Setting up Data Connections

How to set up a data connection

Data connections allow your forms to securely communicate with external systems or databases. This can be used to automatically retrieve, submit, or validate data without manual entry. These connections are essential for integrating your forms with business systems such as databases, APIs, or platforms like IFS.

Use the Data Connections page to set up and manage these connections. When a connection is saved, the connection string is encrypted to protect sensitive data.

1. From the Configuration menu on the left, select Data Connections.
2. Click + Connection to add a new connection. To view or edit an existing data connection, select the connection from the Connection Name list.
   
3. Enter a connection name and description for the connection. This helps you identify the data connection if you connect to more than one database.
4. Select a connection type. The connection types available include SQL Server, REST/OAUTH, IFS Apps 10, IFS FSM, IFS Cloud, Attachment, and Deployment. Contact OmniByte support if you are looking for a type that’s not available in the list.
5. Click Test Connection to ensure your settings are correct. A successful test confirms that the form can communicate with the external system.
6. Click Save when you've completed your changes. 
7. Data connections can be edited by clicking a connection on the Data Connections page. The Connection window opens, and the settings can be changed. 
8. To delete a data connection, click next to the connection you want to delete.