Setting up Data Connections

How to set up a data connection

Data connections allow your forms to securely interact with external systems, such as databases, APIs, or platforms like IFS. These connections enable your forms to automatically retrieve, submit, or validate data without manual entry.

Use the Data Connections page to set up and manage these connections. When a connection is saved, the connection string is encrypted automatically to keep any sensitive credentials or configuration details secure.

Note: Make sure only authorized users configure or edit data connections, as they control access to your external systems.

Complete the following steps to manage a data connection:

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, click on the connection from the Connection Name list.
   
3. In the Connection Name and Description fields, enter a clear, descriptive name for your connection. This helps you easily identify it later, especially if you have multiple connections. The description is optional but recommended for providing additional context about the connection’s purpose.
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.