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SData list gadget

To add a new SData list gadget:

1. Click SData List from the Gadget Wizard.
2. Select from:
• Sage CRM SData feed - to create a gadget based on data from CRM's internal SData feed.
• Pre-configured SData feed - to create a gadget based on an existing SData feed to surface data from an SData-compliant ERP system. The pre-configured SData feed is set up by an Administrator or Info Manager in Template | SData Feed Templates.
• Custom SData feed - to create a gadget based on an SData schema URL, which you type in yourself. Type a valid SData schema URL to get information about the data sources available from the provider in the Web Address field.
  • A valid SData schema URL takes the format:
    http[s]://server[:port]/sdata/application/contract/resource kind/$schema
  • Please also refer to the Developer Help for more information on constructing custom SData feeds.
  • Set up the User Name and Password for a feed requiring authentication. Setting the authentication on the gadget prevents the user from being prompted for logon details each time the secure feed is accessed.
  • After the gadget has been saved, feeds added in the Custom section will be available as pre-configured feeds to the user who added the feed.

3. Click Next.
4. Click an entity to base your gadget on from the list. The list of entities displayed is defined in the SData Schema.
5. Click Next.
6. Click the check box next to the columns you want to display on the gadget, or click Select All. The columns within each entity are defined in the SData Schema.
7. Click Next.
8. In Step 4 of the wizard, click Include/Exclude, the field to filter on, the operator, and the value to filter by. For example, Include Invoices where Status Is Equal To Overdue.
• The operators available change depending on the field type selected. Enter the value as a drop-down selection or free text. The format of some fields, for example dates, depends on how the data is supplied in the feed.
• If the full field name from the feed is too long to display in field drop-down, an ellipses (...) is displayed in the middle of the field. Hovering over the field name shows the full name.
• A maximum of five filter rules can be added to a gadget. All filters are logical Ands. This means that an SData gadget with multiple filters returns data, which meets all the filter criteria. For example, Include Invoices where Status Is Equal To Overdue AND Include Invoices where Payment Terms Is Equal To 30 days.

9. Click Next.
10. Add a Name and Description for the gadget.
11. Click Finish.

Once the SData List gadget is on your dashboard you can:

• Drill into and edit the data using the drill-down icon in the left-hand column. The record details are displayed in the SData Navigator.
• Use the Filter by drop-down list and field to narrow the selection further. The Filter by field returns data containing the text entered. You can filter by any "string" (character) type of field, which is displayed on the gadget. You cannot filter by numeric or date/time fields.
• Link it to another SData List gadget or to an SData Record Summary gadget.

See Also:

Adding an SData feed template

Working with the SData navigator

Gadget quick reference

Linking gadgets

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