This guide shows you how to create a data source to store data, and then use the stored data in a recipe. An example dataset is provided, but you can also follow along with your own data.

Prerequisites

• Unit admin rights on a unit in Create.
• Basic familiarity with the platform.

Procedure

The process consists of the following tasks:

• Set up a data source.
• Set up a recipe or open an existing one.
• Inside the recipe, fetch data from the data source.

Set up a data source

We start by creating a data source:

1. Go to Data Sources in the admin page.
2. Create a new Data Source with a name of your choice:

3. Add 4 new columns and name them OfficeName, City, Country and Address.

4. Add a couple of rows with any information you like.

5. Press Save.

The data source is now created and updated with 2 rows of data.

Use data from a data source

In the next steps, fetch data from the data source from inside a recipe.

1. Open an existing recipe or create a new one at a location of your choice.
2. If you don't already have a template, you can use this one.
3. Add a new Select field in the form on the right and give it a name and key of your choice.
4. In the Data source setting, select your new data source.

5. In the Label Field Name setting, type in OfficeName.
6. Insert a new Field binding in your recipe.

7. Press the Browse button and browse to your Select field in the form and choose which data point to insert.

The value is now ready to be inserted in the document when selecting a row in the form.

Sample Data Source

The following JSON-data can be pasted into the data source to create it automatically.

[
  {
    "OfficeName": "Office 1",
    "City": "Copenhagen",
    "Country": "Denmark",
    "Address": "Wilders Plads 15A",
    "__id": "0"
  },
  {
    "OfficeName": "Office 2",
    "City": "Slagelse",
    "Country": "Denmark",
    "Address": "Strandvejen 111",
    "__id": "1"
  }
]

Conclusion

You just saved data to make it available to all recipes in a unit as a data source. You then fetched data from the data source based on a piece of information that the recipe received, and made the fetched data available to be used in a template.