Configuring Database Query Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Document Composition

Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

In the Create New drop-down list, Database Query inserts a single value (or a set of values formatted in a table) using a SQL query to collect data from a third-party database. You can place results from a specified database query into a template, enabling an end-user to include this information in a document. You can create a database query while you are creating a database query placeholder or before you create a database query placeholder. For information on creating a database query before you create a database query placeholder, see Creating Database Queries Creating Database Queries.

To create a Database Query Placeholder:

  1. From the Create New drop-down list, select Database Query.
  2. The Database Query dialog box is displayed:
    Note:

    To display configured queries as a list, right-click and select Show as List. To show configured queries as a tree view, right-click and select Show as Tree.

  3. Select a pre-configured database query from the Choose a Query pane, or click New Query to create a new database query.
    1. If you are creating a new database query, the New Database Query fields are displayed.
    2. See step 5 of Creating Database Queries for new database query configuration.
    3. Click Done.
    4. The Choose a Query pane is displayed with the new database query selected.
  4. Click Continue.
  5. The Output Style dialog box is displayed. Select one of the following options to determine how the results of your query should be displayed:
    • Insert the first result of a single Column- Select to insert the first result of a single column on the document. Type the name of the column in the Enter Column Name field.

    • Insert the results as an image- Select to insert the results of the query as an image. The results of the query must be a binary large object (BLOB) column, and must be an image format that can be inserted into a Word document. Type the name of the column in the Enter Column Name field.

    • Insert all values as a Table- Select to insert all the values retrieved by the SQL query as a table embedded on the document. Instances of this Placeholder appear on the document as an empty table. Any column headers entered in the top row of this table are preserved when the values are filled in. Table styles are also preserved.

    Note:

    Any empty rows retrieved by your query will not be displayed on the document.

  6. Click Finish.