Skip to main content
Version: Current

Data Sources

Overview

A Data Source defines a reusable view of enterprise data that can be consumed by forms within an agent.

Instead of configuring a connection, table, or list every time a form requires data, you can create a Data Source once and reuse it across multiple forms through Form Data Binding.

Data Sources are managed from the Data Sources node in the Project Explorer.


Supported Data Source Types

A Data Source can be created from one of the following sources.

TypeDescription
ConnectionRetrieves data from an external database or enterprise system using a configured AI Command Center Connection.
ListRetrieves data from an AI Command Center List created with a user-defined schema.

Creating a Data Source

To create a Data Source:

  1. Open Project Explorer.
  2. Right-click Data Sources.
  3. Select Add Data Source.

The Create Data Source wizard opens.

Step 1 – Select the Source

Choose the type of Data Source to create.

Connection

When Connection is selected, configure:

  • Connection – The configured AI Command Center connection.
  • Schema – The database schema.
  • Table – The table to expose.
  • Name – The display name used within the project.

List

When List is selected, configure:

  • List – The AI Command Center List.
  • Name – The display name used within the project.

Step 2 – Select Columns

Select the columns that should be exposed by the Data Source.

Only the selected columns are available when binding the Data Source to a form.

Click Save to create the Data Source.

The new Data Source appears under the Data Sources node in the Project Explorer.


Editing a Data Source

To modify an existing Data Source:

  1. Right-click the Data Source.
  2. Select Edit Data Source.
  3. Update the required settings.
  4. Save the changes.

Deleting a Data Source

To remove a Data Source:

  1. Right-click the Data Source.
  2. Select Delete Data Source.

Deleting a Data Source removes only the project definition.

It does not delete the underlying AI Command Center List or external database table.


Using Data Sources

Data Sources are currently used by Forms through Form Data Binding.

By binding a form to a Data Source, form controls can retrieve and display data from enterprise databases or AI Command Center Lists without requiring the form to define its own connection details.

For more information, see Form Data Binding.