Data links

If you want your forms to retrieve and update information directly from your organization's data objects, such as information held in team member records or applicant records, you can configure data links. Data links are used to write information to and pull information from your form's link relationship object. You can also write or retrieve information from any related objects.

Data links can be used to:

  • Save information from submitted forms directly to HCM or Recruit data objects, for example updating fields in team member or applicant records

  • Pre-populate forms with information retrieved from fields in the team member record, in order to display personalized information

  • Allow users to update pre-populated data with new information that is written back to the original record

  • Look up information from an existing record based on data entered by the user, and update that record.

Diagram: data flow for form data links

  1. The user opens the form. If the form has Out data link rules, information can be pre-populated into the form from a record in the linked object.

  2. When the form is submitted, In rules are triggered, which write information back to the record in the linked object.

  3. Information from the form is written to or retrieved from records in the form's link relationship object.