DataSource allows you to create options for config select fields using a workflow.
List of Stages
or List of Vendors
which are platform specific.
If a list option is not available to add in Select, you can do so by using DataSource using which you fetch the fields from another workflow in a name-value pair format.
The users can then select from the options defined for the field which is fetched from the platform in real time.
Refer to this video to get a brief overview about Data Source.
Create Select Field Config
+ Add Field
, provide a name and choose the type as Select
. Click on Add Field
.Use DataSource in Select Field
Edit
button for the field you just created and check the Use Data Source
checkbox.Create Workflow for Data Source
Get Vendors from QuickBooks
Convert Vendor data into a Key Value pair
Transform Node to convert data in required format
name
and value
pair, otherwise the options will not work correctly.Send transformed data in Response node
Data
field.Save
.