General - Data Sources
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Purpose
This section of Administration allows you to set up global list options that can be sourced on Activity and Sample Tracking forms.Â
- The Form column in the grid will display the DIY forms that the data source is used on
- System data source forms can't be edited, but their data source values can be edited
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.
Adding Data Sources Options
- Select the Data Source in the grid which you would like to add options to. Select the Add Option button
- Enter your option and click Save
- Options can be imported using the Import Options button - a .csv file of options you want to import is required
- Options can be reordered using the Reorder Options button above the grid