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Web Service Data Source

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:

  • Images
  • Strings
  • Numbers
  • 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.

Related Articles:

  • 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.
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