Ways to interact with a data source

Now that your data source has been configured, there are a few different ways in which you can interact with that data source. For example:

1. ChooseFromDataSource

Present the users with a database icon, and allow them to select a record from the database using a search UI.

2. LinkToDataSource

Users enter a number (e.g. matter number, account number) and press TAB. The interview is automatically populated with data from the database.

3. IncludeDataSourceData

All data from a database is included in the interview (filtered or unfiltered) for something akin to a mail merge.