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There are three ways of connecting your form to your database.  recommends that you understand read and understand each approach carefully before moving forward with form design in order to determine the most efficient approach, and prevent the need to redesign later. This table can help you decide which design approach to use based on your business requirements.


The Doc URI Approach*Post via Web HookThe Business Rules ApproachDynamic Options
Overview

Automatically create the controls in your form based on your database table, and use the Document Action user interface to set up Doc URIs that can perform CRUD Operations.

Automatically post data from your form/workflow to your database mid-workflow using the Web Hook feature.Write JavaScript business rules to perform CRUD operations.Dynamically retrieve options at runtime from the Database Connector (or any RESTful web service) using the Options Src control property, no code needed. 
Recommended Use Cases
  • Create or update multiple records at a time
  • Perform multiple CRUD operations in each database call
  • Create records mid-workflow
  • Create or update a single record
  • Get/Write only a few values from/to the DB
  • Populate options in a repeating selection control, and/or use a complex option label 
  • Standalone selection control (not repeating)
  • Simple value and label from a DB column
Form Design
  • from Schema design method
  • Instantly creates controls that match your DB columns' names and types
  • Some control properties available in form designer, others edited by modifying the schema
  • Automatically passes all control values in Doc Action
  • from Schema design method
  • Instantly creates controls that match your DB columns' names and types
  • Automatically passes all control values in Web Hook
  • from Palette and/or from Schema design methods
  • Designer creates and configures all controls to match Database column names and types. 
  • All control properties available for editing in Form Designer (from Palette)
  • Must pass each individual control value in Business Rule(s)
Use Checkbox, Dropdown, Radio or ComboBox control with the from palette design method.
Performance

Call the DB Connector once for all operations (using the autocreate feature) → fast, reliable performance

Call the DB Connector once after the prior step unloads (Continue is clicked).

Call the DB Connector query for every add/update operation (this can impact performance)

Calls the DB connector for each instance of the selection control. Fast, reliable performance for non-repeating controls. Performance issues may be seen for repeating controls.
Technical Skills

No code needed

Create/Modify xsd schema document

No code needed

Create/Modify xsd schema document

JavaScript code requiredNo code needed
Documentation

Generating XML Schema | Data Sources | CRUD Operations Example | 10-Minute Doc URI Video

Post via Web Hook

Forms Designer | Palette Controls | Integrations | Business Rules HTTP Methods | Rule Examples

Control Property Settings - Dynamic Options

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  • Create a form from an XML schema. In this case, the controls will be automatically created for you based on the XML schema definitions, and you can use the Doc URI approach.
  • Drag and drop controls from the designer palette. You will have all control properties available in the designer, but you will only be able to use the Business Rule approach for database integration.
  • You may also use a combination of the two methods and create some controls from schema and others from palette.

Info

Our Client Services team can help you determine which approach is right your for business requirements. Contact us to get started.

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The schema you retrieve from your database will be relatively generic.  As a result, the controls you generate from this database schema might need some tweaking to suit the specific needs of your form. You can modify a control’s behavior by making changes to the schema after you have retrieved it. Please visit the Data Sources chapter for more details on modifying the controls generated from schema..

If you have already uploaded the schema to , you can still make the changes and update the schema.

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