How To

Adding fData Plugins

Overview One of fData’s features is the ability to retrieve data from virtually any data source. This is achieved by using dedicated plugins that are created to return data from a designated data provider (such as a SQL database, web service, or a particular product such as Microsoft CRM or HP Trim). To manage this(…)

Comment your template

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(…)

Create a Data Group based on a View in Microsoft CRM

Aims fData can be used very quickly to obtain information from Microsoft CRM. By using the Microsoft CRM plugin for fSeries, creating a view in MSCRM, and linking it to a Data Group, you can quickly get your data into fDocs outputs or fPanels presentations. Note: You must own the Microsoft CRM plugin for fSeries(…)

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(…)

Locking fDocs Outputs

Aims You may have a need to secure your fDocs outputs so that they cannot be changed by end users. This quick guide describes two ways in which you can achieve this by either locking docx outputs, or by switching your output format to PDF. 1    Locking Word docx outputs This method allows you to(…)

Mail Merge Quick Guide

Introduction This document provides a step-by-step guide; concepts and principles are not explained here so you should use this guide in conjunction with our product documents. Say you want to output multiple copies of the same document/letter but each one personalised for different people. For example; a letter inviting all the members of the child’s(…)

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