Bind data to the package
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
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:
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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.
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Select a package to bind data.
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Create a Data schema type. To do this, click Add → Data.
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.
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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. -
Select data to bind to the package.
- Open the Columns setting tab.
- Select the needed checkbox or checkboxes that contain object data.
- Open the Bound data tab.
- Click Add. This opens the Select: ObjectName window.
- Select the checkbox or checkboxes that contain needed records.
- Click Select.
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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.