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Table of Contents

 

Purpose of Data Sources Tab

This section of Administration allows you to set up global list options that can be sourced on Activity and Sample Tracking forms. 


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Adding Data Sources

To add a Data Source, simply select the Add Data Source button at the top of the page. Name is required and you also may add a description as needed.


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Adding a new Data Source Options

StepDirectionExample
1.Select the Data Source in the grid which you would like to add options to. Select the Add Option button.


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2.

Enter your option in and select save.

 

Alternatively, you can import your global lists as a csv file.

3.

To reorder your list options, select Reorder Options. Drag and drop the options into the order you would like them to appear on your forms.

 

 

 

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