Inserting Pre-Made Tags from the Data Bin

Objective

To insert "Out" and "ForEach" tags to a template by dragging the respective data from AutoTag's "Data Bin"

Background Information

Previously, we have added data bindings to a template by inserting a tag, then selecting the data. In this tutorial, we will show you a second way to add data by dragging it from the "Data Bin."

Pre-requisites

Inserting a Tag, ForEach Tag

Procedure

1. Load the MSSQL datasource

Load the MSSQL datasource by clicking the bottom half of the "Data Sources" button, and selecting MSSQL. If there is no MSSQL option in the drop down menu, you may select another datasource, or follow the instructions in the "Creating a SQL datasource" tutorial.

Show Me How!

2. Open the Data Bin

After closing the Connection Editor, the Data Bin will open automatically. You can also open the Data Bin by clicking the respective button in the "AutoTag" ribbon. It should be on the left side of the window.

Show Me How!

3. Drag a Table

Drag a table from the data bin to the document. When you do this, a window will appear prompting you to select which columns to display.

Show Me How!

4. Select Columns to Display

Select columns to display by clicking the checkmarks on the left. You can re-order the columns by clicking the arrows in the right column. You can also rename them by clicking on the respective cell under the "Title" column.

Show Me How!

5. Generate the Document and View the Results

Click "Output" in the AutoTag ribbon and then "DOCX" in the drop-down menu, wait a few moments and then view the results.

Show Me How!

Quiz Yourself!

True/False: I must place tags in my document before dragging data from the Data Bin.
False. Dragging data from the Data Bin will create tags for me.
True. Data from the Data Bin is the same as data from the Data Tree.

Congratulations!

You have completed this tutorial. We recommend taking a look at the Variable Basics tutorial next!

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