Assigning Data Sources to Templates


Data sources are assigned to templates in four easy steps. In this example, the State data source will be assigned to the State field on the Accident Incident Form template.

  Step 1: Go to the Template Assignment tab.

Step 2: Select a template from the Template column.

Step 3: Select field(s) from the Field column. Only fields which have been defined to use a data source will be eligible for selection.

Step 4: Select from the Data Source column to assign the data source to the specific template field. Click Assign.

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