Using external data

Once the external data connection has been enabled in Records365, records matching a row from your API response payload will be enriched with the supplied additional external metadata.

These additional fields can be viewed on the record details page under the Additional Information section.

These fields are available within Records365 for your users providing them additional context to ensure decisions are made with confidence. The following are the features where this additional metadata is available:

  • Advanced Searching
  • Aggregation based disposals
  • Retention Schedule trigger fields
  • Rules
  • Custom columns across the Browse and Advanced Search pages