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Adding relationships to a custom list

Knowledge Base    /    Edit connector
The following example is how to add a relationship to a custom list so that two lists sharing identical data fields can be linked together to show more details.  Unlike a joined list, a relationship ...


Adding relationships to a list

Knowledge Base    /    Edit connector
The following example is how to add a relationship to a list so that two lists sharing identical data fields can be linked together to show more details.  Unlike a joined list, a relationship will di...


Changing the default fields for a list

Knowledge Base    /    Edit connector
The default fields for each list are based on the metadata that is received from the connector. For connectors that do not have this metadata, the first 5 fields are displayed by default. You can cha...


Changing the type of a field

Knowledge Base    /    Edit connector
When you create a database connector, all fields will be defaulted to strings, quantities or dates. You can change field types to correct the field formatting and add additional functionality to fie...


Changing the name of a list

Knowledge Base    /    Edit connector
  To change the name of a list: 1. Select Connectors from the left navigation drop-down menu to open the Connectors page. 2. Select the Edit button for the connector that contains that list that...


Removing list groups

Knowledge Base    /    Edit connector
If you do not need a group to organize your lists, it can be removed. A group can only be removed if has no lists. To remove a group: 1. Select Connectors from the left navigation drop-down menu to o...


Changing the name of a group

Knowledge Base    /    Edit connector
The name of each group is generated based on the metadata received from the connector during the initial setup. You can change the name of any group to reflect how your company describes the field, in...


Changing the name of a field

Knowledge Base    /    Edit connector
The name of each field is generated based on the metadata received from the connector during the initial setup. You can change the name of any field to reflect how your company describes the field, in...


Adding list groups

Knowledge Base    /    Edit connector
When there are a large number of lists, they are organized into groups to make them easier to find through navigation menus. You can add your own groups to organize the lists however you want. To add...


Changing the name of an action

Knowledge Base    /    Edit connector
The name of each action is generated based on the metadata received from the connector during the initial setup. You can change the name of any action to reflect how your company describes the action,...







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