Data Sources are the backbone of your Dropdown, Radio, and Checkbox fields within Element451. This tool is how you manage the values in each lookup field, which are used on your forms, landing pages, applications, and more.
To access your Data Sources, hover over the Data tab and select Data Sources. You will see five tabs:
Regular data sources: Data sources used to build an entirely new and custom data source to fit your institution.
System data sources: Pre-made data sources that cannot be changed. System data sources correspond to pre-existing system fields, like citizenship, country list, or gender.
Majors, Terms, or Campuses: The master list of all of your institutions majors, terms, and campuses. Learn how to individually add or import groups of majors, terms, or campuses.
Reference Data Source: Data sources that maps back to your Majors, Terms, or Campuses. Reference data sources are narrowed down by specific properties within those categories (example: Fall 2020 majors).
Creating New Data Sources
Regular Data Source
A Regular Data Source will allow you to build a new data source from the ground up.
- From the regular data source tab, click Add New on the bottom left. You will see three tabs: general, columns, and defaults.
- General: give your data source a name and specify if it is active or inactive.
- Columns: Add the number of columns necessary to store all the qualifiers of the data points. Label and Value are the two most common columns used.
4. There are two options for the defaults tab:
'Use as code': Select the column you want to be used as a unique identifier.
'Use as label': Select the column that you want to display on the student facing form.
5. Lastly, click done to create your regular data source and begin using it with your dropdown, radio, or checkbox fields!
Reference Data Source
- Navigate to the category of data source that you want to create (majors, terms, or campuses).
- Add your majors individually or import a group of your institution's majors, terms, or campuses.
- Click "Add Reference Data Source"
- Name your data source and select active or inactive.
5. Lastly, use the "filter data" section to select the properties that you want to filter down your list of majors, terms or campuses. In this example, we are making a data source containing all active majors (see screenshot).
6. Once you specified your properties, click done to create the data source and begin using it to populate your dropdown, radio, or checkbox fields!
Pro tip: Reference data sources are helpful if you would like to build a form that only looks at majors that are only available in a certain term or only active terms going forward, rather than all terms (including past terms).