Now that your data source has been configured, there are a few different ways in which you can interact with that data source. For example: ChooseFromDataSource Present the users with a database icon, and allow them to select a record from the database using a search UI. LinkToDataSource...
When it comes to pulling data from a client database, you probably want your users to type in a number, press TAB and populate the interview immediately with data. Type in your number, and press TAB Example code: The code for that looks like this: «LinkToDataSource(AccountNumber,Clients,RefreshNoSave,id=<AccountNumber>)» where AccountNumber...
Include data from a configured data source in a template Instead of selecting one or more rows from a data source in the interview, you can use the IncludeDataSourceData to include data in your template. Please refer to this article for more information.
Now that you have configured a data source, the data can be used on your XpressDox template using commands such as ChooseFromDataSource or IncludeDataSourceData. Learn more about these XpressDox commands here.
Using the data source commands on your XpressDox template (..cont) If you have not yet configured a data source, you need to do before proceeding. You will find instructions on how to configure a data source here. Whereas the ChooseFromDataSource relies on interaction from the user in the interview,...
Make data source information available on all templates
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.
How to change data or insert new data into a data source
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...
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...
