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Version: 8.1

Bind data to the package

Level: intermediate

When you create an app using Application Hub, Creatio binds data required for app transferring to the package automatically. Bind data to an app package manually if you need to transfer the developed functionality together with specific app data between Creatio instances. For example, demo section records.

Use manual data binding for the following elements:

  • lookup contents
  • section demo records
  • system settings
  • dashboards
  • Word reports
Important

The order of data binding depends on the object relationship. If one of the objects depends on the other, bind an object that does not depend on the new objects first.

General procedure to bind data to a package manually:

  1. Select the tool to bind data.

    Bind data manually using one of the following tools:

    • Configuration section. To open it, follow the instructions: Open the Configuration section.
    • Advanced settings tab in No-Code Designer. To open it, click in the top right → Application managementApplication Hub → select the app → Advanced settings.
  2. Select a package to bind data.

  3. Create a Data schema type. To do this, click AddData.

    The number of required Data type schemas depends on the element whose data you are binding to the package. I. e., create a single Data type schema based on a single object.

  4. Fill out the schema properties.

    Element to bind

    Object to bind

    Description

    Lookup contents

    Select a lookup object

    Binding data of the custom object based on which the lookup was built.

    Section demo records

    Select a section object

    Binding data of the custom object based on which the section was built.

    System settings

    SysSettings

    SysSettings database table stores codes of Creatio system settings.

    SysSettingsValue

    SysSettingsValue database table stores values of Creatio system settings.

    Dashboards

    SysDashboard

    SysDashboard database table stores the connections of dashboards to Creatio sections.

    Word reports

    SysModuleReport

    SysModuleReport database table stores configured printables.

    SysModuleReportTable

    SysModuleReportTable database table stores tabular parts of Word reports.

  5. Select data to bind to the package.

    1. Open the Columns setting tab.
    2. Select the needed checkbox or checkboxes that contain object data.
    3. Open the Bound data tab.
    4. Click Add. This opens the Select: ObjectName window.
    5. Select the checkbox or checkboxes that contain needed records.
    6. Click Select.
  6. Save the changes.

As a result, the needed records will be bound to the app package. Since the functionality of data binding is based on the app package hierarchy, after data is bound, Creatio adds the packages that contain the objects used in the binding to the current package as dependencies automatically.

When you install the app to other Creatio instances, bound data will be transferred together with the developed functionality.


See also

Configuration elements of the Data type