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To set up Client Source Substitution, you will need to create a Data Source Connection at the Primary Org level, and connections to redirect to at the Client Org level. The Data Source Connections will need to point to different Databases, but they should contain the same table schema. This means the same tables and fields will be available for use in the substitution.

 

  1. Once the connections have been established, log in to the Primary Organisation and edit the Data Source you wish to apply substitutions to. 
  2. There will now be a Client Sources step in the builder. On this step you will see a list of available Client Orgs.

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  2. After selecting the Client you wish to redirect, select their connection from the Data Source list and click Save.

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  2. You should now see the Data Source that will be used for this Client, in place of the Primary Org Source.

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Each time a user views content from the Primary Org based on this connection, they will see their own data, rather than that specified by the Primary Org.

 

 

Views

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Views belong to the Organisation they were originally created in. Views created at the Primary Organisation, like other pieces of content, will be accessible for use at the Client level. Clients are not able to edit content made at the Primary Level.

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