
Use **More settings** when you want to configure how the data source behaves beyond its basic field structure.

## Open more settings

1. Open the editor.
2. Click **More settings** in the top-right toolbar.

The settings that appear depend on the kind of data source you are editing.

## Configure the main settings

Common settings include:

- **Site**
  Use this when the data source is not already locked to a specific site.
- **Next form in sequence**
  Use this when one form should lead users to another form after they finish.
- **Publish to**
  Use this to publish the data source to selected channels.
- **WebhookURL**
  Use this when the data source needs to send information to another system.
- **Type**
  Use this when you need to control the broader device type behind the data source.

## Connect other data sources

Use **Connected data sources** when the current data source needs to reference or calculate against values from other data sources.

This is especially helpful for:

- calculated values
- reference lookups
- multi-source workflows

## Use behavior flags

More settings can also include behavior options such as:

- **Static**
  Use this when the data source should hold a single current record instead of a time-series history.
- **Vlookup Table**
  Use this when other data sources should be able to reference entries from this source.
- **Enable GeoLocation**
  Use this when entries should include geographic location data.

For custom data sources, you may also see collection-related information that helps explain how entries are stored.

## Review AI-generated fields carefully

If you used **AI Assist** to draft the data source:

- confirm that each field has the right type
- review whether a matching metric was selected
- create or select a metric manually when no relevant metric exists yet
- review validation limits before saving

## Save carefully when expressions change

If you edit value expressions on an existing data source, Zira can ask whether existing readings should be recalculated.

Use this carefully when the data source is already in active use.



Configure publish targets, linked forms, device type, connected data sources, and behavior options before you save.

More Settings


Use expressions and validation when the data source needs to do more than simple data entry.

This is an advanced setup area. It is useful when you want to:

- calculate one field from other values
- normalize or transform incoming values
- reject invalid readings
- reference values from connected data sources

## When to use expressions

Use expressions when a value should be derived instead of entered directly.

Common examples:

- calculate totals from several numeric fields
- convert a raw number into another unit or scale
- populate a field based on another field
- reuse values from connected data sources

## Prepare the data source first

Before you write expressions:

1. Create the main fields you need.
2. Add any connected data sources under **More settings** if the logic depends on other sources.
3. Save the data source so the schema is stable.

This makes expressions easier to test and maintain.

## Add expression-based logic

1. Open the data-source editor.
2. Add or open the field you want to calculate.
3. Enter the expression or formula in the field configuration.
4. Save the data source.

If the expression changes existing reading behavior, Zira can ask whether previous readings should be recalculated.

## Use validation rules

Use validation when a reading should be accepted only if it meets a rule.

Common validation checks include:

- minimum value
- maximum value
- minimum length
- maximum length
- required values
- allowed values

Use these rules when you want to prevent low-quality readings from entering the workflow.

## Write expressions carefully

Keep expressions easier to maintain by following a few rules:

- start with simple formulas before building larger ones
- use clear field structure and labels so the logic is easier to follow later
- add connected data sources only when they are really needed
- review recalculation prompts carefully on active data sources

If a formula becomes difficult to read, split the logic across more than one field instead of forcing everything into a single expression.

## What to expect after saving

After you save:

- derived values can be calculated as readings move through normalization
- validation rules can reject or fail readings that do not match the configured limits
- existing readings may be recalculated if you confirm that step during save

## Get help from AI Assistance

AI Assistance can help you think through:

- which fields to add first
- how to structure a calculated field
- what validation rules fit a use case
- how to break a complex formula into smaller steps

When you ask, describe:

- the fields you already have
- the value you want to calculate
- any ranges or limits you need to enforce

## Read next

- [Fields and Structure](/docs/data-sources/create-and-edit/fields-and-structure) - Organize fields before adding expressions.
- [Advanced Settings](/docs/data-sources/create-and-edit/advanced-settings) - Connect other data sources and save safely.



Use expressions, formulas, and validation rules to calculate values, enforce quality checks, and guide more advanced data-source behavior.

Expressions and Validation


Use the field tools when you want to build the structure of the data source itself.

You can build the structure manually, or start with **AI Assist** and then refine the suggested fields.

## Add fields

1. Open the editor.
2. Find **Fields** below the title and description.
3. Click the icon for the field type you want.

The field toolbar stays visible while you scroll the editor, so you can add another field without returning to the top of the page. Hover over an icon to see the field type.

If you use **AI Assist** first, review the generated fields and then refine any titles, metrics, options, or descriptions as needed.

## Use the main field groups

Depending on the data-source type, the editor can include groups such as:

- **Basic Fields** for text, number, physical measurement, date, and email
- **Lists** for dropdowns, checkbox fields, users, tasks, radio buttons, and arrays
- **Widgets** for labels, images, videos, documents, signatures, colors, and location-related content

Custom data sources focus on the most common data-entry field groups, while other types can expose a broader set of options.

## Organize the structure

Use fields such as **Section** and **Label** when you want to make the data source easier to read.

This is useful when you need to:

- split the form into parts
- add visual separation
- explain a group of fields before the user reaches them

## Reorder fields

Drag fields to change their order.

This is useful when you want to:

- move important fields higher
- group related values together
- improve how the preview flows from top to bottom

## Select multiple fields

1. Click **Select**.
2. Choose the fields you want to work with together.
3. Use **Delete** or **Conditional Display** if you want to update the selected fields together.

This helps when several fields should appear or hide together based on the same condition.



Add fields, organize sections, reorder the schema, and use conditional display when building a data source.

Fields and Structure

What Is Zira

Accept an Invite

Create Your Account

Sign In to Zira

Forgot Your Password

Change Your Password

Account Access

Update Your Profile

Change Your Preferences

Choose Your Work Mode

Profile Preferences

App Bar and Sidebar

Workspace Hierarchy

Navigation

Overview

Remote Control

Trim Saw Stops

Datasets

Dataset Page

Image Annotation

Validation

Image Review

Training

Video Review

Models

Routing

Grading

AI Vision

AI Agents

AI Help Assistant

Home AI Assistant

Connect Zira to Claude

Zira in Claude and Codex (Beta)

Dashboard AI Assistant

AI Insights

AI Form and Data Source Builder

AI Form Fill

AI Routing Assistant

AI Assistance

Data Sources Tabs

Create a Data Source

AI-Vision Data Source

AI-Pallet QA and Routing

Custom Data Source

PLC Connector

Aggregator Data Source

Events

Shifts

Expressions

Data Sources

Forms

Build Forms with AI

Using Dashboards

Before You Build

Create a Dashboard

Layout and Editing

AI Dashboard Builder

Data Research Widgets

Data Table

Embedded and Custom Widgets

Task Widgets

Header

Shortcuts

Feed

Filter Widget

Streaming

Data Streaming

QA Snapshots

Channel Dashboards

Dashboards

Install the Zira App

Create a Chat

Chat

Tasks

People

Invite People to a Site

Documents

Applications

Support

Scheduler

Triggers

Inventory

Operations App Overview

Set Up a Tablet

Operations App

TV App Overview

Set Up a TV

TV App

Follow a Channel & Get Notified

Channels

Docs

Browse Guides

More Settings

Open more settings

Configure the main settings

Connect other data sources

Use behavior flags

Review AI-generated fields carefully

Save carefully when expressions change