LogoLogo
Getting StartedDevelopersDeployment GuideGet Help
  • Quick Links
  • Welcome to Form.io
    • Getting Started With Form.io
    • Launch a Form
    • Overview of Form.io
  • Developer Tool Ecosystem
    • PDF Solution
    • Enterprise Form Builder
    • Form View Pro
    • The Security Module
    • Accessibility Compliance Module
    • Developer License
    • SQL Connector - Deprecated
    • Integration Libraries
    • Form.io CLI Tool
  • User Guide
    • Introduction
    • Form.io Developer Portal
    • Teams
    • Projects
      • Project UI
      • Project Settings
      • Stages
      • Multi-Tenancy
    • Resources
      • ResourceJS
    • Forms
      • Form Creation
      • Form Types
      • PDF Forms
      • Embedding a Form
      • Form Revisions
      • Form Settings
    • Form Building
      • Form Builder UI
      • Form Components
        • Component Settings
        • Basic Components
          • Resource as Select Component Data Source
        • Advanced Components
        • Layout Components
        • Data Components
        • Premium Components
          • Nested Forms
        • Custom Components
      • Logic & Conditions
      • Existing Resource Fields
      • Actions
    • Submissions
      • Accessing Submissions
      • Importing Submissions
    • Form.io eSignature - Coming Soon
    • Form.io Reporting Module
    • PDF Template Designer
    • Form View Pro
    • Form Manager
    • Enterprise Form Builder Module
  • Developer Guide
    • Introduction
      • Application Development
      • API Documentation
    • Form Development
      • Form Renderer
      • Form Builder
      • Form Embedding
      • Form Evaluations
      • Form Templates
      • Custom Components
      • Translations
    • JavaScript Development
      • JavaScript SDK
      • JavaScript Frameworks
      • JavaScript Utilities
    • Authentication and Authorization
      • SAML
      • OAuth
      • LDAP
      • Resource Based Authentication
      • Email Authentication
      • Two-Factor Authentication
    • Roles and Permissions
      • Field Match-Based Access
      • Field-Based Resource Access
      • Group Permissions
    • Integrations
      • Email Integrations
      • File Storage
      • Google Developer Console
      • eSign Integrations
      • Relational Databases
    • Modules
    • Fetch Plugin API
    • CSS Frameworks
    • Offline Mode
    • Audit Logging
  • Deployments
    • Self-Hosted Deployment
      • Local Deployment
        • Local File Storage
      • Kubernetes
      • Cloud Deployment
        • AWS Deployment
          • AWS Lambda
          • Form.io/AWS Elastic Beanstalk End-To-End Encrypted Deployment
        • Azure Deployment
          • Azure App Service
            • Azure MSSQL Connector - Deprecated
          • Azure Virtual Machine
          • Azure Kubernetes Service
          • Set up the DB
        • GCP Deployment
          • GCP Cloud Run
      • On-Premise Deployment
      • Enterprise Server
      • PDF Server
    • Deployment Configurations
      • DNS Configuration
      • Load Balancer Configuration
    • Licenses
      • License Management
      • Library Licenses
    • Portal Base Project
      • Portal SSO
      • Portal Translations
    • Maintenance and Migration
      • Changes to Premium Libraries
  • FAQ
    • FAQ
    • Tutorials & Workflows
      • Password Reset
      • Dynamic Select Filtering
      • Approval Workflow
      • SSO Email Token
      • Embedding A Video
      • Data Source Validation
      • Select Data Source Options
      • Nested Form Workflows
        • Nested Wizard Forms
      • Save as Draft
      • Role-Based Conditions
      • Custom Component
      • Dynamic Radio and Select Box Values
      • Override CKEDITOR
    • Errors
    • Examples
    • License Utilization Checks
  • Contact Us
Powered by GitBook
On this page
  • What are Resources?
  • Why should I use Resources?
  • How do I use Resources?
  • Best Practices & FAQ

Was this helpful?

  1. User Guide

Resources

Use Resources as data objects within your forms or application

PreviousMulti-TenancyNextResourceJS

Last updated 1 year ago

Was this helpful?

What are Resources?

Resources are a very important piece of the <form.io> platform and are used to define data objects within a project. These Resources can be referenced within other forms or within your application to create complex nested resource relationships. Once a resource has been created, it can then be used as a RESTful database within your application where new entities can be created, read, deleted, and queried like you would any other database collection.

Why should I use Resources?

Resource objects not only define the API and back-end data model but also the front-end UI, meaning they can also be utilized as a normal form. These Resource data models can be used within other forms making it simple to create a data collection and reference that data in your form. Use a Resource to reference User credentials within your application for authentication, collection of reference data to utilize in other forms or an application, dynamic select filtering, etc.

How do I use Resources?

Resources are created the same way as forms by using the Drag and Drop form builder. Once a Resource Form is in place, define the Data Object by making submissions against the Resource.

New entities can be created, read, deleted, and queried like you would any other database collection.

After data has been submitted, the Resource will now be established and ready to be utilized as a RESTful database within your application or other forms.

Best Practices & FAQ

  • Create a Resource anytime a Data Object reference is needed for your applications or forms.

  • Use the Data Import feature to easily establish a Resource data object

  • Use the Data Source component to pull in large amounts of data from your Resource to fields on your Form.

​​​

Setup using Resources and Select Resource fields

Reference User Resource data for ​

Use to reference Resource field data on your forms

Resources can also be used to create and house pre-defined fields called

Click here for an in-depth explanation of how Resources and Forms work
Cascading Select Dropdowns
User Authentication
Select Resource fields
Existing Resource Fields
Resource created for Regional Manager database and reference point
Create your data object by making submissions against the Resource
Using a Select Resource field is one way you can reference the Resource data object