been saved, the associated data table configuration cannot be edited or removed from the data source. Ensure that the data table configuration is correct before creating the data source configuration. in the data source configuration can only be applied to columns defined as in the data table Filters Key Columns configuration. The Sorting Column defined in the data table configuration will not be available for use as a Primary Display Column or Key Column in the data source configuration. When using Culture settings in the Domain / Rate Tables attached to the Data Table, the system must be able to locate the same data across all provided culture versions. To achieve this, the column selected as the Key Column in the Data Source must contain unique entries, and must have the same entries across all related tables. To create a grid lookup, the grid panel and fields must be created in advance. The grid and associated fields are available for configuration without having to publish the workflow. See the section on Workflow Configurations in the User Guide - Product Design document for details on managing fields and panels. Any fields to be used as filters or output fields should be created in advance so they can be selected in the configuration. However, filter and output fields can also be added after the initial configuration. Fields are available without having to publish the workflow. Example: For the purpose of this tutorial, we will be using a Data Table with the following data and settings. The ID column contains unique identifier numbers for the people in the list, all other columns include duplicate values.
Preparing the Data Source Configuration Before proceeding, ensure that all necessary resources are in place for the data source configuration. Review the following checklist. Each data source configuration is created within a specific product configuration. See the section on Product in the User Guide - Product Design document for details on managing products. To create a data table lookup, the data table configuration must be created in advance. See the section on Data Tables in the User Guide - Product Design document for details on managing data tables. Once the data source configuration has been saved, the associated data table configuration cannot be edited or removed from the data source. Ensure that the data table configuration is correct before creating the data source configuration. Filters in the data source configuration can only be applied to columns defined as Key Columns in the data table configuration. The Sorting Column defined in the data table configuration will not be available for use as a Primary Display Column or Key Column in the data source configuration. When using Culture settings in the Domain / Rate Tables attached to the Data Table, the system must be able to locate the same data across all provided culture versions. To achieve this, the column selected as the Key Column in the Data Source must contain unique entries, and must have the same entries across all related tables. To create a grid lookup, the grid panel and fields must be created in advance. The grid and associated fields are available for configuration without having to publish the workflow. See the section on Workflow Configurations in the User Guide - Product Design document for details on managing fields and panels. Any fields to be used as filters or output fields should be created in advance so they can be selected in the configuration. However, filter and output fields can also be added after the initial configuration. Fields are available without having to publish the workflow. Example: For the purpose of this tutorial, we will be using a Data Table with the following data and settings. The ID column contains unique identifier numbers for the people in the list, all other columns include duplicate values.
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