The Data Sources facility provides a way for data captured into some other system to be merged into templates. For example, users may wish to be able to have address and other contact information from Microsoft® Outlook inserted into letters. This would be achieved by defining the Outlook Contacts as a Data Source.
Ensuring correct contact details on a letterhead can be a huge problem in a large enterprise. XpressDox has a number of features which make it possible to overcome this problem. One of these is the Data Source Configuration feature together with the ChooseFromDataSource command.
XpressDox Docussembly™ document assembly software makes it easy to perform advanced document assembly functions, like selecting a single instance of a repeated data element, including data from a data source, and using the ‘Refresh’ and ‘Save’ options with templates using data sources.
Introduction XpressDox supports a number of database formats as “standard” data sources. These include Microsoft Access, Microsoft Excel (yes, the spreadsheet is regarded as a database), Microsoft SQL Server, MySQL, Salesforce, and then any database which has an ODBC driver installed for it. Databases in general have a variety of
XpressDox offers Salesforce.com users a simple-to-use Salesforce with Word or Web integration that enables users to populate their documents with Salesforce data automatically. This means that anything from simple documents to complex agreements can be produced in seconds. In order to prepare for this integration you need to download and install
It may be that you are developing a set of templates using data from a database, but you are not the database administrator, and so can’t create your own views or stored procedures in the database. Using the feature described here, you could at least address the database with a
Working with LinkToDataSource – example with a highly normalised data base. You need to access a database which has the following structure: Table “Contact” ContactFirstName ContactLastName ContactTitle Address City Region ContactTypeId Table “ContactType” TypeId TypeDescription TypeCode You can see that the actual value of TypeDescription is not kept in the
This Cookbook article refers to the AdventureWorks database which needs to be installed at a location available to your development environment. If you have not already done so, you can download the database from Download the AdventureWorks Database. It is assumed that you already know how to configure a datasource
Configuring a web service as a data source follows the same first steps as for other data sources. The first place where it differs is (obviously) at the point where you choose the type of data source: When you press the “Finish” button, the data source will be entered into
Global information sometimes needs to be made available to all templates. Either all templates in an organisation, or all templates in a specific application or group of applications. XpressDox Docussembly™ makes this possible via the Configuration of a data source.
XpressDox can provide data from a large number of source databases. In particular, SQL Server databases can be configured as Data Sources in XpressDox, and this makes it possible to include data form those databases in templates. This Cookbook recipe shows how to configure a SQL Server Customer table, from the Microsoft sample database “AdventureWorks”, as a Data Source, and then goes on to explain how to reference that Data Source in a template.
It is possible to export an XpressDox configuration file which contains data source definitions. This exported configuration can then be sent to other interested parties and imported into their own configurations. A typical example is when a data source for a specific data base is created by, say, a system
XpressDox can retrieve data from just about any data base, but in particular, data from the Elite practice management system can be made available to your templates. The Elite data base is a Microsoft® SQL Server database, and so can be configured as such in the XpressDox configuration dialog. Below follows a step-by-step look at configuring a
With effect from version 6, XpressDox offers a number of features which help the template author to develop templates which add new data to data sources. For example, to open a new account in an accounting database. The commands which are used to create data in a data source are
Data from a data base can be inserted into a template. Perhaps this data has changed since it was last updated in the database, and the template-running-user is the one who knows about this change. It should be permissible for the user to change the data and have the change propagated back into the database.
There are any number of reasons that you might want to save the dataset for a template into a single column in as database. One of these would be to report on the data set, as described here. The first step is to write the dataset into a column. This is
Some of the sample templates which are delivered with XpressDox make use of one of the early instances of the Microsoft AdventureWorks SQL Server database. This database can no longer be obtained from any Microsoft web site, and so a backup is made available here. You can download the .zip