Configuration elements of the Data type

Level: beginner

A configuration element of the Data type is an entity that lets you bind data to a package. Bind data to ensure the developed functionality is transferred between environments.

The items of the Add drop-down list in the toolbar of the Configuration section workspace represent the data schema you can add in Creatio IDE.

The Data schema type in the Type drop-down list in the toolbar of the Configuration section workspace represents the configuration element of the Data type.

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.

To implement manual data binding:

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 management → Application Hub → select the app → Advanced settings.

2. Select a user-made package to add the schema.

3. Add a Data schema type. To do this, click Add → Data in the section list toolbar.

   

   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. Define the element to bind.

   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 (Classic UI)	SysDashboard	SysDashboard database table stores the connections of dashboards to Creatio sections.
   Access rights to configuration schemas	SysSchemaAdminUnitRight	SysSchemaAdminUnitRight database table stores access rights to Creatio schemas.
   Word reports	SysModuleReport	SysModuleReport database table stores configured printables.
   	SysModuleReportTable	SysModuleReportTable database table stores tabular parts of Word reports.

5. Fill out the schema properties.

   Property	Property description
   Code*	The schema name. The property is populated automatically and becomes editable only after you select an object in the Object property.
   Object*	The object whose data to bind to the package. Select the object based on the element to bind.
   Installation type*	Way to add data to Creatio when installing the package. The Installation type property supports the following values listed in the table below. Way Description Installation Data is added during the first installation of the package and is updated with the package updates. New records are always added. Existing records are updated only if the Forced update checkbox is selected on the Columns setting tab. This is the default and most flexible type. Initial package installation Data is added only during the first installation of the package. Data is not updated or added during subsequent package updates. Update existing Deprecated type. We recommend using the Installation type instead because this type has similar behavior. Initial data installation Data binding is installed during the first package installation or subsequent updates only if the same binding does not already exist. Use this type to avoid unintended overwrites.
   Package	The user-made package where you create the schema. The property is populated automatically and non-editable.

   

6. 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.

7. 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.

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See also

Creatio IDE overview