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Version: 2023 R2


Some system components require data sources with a certain (specialized) column structure. Templates can be used to target this situation. They are used to create data sources with a predefined structure which makes them easy to use in specialized context.


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. Access to data in the context of system account

Selecting the checkbox results in displaying all data contained in the data source. When unselected, the current user sees only the data to which they are authorized.

8. 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.