Org Configuration: Data Sources Follow

Topics Covered
Managing Data Sources

Target Users
Org Admin

Required Permissions
Service Provider

Introduction

This article explains how to use the Data Source for adding, editing, and managing data sources efficiently.

Navigating to Data Sources

Go to the Administration menu > Org Configuration > Data Sources.

Adding a New Data Source

To add a new data source, click the Add New Data Source button in the main menu.

Fill in the Name field for the data source.

Add options by:

• Typing an option name in the Option Name fields.
• Clicking the Add an Option button to include additional fields.
  

  • Remove an option by clicking the Delete button next to it.

Optional: Click the Alphabetize Data Sources button to sort options alphabetically.

• Click Save to finalize the new data source.

Viewing and Managing Data Sources

To manage existing data sources, go to the Manage Data Sources page, which displays all data sources in a table format.

Columns include Name, Items, and Level.

Use the Search bar to locate a specific data source.

To view a data source, click the Edit (pencil) icon next to the desired data source.

Click Save to apply the changes.

Editing Options Within a Data Source

To edit or delete options for a specific data source:

Select the data source to edit by clicking the Edit (pencil) icon.

To delete a data source, click the Delete (trash) icon next to the data source. Confirm the deletion.

Related Articles

Org Configuration: Sections
Org Configuration: Milestones
Org Configuration: Assignment Fields
Org Configuration: Data Sources

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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