This guide covers choose parent and related data sources in Gutenburg. An additional data source can be configured by clicking the plus sign in that section.

An additional data source can be configured by clicking the plus sign in that section.
An additional data source can be configured by clicking the plus sign in that section.

Workflow

  1. Additional Data SourceAn additional data source can be configured by clicking the plus sign in that section.
  2. Additional Data SourceAn additional data source can be configured by clicking the plus sign in that section.

Controls and settings

  • Additional Data SourceAn additional data source can be configured by clicking the plus sign in that section.
  • Additional Data Source NameThis is where an alias is applied to the additional data source. Name it something informative.
  • Additional Data Source ObjectThis is where the source object is selected.
  • Parent Data SourceThis is a filter shortcut, allowing only children of the primary data source record to be retrieved if desired.
  • Additional Data Source FiltersThis setting allows the retrieved record(s) to be filtered based on criteria.
  • Additional Data Source OrderThis allows the returned set of records to be filtered. This is useful for tasks like retrieving the largest Opportunity record related to an Account.