Add or remove multiple sources in a dynamic grid

You can add one or more sources to, as well as remove previously added sources from, a dynamic grid section. For more information on all the considerations you must have when adding one or multiple sources to a dynamic grid, see the Dynamic grid section under What if...

Add and map sources to a dynamic grid section

At the top of the Design tab, click Dynamic Grid and select Configure mapping or click the Edit Dynamic Grid icon ().
In the Sources section at the top of the Configure Dynamic Grid Mappings for “(dynamic grid title)” Section dialog box, click Add Source to add a new source.
In the Add Sources dialog box, select the visit, form, and (optionally) section that contain the items you want to make available to the InForm site user’s collection of related data and click Add to add the source and close the dialog box, or click Add / Next to continue adding sources.
In the Item Mappings section at the bottom of the Configure Dynamic Grid Mappings for “(dynamic grid title)” Section dialog box, select the item you want to map to a new source and click Add Mapping.
In the Add Mapping Object to “(item title)” Item dialog box, select the source and item you want to add and click Add to map the source to the target item and close the dialog box, or click Add / Next to continue adding sources to that target item. The Item Mappings section of the dialog box will update with the sources mapped to each item.

Tip: To select individual nested items in a source instead of parent items only, click on Show nested items.

Remove sources from a dynamic grid

When removing sources from a dynamic grid, consider that:

If you remove a source after data has already been entered in InForm, the dynamic grid popup displays the latest mapping. This means that a user will not be able to add or remove records that are from a removed source via the popup.
In order to remove old mappings, if needed, delete and undelete the source record. This will leave it struck out on the dynamic grid section

To remove a source from a dynamic grid:

At the top of the Design tab, click Dynamic Grid and select Configure mapping or click the Edit Dynamic Grid icon ().
In the Sources section at the top of the Configure Dynamic Grid Mappings for “(dynamic grid title)” Section dialog box, click Remove Source to remove a source from the list.
Click OK.