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Word processor, how do I insert data from the database?

Here's how to insert in the word processor data coming from the database:

  1. Place the cursor in the word-processing area where you wish to insert the field, and in the sidebar, select the Insert data option.
    In a Template Letters record in Business, select the Main file so that you can select the corresponding fields.
  2. On the Data tab, an area lists the fields in the current file. If necessary, choose another file from the pop-up menu above the box. A search box is available to help you find a field quickly.
    The "Special" value allows you to select particular functions, such as data resulting from a calculation.
  3. Double-click on the field you want to insert. An F symbol appears in the word processor. When you hover over the F symbol with the mouse, a tooltip displays the name of the relevant field, preceded by the name of the file in square brackets.

Notice

If the field is of type Numeric, Date, Boolean, you can format its contents: select the field code (F symbol) then click the Formatting button in the sidebar. An area appears above the word processor, containing the formatting options specific to the type of field.

To view the final result, click on the View button in the sidebar, Data insertion option. The F symbol is replaced by the value of a record from the current selection. If necessary, use the < and > buttons in the sidebar to pull data from another record.

If you want to perform a calculation on an inserted field, select it in the word processor (F symbol) and then click on the Edit button in the sidebar, Insert data option. The formula editor appears, containing the name of the inserted field. You can modify the formula. Examples:

If you want to: Enter a formula such as:
Concatenate two fields [Employees]Last Name + " " + [Employees]First Name
Do a calculation [Addresses]Turnover current year * 2

If you want to insert a glossary entry, select the Insert data option in the sidebar, then the Glossary tab, and double-click on the glossary entry you want. The glossary text is inserted into the word processor area.

When you generate the final document, the program merges the fixed text defined in the word processing zone and the data from the database. The programme takes account of the current selection of records: only the fields from these records will be merged in the final document. In this way, you can prepare a standard print format and obtain different documents by making personalised selections at each generation.

 

Word processor, how do I insert data from the database?