Connector Data Tables in v5.0

Installing and Configuring DocuNECT v5.0


Connector Data Tables (CDT) are a useful way to either provide input or processing information for ContentConnectors or to provide a way to easily maintain pick-lists and lookup validation tables in Cabinets.


Creating a Data Table

From the main data view click on the New Table button and enter the table name and description. Note, you do not have to put underscore in the table name. On pressing the Submit button the main view will be displayed. Click on the table name and the table information will be displayed. The default view displays the records in the table (which will be blank with new tables).

createtable.png

Click on the Column view to create the column information. Click on the New Column button to create a column.

newcolumn.png
  • Column Name - The name of the column. Like the table name the column name can have spaces.
  • Data Type - Data tables support Text, Date and Number as column types.
  • Data Length - On required for Text columns.
  • Encrypt Storage - Selecting this will encrypt the value in the storage.
  • Mask Value - If Yes, is selected the it allows masking to be added for the index value display.
  • Show Last Number of Characters - Enter the number of characters at the end of the value to display. For example, if you enter 4, then the last 4 characters of the value will be displayed.
  • Required - Indicates that the value in the column has to be entered when creating a new record.
  • Default Value (optional) - Allows a default value to be used when a record is created.
  • HTML Before and HTML After - Allows an HTML snippet to be added before and after the field to provide additional information to the user, or change the look and feel of the data entry form.

The Auto-Complete provides options for creating pick-lists of data.

  • Static Picklist - allows a pre-defined list of values to be entered.
  • Dynamic Picklist - Provides the options of pre-populating the pick-list with values from another Connector Data Table (CDT) table.
  • Username - This option populates the pick-list with the DocuNECT users.
  • Role - This option populates the pick-list with the DocuNECT roles.
  • Cabinet - This option populates the pick-list with the DocuNECT cabinets.
  • Connector - This option populates the pick-list with the DocuNECT connectors.

Importing/Exporting a Data Table Schema

A data table schema can be exported/imported to another system to allow configurations to be moved.


Importing/Export Data from Table

You can import and export data from tables when viewing the table data:

  • Import Data - This option allows you to import data from a Comma Separate Value (CSV) file. The format assumes the first row will be the column headers and the remaining row the data. The column names have to be the same as the associated data table column name in the schema. On selecting the Import Data button you will be prompted to browse to the CSV file. A summary screen will confirm the rows being imported. Pressing the Finish button completes the import.
  • Export Data (CSV) - This option allows you to export the data to a Comma Separate Value (CSV) file. On pressing the Export Data (CSV) button the file will be automatically generated and downloaded.
  • Export Data (PDF) - This option allows you to export data to an Adobe PDF file. On pressing the Export Data (PDF) button the following page will be displayed allowing you to select the document generation options:
PDFReport.png

On pressing the Submit button the Adobe PDF report will be generated and displayed in the browser for review/download.


Data History

All aspects of the data table creation, administration, and data changes are audited in the History tab as shown below:

datahistory.png