Defining Default Spec Lookups (Data Bind)

Using and Creating Data Bind Lookups

It is possible to define default data bind lookups. This means that a Checklist can read from the available Specs on an entity and show that information in the Checklist.

To define a default spec lookup:

• Add a Field to your Form.

• For the Default Data Bind property, click the search button.

Select from list of Existing Data Binds

Select an existing entity from the list of Data Binds in the Form Data Bind dialog:

• Click OK to apply your selected Data Bind.

Note

The list of available Specs/Entities varies depending on the specific IMS Implementation. To obtain the full list, contact support.

Create a New Data Bind

It is possible to create your own Data Bind Lookups. To create a new lookup:

• Click + in the Form Data Bind dialog.

In the New Data Bind dialog that pops up, select from either the Simple or Advanced tabs to create a new Data Bind. The Simple method allows you to select Specifications from a pre-configured list of values. The Advanced method allows you to use data sources beyond Specifications for your Data Binds.

Create a New Simple Data Bind

• Select the Simple Tab in the New Data Bind dialog and complete the following fields:

  • Data Source: Select the desired Data Source from the Option List.

  • Spec Name: Select the desired Specification from the Option List.

  • Name: The name field will automatically be populated based on the selected Spec.

  • Description: Enter a description of the data bind, if desired.

• Click Save to save your Data Bind.

You will now be able to select the newly-created Data Bind from the list Form Data Bind dialog.

Create a New Advanced Data Bind

To use sources of data other than Specifications as your Data Bind Source:

• Select the Advanced Tab in the New Data Bind dialog.

• Complete the following fields:

  • Name: Enter a unique name for the Data Bind.

  • Description: Enter a description for the Data Bind, if desired.

  • DataBindType: Select the type of Data Bind you want to create from the Option List.

    • Entity: Allows you to create your Data Bind with the specified Entity Type and Entity Field.

    • WF Data Group: Select this Option to select Entities from a list of Workflows from which the data can be selected.

  • IsCurrentEntity: Select this option if you wish to select fields from the Entity on which the Dynamic Form is currently being used. Otherwise, leave it unchecked to select from any other Entity.

  • Entity Type: Enter the name of the Specification or Entity Type you wish to use for the lookup (hint: Spec names are usually all capital letters.)

  • Entity Field: Enter the desired Field from the Entity’s table.

• Click Save to save your New Data Bind.