Editing data source

Editing data source

Select a data source and click Edit to open data source editing dialog.

The dialog has two tabs:

  • Forms;
  • Fields.

On the Forms tab you can set the forms that will be used in view, edit and create modes. You may choose either «SharePoint Online» to use out-of-the-box SharePoint Online forms or «ZForms» to select one of the forms created in ZForms designer.

Each data source mode with selected ZForms form has an automatically generated read-only url that is composed of:

  • list name (as a of the SharePoint list relative url);
  • mode.

These generated urls are opened when the user clicks New, View or Edit item in the SharePoint Online list view.

The Fields tab shows all data source fields with a pencil icon to proceed to field properties. Save button applies the changes of the properties.

You may change display name and description of each field. For the text fields there is an option to convert their type to List or File. You may need to change type in case you want to create master-detail relation between current master data source and other data source list or document library which becomes detail. List type is for detail tables (lists), File type is for attachments (document libraries).

Please note that you will not be able to revert back to Text type after applying the changes.