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Version: 2023 R2


The source allows you to retrieve data in a customized way. You can create a Plugin in the .NET code which will contain the logic of data retrieval.


1. ID

The data source identifier (if the value is smaller than 0, the source has not been saved in the database yet).

2. Name

Name of the data source entered by the user.

3. Superior source

Each data source can contain subordinate sources which are related to a company within the system. If a superior source is referenced from a workflow element which belongs to a specific company, and that company has a subordinate source associated with it, the query will reference this subordinate source instead. If a superior source has been defined for the source, you must enter the name of the company for which it is defined.

4. Business entity

A business entity to which the defined source belongs. If the source has a defined business entity, entering the superior source is required.

5. Data source type

The type of the current data source. The field specifies the location from which data is retrieved.

6. Description

Description of the data source defined by the user.

7. Template

Selection of the data source template results in the data source returning column types specified for the given template.

Information about required columns can be found in the context help of every data source template (after choosing a template that is different than the default one, a context help icon appears next to the menu).

8. Data source contains personal data

The option designates the current Data source as a source of personal data for other processes. A relation between the Personal data dictionary and the process which uses such a dictionary as a source of data requires additional configuration in every from field which is marked as containing personal data. Once configured, such a relationship allows the system to trace from which instance of a Personal data dictionary the form field obtained its value. Thanks to this, actions that delete or modify (anonymize) personal data are able to locate all the places that obtained data from a specific Personal data dictionary instance.

When a Data source is designated as a Personal data dictionary, it is required to specify a column in this data source which will be used as the unique personal identifier. It is recommended that this column contains unique, numerical database identifiers.

9. Personal data identifier column

The field allows you to specify a unique identifier in the form of a database column.

10. Plugin

An add-on containing data retrieval logic.

11. Configuration

The field allows you to configure plugin.

12. Test

The button executes a data source test. A query is executed and test results are returned. When an error occurs, a message is displayed.

13. Configure plugin

The button opens a new plugin configuration window that contains variables editor.

14. Filtering

The field allows you to define whether the filtering is to be carried out on the BPS platform or plugin side.