It may be that all, or at least some, of the data set to be used to assemble a document comes from some place other than the interview. For example, it might be that the data are in a data base, or retrieved from a web service or some other data source. Often data sets […]
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AppendPDF enables the user, and also the template author, to choose one or more PDF files which will be appended to the document assembled by the template in which the command appears. The SaveAsPDF(Yes) command is issued implicitly. In other words, PDF files can only be appended to other PDF files. Example – user supplies the […]
When you have a system of templates and have run them a number of times, say for a number of your customers, the saved data set files become a source of valuable information. It would be nice to be able to access those data files as though they were a database. That’s what the XpressDox […]
XpressDox publishes an API for those users who would like to harness the power of document automation within their apps. See the API documentation here.
Values in databases can be changed by the user in the interview using the various “Save” options as described in Control how the user can change data source data. The template author can also instruct XpressDox to modify values in a data base, using the SetDataSourceData function. As an example, suppose there is a data […]
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 either the .bak file itself, by clicking […]
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 for a SQL Server database. […]
If you need to get data from a data source and have those data available in an interview (and hence in the data set), then the commands IncludeDataSourceData and ChooseFromDataSource would be what you would use. If, while authoring the template, you come to a point where you need one or more the values of […]
Suppose you have defined a set of folders to contain clauses for insertion using the My Clauses or Shared Clauses features in the XpressDox ribbon. Normally you would group clauses together into folders containing clauses for similar uses. For example, they might be “Contracts”, “Notices”, “Letters”, etc. In some cases the folder and sub-folder structure […]
Sometimes, not in every case, when using the RemoveColumnIf command, in conjunction with The SaveAsPDF Command, it can turn out the the PDF renderer does not render the table where the column has been removed correctly. The UpdateTableFormattingForPdf function will usually fix this table rendering. Suppose you have a command «RemoveColumnIf(Amount = 0,1)» inside a […]