Add Data Elements From Other Data Sources

You can add data elements from one or more data sources.

To add data elements from other data sources:

  1. Select Add in the Data Elements step of the Data Source Creation guided process.
  2. In the Add Data Element drawer, enter the following information:
    1. From the Source list, select a data source to locate the data element to be included. The Source list includes all the sources available for the selected data type. For example, select Document Approval / Upper Form.
    2. In the Type to Filter Search bar, enter the first few letters of the data element you want to add. It will further filter the data elements displayed from the data source selected in the previous step.
    3. From the filtered Search Results list, select the checkbox corresponding to each data element for inclusion in the data source.
    4. From the Add menu, select any of the following options:
      • Add and Add More: Select to repeat step 2 and continue adding data elements in this drawer.
      • Add and Close: Select to add the data elements and return to the Data Elements step of the guided process.
  3. In the Data Elements step of the guided process, perform the following actions:
    1. From the Save menu, select any of the following options to save the selected data elements:
      • Save: Select to save the selected information displayed in the Data Elements step.
      • Save and Close: Select to return to the Data Sources log.
    2. Select Continue to proceed to the Calculated Elements: (Optional) Include Calculated Elements in the Data Source.

      Note:

      • You can click Cancel in any step of the guided process to discontinue and return to the Data Sources log.
      • It is recommended to click Save in each step to avoid losing any unsaved information or selections made in that step.
      • You may receive an error message during Data Structure setup when you enter a valid Data Structure and a valid Data View. You can disregard the error and proceed with editing and saving the Data Structure.
      • If a data source is removed from a BP design or data view, update the data source before you create, view, or update the content based on that data source.