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Data Sources and Data Queries

Data Sources and Data Queries bring your external data into ProcessPlan. A data source is a connection to one of your databases; a data query is a saved query that runs against it. Together they power the Saved Data Query field type and the Database Query action type.

Connect a data source

Section titled “Connect a data source”

Under Administration > Integrations > Data Sources:

  1. Click New Data Source

  2. Enter a Name and optional description

  3. Choose the database type: MS SQL, MySQL, or PostgreSQL

  4. Enter the Host name, Port number (optional), Database name, User name, and Password. The host name is a server name or IP address and nothing else: no https://, no path, and no list of servers. A SQL Server instance goes after a backslash (sql01\reports), and a port can also be written after a comma or a colon (sql01,1433, db.example.com:3306). The server has to be reachable from the internet: an address inside a private network, such as localhost, 192.168.1.20 or a name that points to one, is refused when you save, and again if a query runs against it later. The message names the address

  5. Save, then click Test Connection to confirm ProcessPlan can reach the database

Save a data query

Section titled “Save a data query”

Under Administration > Integrations > Data Queries:

  1. Click New Data Query

  2. Enter a Name and optional description

  3. Choose the External data source the query runs against

  4. Write the Query. Use the field token button to insert process field values into the query, so the same saved query returns results specific to each running process (for example, looking up a customer by the account number stored in a field)

  5. Save

Once saved, the query appears as a choice wherever saved data queries are used: pick it on a Saved Data Query field to populate the field from your database, or in a Database Query automated action.