Actions on Data Sources

Edit Data Source parameters

  • Open External Database in Base Settings → Manage
  • Click on the data source that you wish to edit
  • Re-configure data source parameters as required. The following parameters can be edited:
    1. Data source name
    2. Database & Schema
    3. Data source access permissions
  • Click on Submit button to save the changes
To change database connection configuration parameters (like host, port, and such) use Edit connection option. Edit connection option is available only for the users with Workspace Creator+ permissions

Source Connection Details for an external data source

Remove data source

Open External Database in Base Settings → Manage

  1. Click on Actions button (three dots) against the data source that you wish to remove
  2. Select Remove option from the dropdown

The row menu, with Edit and Remove

The Remove Data Source confirmation

Removing a data source will not delete the external data source. It will only remove the data source from the current base

A base's own default source cannot be removed, and a base must always keep at least one source.

Data source visibility

  • Open External Database in Base Settings → Manage
  • Use the toggle in the Visibility column for the data source that you wish to hide or un-hide

The Visibility toggle beside each data source

View visibility

Open External Database in Base Settings → Manage, select the data source that you wish to configure view visibility for and follow the steps below:

  1. Select View visibility tab
  2. You can see the list of views & tables available in the data source as rows & roles available as columns. Toggle checkboxes to enable/disable access to tables for specific roles.
  3. Click on Save button to save the changes

The View visibility tab, with a checkbox per role

Relations

  • Open External Database in Base Settings → Manage
  • Select the data source that you wish to access ERD (Relations view) for
  • Click on ERD View tab

The ERD View tab showing the source's tables and relations

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