Data Sources Overview


What is a Data Source?

Data sourcesClosed Data sources, also known as "Lookups", are external sources of data that you upload or connect to ProntoForms. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data., or “lookups”, are external sources of data uploaded or connected to ProntoForms. This data is then referenced in a form. When mobile users access the form, they will have access to specific columns of data, such as a list of customers in their area. Data sources save typing, reduce errors, and make it easy to provide users with only the relevant, most up to date data when they are on the road. They also save administrative time; forms do not need to change, even though the data they use may be updated frequently.

Note:The Data Source types you can use depend on your billing tier. Check with your account manager if you have questions.

Info:Customers on the Enterprise tier can use the Multi-Column View and Default Sort Options. These make it easier for field users to select the right answer to a Dropdown, Radio Button, or Multiselect question.

Common Uses

Maintaining Data Source Data

The data contained in data sources is stored in the ProntoForms system and synchronized to users for use on their forms. Several options are available for maintaining data source data in ProntoForms.

Using Data Sources in Multiple Forms

One of the key benefits of data sources is the ability to integrate data sets from business operations within forms. Data sources can be used in multiple questions within a single form, and across multiple forms within a ProntoForms FormSpaceClosed FormSpaces are where forms are stored and organized in the ProntoForms Web Portal. A ProntoForms Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace.. This feature allows businesses to centralize their data within a few objects in ProntoForms.

Data sources are created within a FormSpace. Any forms within a FormSpace can be configured to use the data sources within it. The administration portal provides information on whether a data source is in use, and which forms are referencing it. Data sources which are referenced by forms cannot be deleted.

Data Sources in the Forms Library

The Forms LibraryClosed The Forms Library is a resource available to form designers that provides a list of customizable form and Data Source templates. Users can select a form from the Forms Library when they create a new form. also contains Data Sources which users can import for use within forms. These data sources can be found by navigating to the ProntoForms portal, clicking on Forms Library in the main menu, and selecting the Data Sources tab. Or follow this link: View the Data Source by clicking on the right arrow icon or import any Data Source from the list by clicking on the plus sign icon.

Some sample forms found in the ProntoForms Library also have data sources associated with them. When importing a form that has a data source, both the form and the data source are imported.