There are a couple of reasons to use a datasouce in BlueDolphin knowing:
This article will describe how to enrich a object using a datasource.
First follow the article Import data into BlueDolphin to make your local datasource available in BlueDolphin.
In this article i'll explain the steps you need to take to create enrich objects in the "Application components" definition based on a loaded datasouce, in my case "Source_Applications2".
Before executing the steps, make sure you:
- have a valid BlueDolphin enviroment
- are Administrator in the environment
- have objects in the required Object definition you like to enrich.
For correct usage of the enrichment proces we need to have a unique identifier which is present in all datasources. In the article Use datasource to create objects we created objects from a datasource. In this datasource a unique key is present, we need to make sure that same unique key is also present in our datasource we use for enriching the objects.
So the first thing we need to do is add a object property and include this in the source setting we used to create the objects.
Go to the General tab and click "Add object property", i created a new object property "UniqueId". See figure below.
No further configuration has to be done on the property, it will be used as a placeholder for the unique value from the datasource. The datasource used to enrich will be using this property to lookup the correct object.
We now need to make sure that the datasource which creates the objects also fills the "UniqueId" property. Go to the sources tab.
Click on "Source Applications" to open the source configuration which creates the objects. Then click "Add field connection" in the new added line select the "UniqueId" propety and assign the unique field from the datasource. See the figure below for my settings.
Now we have updated the configuration which adds the objects, we can now add a new configuration which enrich the objects.
Just to give you an idea below the contents of my datasource, it contains some basic license information.
The source contains the same "ID" field as the source used for object creation. The "ID" field is also used to fill the "UniqueId" property.
In BlueDolphin open the source tab of the object definition click "Add source connection". See the figure below for my settings.
The most important settings are:
- I leave "New objects are allowed to be created with data from the source" unchecked. I don't want to create new objects with data from this source, i want to enrich existing objects.
- I set the "=" to the UnitId field. This causes BlueDolphin to use the "ID" field in my source and use it's value to look for a corresponding value in the UniqueId object property. When a Object with the same value in "UniqueId" property is found, the datasource is bound to that object.
- The title field i just set a "dummy" value, it'll never be used because we don't create objects with this data source
When all configurations are complete, save the object definition. For the enrichment proces to be started click the refresh icon. See figure below.
To show the results of the above actions, i open the Application component "7Zip".
Select the "Sources" tab
Here you see there is a source processing object "7Zip" with 2 datasouces bound to it "Source_Applications" and "Source_Applications2". You can select each datasource to see it's contents. When selecting "Source_Applications2" you can see the ID field value is equal.
You can repeat this step multiple times to connect all your available datasources to BlueDolphin objects. You can use various datasources in questionnaire fields (shown in Use datasource to create objects) or use it in reports.