Adding a Data Set to a Section

How to add a data set to a section

If you have a data set that needs to appear in multiple forms, you can associate it with a section. This allows you to maintain the data in one place while using it consistently across several forms—saving time and ensuring data accuracy.

1. From the Reusable Components menu, click Sections, then select + New Section to create a section for the information you want to include on forms.
   
2. In the Name field, enter a name for the section. In this example, we are adding a section for parts.
3. From the Actions/Container menu, click Dynamic Table to add a dynamic table to the section. 
4. Click on the dynamic table to open its input slider. 
   
5. Expand Input Options.
6. Mark Vertical as the table layout.
7. Expand Data Settings.
8. From the Data Set list select the data set to include in the section (Parts in this example). Select the fields to include in the dynamic table and click the Apply Data Set Columns button. 
   
9. The dynamic table in the Section Designer displays the data set applied to the table.
   
10. Click (Save) to save the section.
11. Add the section to the form.
    
12. Click to preview the form and verify the form populates correctly.