The product can retrieve external data via a Web Service that was created by a developer. Refer to the SDK documentation for more info on Web Services.
Web Services allows DocGeneration to retrieve a wide range of data types.
Particularly, Web Service Data Tags can be of these types:
- Dates and Times
- Booleans ( True or False)
- And many other standard data types
To add a Web Service, click on “Add Source” in the Data Tags right-hand pane.
Under Data Source Type on the left, ensure Web Service is selected.
Enter a name in the Data Source Name field.
Enter in the URL to call the Web Service.
Click the “Load” button to call the Web Service.
Select a method once it has connected.
If a Web Service’s code allows input fields, select an input field from the template’s SharePoint list that the web service will use to retrieve the relevant data or insert a default value to be used to retrieve very specific data from the web service.
Click on the “Generate” button to run a test.
The web service is returning values successfully.
Click “Ok” to add the Data Source to the template.
- For help on Adding an Excel Data Source, follow the step-by-step instructions here.
- For more information on Adding a SQL Data Source follow the step-by-step instructions here.