Skip to main content

Data Tab

The Data tab is used to configure advanced settings relating to the data management for the form.

Navigation: Manage GT eForms 3.x > Form Setup – Data tab

This tab contains four expandable sections that are detailed individually in this document. For the Application Package Settings, Data Pool Settings, and Search Settings section, once a value is present, the section will default to expanded.

For additional details on the Data Pool please reference the Data Pool feature document.

A screenshot of the Data tab in Form Setup

Application Package Settings​

A screenshot of the 'Application Package Settings' section of the Data Tab

FieldValue/Use
Root Package IDIndicates the main app package for the form. This is used to identify PeopleCode smart sources, visual ifs, custom data pool records, and field edit logic.

Data Pool Settings​

A screenshot of the 'Data Pool Settings' section of the Data Tab

FieldValue/Use
Pool IDPool ID defaults to the current Form Type. Use the looking glass to select an alternate Data Pool.
Link to Data PoolOpens the Data Pool configuration screen. See the Data Pool section for detailed set up.

Search Settings​

The Search Settings configured here will determine the forms available to users for this Form Type.

  • A search record may be a SQL view, which limits relevant results
  • Search records are often custom views to further restrict results that appear for selection on a task. (ex – a custom record with row level security restriction on view and update task)
  • Use any table which contains the data needed
  • The search page for the eForm will display the key fields for the record(s) configured

A screenshot of the 'Search Settings' section of the Data tab as it appears when a user has not selected a value in the 'Access Priority' dropdown field

A screenshot fo the 'Search Settings' section of the Data tab as it appears when a user has selected 'Search Set' as the value in the 'Access Priority' dropdown field

FieldValue/Use
Search TaskSelect the Form Task for which the Search Record will appear
Search RecordLookup a record to be used as a search record
Force Search Set AccessIf checked, form type cannot be accessed via the family. It must be accessed through Search Set navigation.
Access PrioritySets the priority of which access point to being searching with. Choose either Form Family or Search Set.
*If Force Search Set Access is checked above, this field will be read only with Search Set selected

Custom Segment Settings​

A screenshot of the 'Custom Segment Settings' section of the Data tab

FieldValue/Use
Custom SegmentLists the custom segments in use on the form
Object StringTo override the default code for a custom segment, select from the available options. To configure default code, see the Custom Segments technical documentation.
SegmentCustom segment code description
Available on All Form Pages (checkbox)Enables a Custom Segment to appear on all form pages instead of only the last form page. For more information about displaying custom segments on all pages, see the Pages Grid section of the Pages Tab feature document.