Service Apps - Data Source Library

Last modified on 2023/07/17 16:31

Apps - Manage datasources icon.png The data source library groups all data source types available in the graphic editor that you can use to retrieve data in an app, e.g. data extracted from files, databases, third-party applications, etc.
This data is then displayed in charts, tables, lists or reports via widgets pointing to the data sources.

Data source types are arranged by category. You can use them to retrieve the following data:

  • Static data, e.g. data from files.
  • Dynamic data, e.g. online data or Service Manager data. This data is automatically refreshed.
     

Each data source created from a data source type has characteristics specific to its category. This is described in the relevant wiki page.

Notes

  • Data source types are created and maintained by EasyVista.

    Open url.png  See General remarks on data sources.

List of data source types

Standard category

Used to define static or dynamic data sources from composite data sources or database queries.

Icon Data source type Functionality
Apps - Datasource - Composite icon.png Composite Used to combine information from several data sources.
Apps - Datasource - SQL Server icon.png MS SQL Server Used to retrieve data by running a query in a SQL Server database.
Apps - Datasource - MySQL icon.png MySQL Used to retrieve data by running a query in a MySQL database.

Files category

Used to define static data sources from data available on a local server.

Icon Data source type Functionality
Apps - Datasource - CSV icon.png CSV Used to retrieve data from a CSV file.
Apps - Datasource - JSON icon.png JSON Used to retrieve content from a JSON file.

Online category

Used to define dynamic data sources from data available online or by interfacing with third-party products.

Icon Data source type Functionality
Apps - Datasource - CSV Online icon.png Online CSV Used to retrieve data from a CSV file.
Apps - Datasource - JSON Online icon.png REST Used to retrieve content from a JSON file.
Apps - Datasource - REST Connector icon.png REST (Connector) Used to retrieve content in JSON format using the resources configured for a connector.
Apps - Datasource - EvSE REST Connector icon.png EvSE REST (Connector) Used to retrieve external data by using HTTP request methods of REST API using the resources configured for a connector.

Applications category

Used to define dynamic data sources from third-party applications.

Icon Data source type Functionality
Apps - Datasource - EasyVista icon.png EasyVista Used to retrieve Service Manager data by running a parent query.
Apps - Datasource - EasyVista Discussions icon.png EasyVista Discussions Used to access Service Manager discussions.
Apps - Datasource - EasyVista Knowledge Base icon.png EasyVista Knowledge Base Used to access the Service Manager knowledge base (Note: The data source is automatically created via a Knowledge Base widget).
Apps - Datasource - EasyVista KPI icon.png EasyVista KPI Used to retrieve Service Manager data using a trend.
Apps - Datasource - EasyVista Self Help icon.png EasyVista Self Help Used to define a data source linked to a Self Help widget.
Apps - Datasource - EasyVista Virtual Agent icon.png EasyVista Virtual Agent Used to define a data source linked to a Virtual Agent widget.

Translation Data Source

Used to select the .csv file whose content lists keywords necessary to the multilingual management of Service Apps apps.

Procedures

How to add a new data source

       Open url.png See Description of the graphic editor.

Step 1: Add a new data source.

1. Select the method for creating the new data source.

  • You can create a new data source.
    • Click Apps - Add datasource icon.png Add Data Source in the Objects pane.
      The types of data sources available will be displayed by category.
                       Apps - Types datasources.png
       
    • Click the data source type you want to create.

Best Practice icon.png  You can use the Apps - Search icon.png search field at the top of the Properties Inspector to filter data source types using their name.

  • You can also use an existing data source template.

       Except for composite data sources

    • Click Apps - Manage datasources icon.png Data Sources in the Objects pane.
    • Click Apps - Duplicate icon.png next to the template.

2. Rename the new data source so you can identify it easily.
 

Step 2: Define the properties of the new data source.

1. Go to the relevant sections in the Properties Inspector.

2. Specify the properties of the new data source.

  • Modifications will automatically be taken into account and displayed in the Design pane for all widgets pointing to the data source.
  • The new data source will become available to all of the widgets in the app.

         Inspector properties - Datasource.png

How to modify a data source

Step 1: Select the data source you want to modify.

1. Select the method for selecting the data source.

  • You can click Apps - Manage datasources icon.png Data Sources in the Objects pane, then click the name of the data source.

Best Practice icon.png  Data sources pointing to an alias appear in bold.

  • You can also click the widget pointing to the data source you want to modify in the Design pane, then click Apps - Edit icon.png next to the Data Source field in the Properties Inspector.
     

Step 2: Modify the properties of the data source.

1. Go to the relevant sections in the Properties Inspector.

2. Modify the properties of the data source.

Modifications will automatically be taken into account and displayed in the Design pane for all widgets pointing to the data source.

How to delete a data source

Step 1: Select the data source to be deleted.

1. Click Apps - Manage datasources icon.png Data Sources in the Objects pane.

2. Click the name of the data source.
 

Step 2: Delete the data source.

1. Click Apps - Delete icon.png next to the data source.

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