One powerful feature of fDocs is the ability to conditionally display parts of your template depending on field values. This can be achieved either in the template using a Compare tag, or within fData by adding Conditions. This gives the possibility of using fData to create a special tag that can be used to put(…)
About Dave
Posts by Dave:
Create a direct link to an fDocs output
If you have an application which allows you to add your own external link (also known as a web launcher) then you can add a link to a single template and use it for outputs. You can also use this method to create a standard HTML link in your own web pages. After creating your(…)
Create a ribbon button in MSCRM to generate an output
In this tutorial I’ll take you through creating a button in Microsoft Dynamics CRM that will be placed on a ribbon and that you can link to an output from fDocs. By creating your own customisations you can already achieve this functionality without extra tools, but to make life easier we are going to use(…)
Diagnose a bad fDocs output
Rarely, the data that is returned from a DSD and it intended to go into a Word document may result in an issue in the Word document being generated. When this happens, you may see an error such as the following appear when you go to open the generated document: Here’s how you can find(…)
Filtering data using Data Access Control
(From version 3.4.2) Often you are able to filter data directly in an SQL query using a WHERE statement, or from Microsoft CRM by adding a condition to your view, but sometimes you are unable to filter the source data coming into fData because it has come from a web service, flat XML file or some(…)
Finding Fields in TV Assess
Note: This How-To relates to TV Assess, an application add-in that uses Fibonacci fDocs to produce outputs from the CareFirst case management system from OLM. Please disregard this How-To if this situation does not apply to you. TV Assess is a great way to quickly create quality reports from assessment data held within your CareFirst(…)
Provide free-text entry during document generation
Scenario: You have created a template which you want to allow people to generate an output from. However, you want to allow the user to enter a sentence/paragraph of free text which will be inserted into the document during it’s generation. This situation may most likely occur if you want to provide a locked PDF(…)
Switch your template to a new database
Picture the following scenario: You have invested a lot of time creating DSDs. You’ve spent time perfecting your SQL queries, publishing them, and your designers (or even yourself) have spent more time creating your template and getting it just right. Then you find you are migrating systems to a new database, and are worried that(…)
Use Advanced Conditions in Templates
This “How-To” centres around those times when you want to conditionally show parts of your template, but the standard compare tag isn’t complex enough for your requirements, because you may be within a set of repeating data in a data group, or because you have an “if this else this” structure you wish to create.(…)
Use Excel as an SQL Data Source
Sometimes you may wish to use fSeries in order to report on data held in an Excel spreadsheet. By creating a Data Source within fAdmin, you are able to query a spreadsheet using SQL like you would do from a database. Through this method you can create well-presented, formatted document outputs based on Excel data, or(…)