The new Data Sources workspace view offers a centralized, interactive overview of your entire application portfolio, powered by the data stored in your searchable custom fields. It highlights:
Which applications have plans
Coverage levels across events
Associated metadata, including links to templates and runbooks
This view empowers teams to identify planning gaps, assess readiness, and streamline DR, migration, or release preparation—all in one place.
Enable Data Source sharing
To enable Data Source sharing and then display it in the Data Sources table view, follow these steps:
Create a Data Source: Start by setting up a Data Source. Please see the Related Articles for further information on how to do this.
Create a Searchable Custom Field: Once your Data Source is set up, you can use it within a Searchable Custom Field to surface relevant application data. Please see the Related Articles for further information on how to do this.
Enable Display in Workspace: When you create your Searchable Custom Field, you will need to select the Display data source in workspace option. This allows your data to appear automatically in the Data Sources table view. No other additional set up is required.
The information displayed in the data source view is a table view of the data source attributes that you chose when you set up your Searchable Custom Field.
Get started with Data Source Sharing
If you haven't enabled Data Source sharing, the Data Sources tab will display a message with further information about datasources and how to get started. To activate this feature, please contact your Customer Success Manager (CSM).
Data Sources tab
The Data Sources tab offers a detailed, interactive table view powered by Searchable Custom Fields (SCFs). Here’s what you can do:
Key Features
Custom Columns: The table displays attributes selected in the Searchable Custom Field edit panel, with each attribute shown as a column.
Filter Options: Filter by applications with or without templates, and you can filter by data source attributes configured in your searchable custom field.
Sortable Columns: Click column headers to sort the table for easier analysis.
Template Navigation:
See the total number of templates linked to each application.
The right-hand display panel shows only the templates you have access to, with contextual notes for clarity.
Data Source Settings
A Custom Field Admin can create a Data Source. Please see the Related Articles section for a step-by-step guide.
When creating your Data Source, be sure to set the Persist Mode to Persist All.
This enables two key features:
An "Import Data Set" button appears, allowing users with the necessary role to refresh values and import uncached data on demand.
A scheduled job runs every 24 hours to keep the data up to date automatically.
If 'Persist All' is not selected, users will see apps with templates and cached data. Cached data resets every 24 hours. To import the entire data set manually, you can trigger a search in the corresponding Searchable Custom Field.
Related articles
Set up Data Sources - click here
Set up Searchable Custom Fields - see our article here.
Searchable Custom Fields Overview - see our article here.