Define a Back Writer

1.       When a template is being opened, select the menu “Template => Define Data Fetcher”

2.       Click the “New” button, then select “Update – Update other form when save or delete a form/report”

3.       Fill in the “Name” field

Mode:

(1)    Update (update existing data of Excel file): means that the Back Writer can only update the data in an existing Excel report rather than adding new data into it.

(2)    Add new data into existing Excel file: means that the Back Writer can append new data into the Excel report.

Fired when:

       Save: means that the Back Writer will apply at the moment of saving current Excel report.

       Delete or undo: means that the Back Writer will apply at the moment of deleting or undoing current Excel report.

After submit or undo this task: If the template has a workflow defined, a workflow task has to be specified. Otherwise, the Back Writer will not apply.

4.       Select Data Tables

a)         Update existing report

b)        Add new data into existing report

5.       Filter Condition

6.       Set to Fields

Double click the area of “Double Click Here To Build Expression…”

The expression can be composed manually, or using the Expression Builder