TABLE OF CONTENTS
After adding and authenticating an SQL Server Connection, you can add Form Connectors to push data to a database or pull data from a database using Data Source Connectors.
Our platform enables you to quickly and easily connect your data sources to a SQL Server table. This enables a one-way synchronization to occur - where any changes in the SQL table are downloaded into your data source regularly. Your data source will be automatically updated in this way until you remove the connector or an error occurs (such as losing authorization to access the database).
Before you add an SQL Connector, you must ensure that you have a valid SQL Server Connection set up in your organization.
Adding a Connection
To Set up a SQL Connector to your Data Source, follow these simple steps:
- Go to Connected Data -> Data Sources
- In the list of available data sources, hover your mouse over the listing of the data source you wish to connect.
A set of options will show; click on the settings link.
- On the Settings page, mid-way down you should see a Connector heading.
- A new window will appear with the selection of connectors to choose from.
After adding the Data Source Connector, configure the connector. Enter an optional schema, the table name to retrieve rows from, or an optional clause to return specific rows.
Next, configure the following:
- Schema: Add an optional SQL Server database schema where the table is stored. If kept empty, the default schema will be selected.
- Table Name: The SQL Server database table from which rows will be retrieved.
- Where Clause: Add an optional where clause to the query that only returns desired records. e.g. WHERE LastName = 'Good'.
- Ignore Internal Columns: If enabled, this connector will ignore all columns where the column name starts with an underscore (e.g., _lastupdated). If your table has a column named _identity and internal columns are not ignored, this column will always be the first column of the data source. Other internal columns are added to the end.
- Refresh Frequency: The frequency that data is pulled by this connector.
When you save your changes, the connector will be fired for the first time and will subsequently run at the interval specified in the connector settings. Wait a minute or so and then view the data source's rows populated with your SQL Server data.
If rows are not downloaded, then there may be an error with the connection, which can be confirmed by viewing the connector's logs. On the Data Source's Settings, under the connector area, hit the menu icon to bring up options to View Logs, Run Now, and Delete, depending on your needs.