Connect an External Schema with your eForm Schema

To connect, or map, a data source to your XML schema, do the procedure in this topic eForm, do the procedure in this topic.

Screen



How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add your form control:
      1. On the eForm Builder screen, in the Toolbox, open one of these tabs:
        • Common Controls Common Controls icon
        • Advanced Controls Advanced Controls icon
        • Kendo Controls Kendo Controls icon
      2. On your tab, drag one of these controls onto your form:
        • Auto-Suggest Auto-Suggest icon
        • List Box List Box icon
        • Subform Subform icon
        • Check Box Check Box icon
        • Auto Lookup Auto Lookup icon
        • List View List View icon
        • Pop-Up Select Pop-Up Select icon
        • Drop-Down List Drop-Down List icon
        • Auto-Suggest Auto-Suggest icon
        • Chart Chart icon
        • Data Grid Data Grid icon
        • Drop-Down List Drop-Down List icon
        • Data Grid Data Grid icon
        • Multi-Select List Box Multi-Select List Box icon
    • Change your form control:
      1. On your eForm, click the control, and click Edit Edit icon.
  3. On the Configure tab, click Add Lookup Add Lookup icon.
  4. On the Select Data Source Type screen, select your data source type, and click Next.
  5. On the Lookup Details screen, complete the fields, and click Next.
  6. Do one of these.
    • On the Request Mapping field, click the Ellipses button.
    • On the Response tab, in the Map Response to AgilePoint Schema field, click the Ellipses button.
    • On the Request tab or Response tab, click the Map Schema button.

Procedure

  1. (Optional) To connect all the fields in the data source and the eForm schema that have the same name, on the Schema Mapper screen, click Auto Map.
  2. Drag the elements from the source schema to target schema as necessary to connect them.
  3. For the data conversion between the source and the destination schema fields, complete this field as necessary.
    Field Name Definition

    Data Conversion

    Function:
    Specifies the data conversion between the source and the destination schema fields.
    Accepted Values:
    • No Data Conversion Needed - The data type of the source schema elements matches the data type of the target schema elements, or no data type conversion is necessary.
    • Default Conversion - The data type of the source schema elements does not match the data type of the target schema elements. This option uses a default conversion methodology.
    • Custom Data Conversion - Uses a data conversion method you specify.

      If you specify a custom data conversion method, it must return the results in valid XML format.

    Default Value:
    No Data Conversion Needed
  4. (Optional) for custom data conversion, click Add or Edit to open the Custom Mapping screen screen.