Data Sources in HelloID allow you to populate your dynamic forms with data that is either centrally defined or pulled from an external source (such as an API). These capabilities allow you to manage the available options in a dropdown on multiple forms, for example, from a central location.
Data Sources Overview
Navigate to Self Service > Forms. On the Forms Overview page, click the Data Sources button in the top right. This will switch you from the Forms Overview to the Data Sources Overview.
By default, there is one data source already available: HelloID Groups. This is a list of all groups within HelloID.
The following is displayed for each data source:
The names listed under the Names column are visible when building a dynamic form. They can be editing by clicking Edit under the Actions column.
The type of data source describes how its data is populated. More information on these types is available below.
The options under this column will allow you to modify or remove a data source.
Data Source Types
There are three types of data sources available in HelloID.
Native Data Source
Native data sources come packaged with HelloID, and can be neither create or deleted by HelloID Administrators. An example of a native data source is the HelloID Groups data source that is available by default.
Static Data Source
Static data sources are lists of data that are configured manually by a HelloID administrator, and do not rely on outside sources or scripts. These are very useful for simple selection lists that are used across multiple forms, but whose options don't change very often.
Task Data Source
Task data sources rely on HelloID automation tasks to populate their data. If you want to populate a form dropdown with options from an external source, such as an API, then this is the data source type you will need.