Working with DataSources within CHILI Editor allows end users to select or upload databases for use with Variable Data.
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Each datasource has a type, determining how data will be selected by the end user. This can be:
File Upload
Google spreadsheets
External URL
Salesforce
Regardless of the type, a list of columns can be defined in the DataSource settings. For file uploads, these can be used to perform basic validation of the uploaded files (checking for required columns).
Otherwise the column definitions control the visualization of the data in CHILI Editor (columns can be made visible, get a different header text, ...). Columns do not require to be defined here.
If the "append all columns" checkbox is checked, all fields will be shown in CHILI Editor. And populating variable data is done regardless of column definitions (based on the variable names).
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Values from a "document variable" can be pushed back to the imported datasource file and saved in the CHILI Publisher document.
A checkbox in the settings of the variable takes care of this.
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PDF Export Settings
Once the user has walked through the data, you may offer him the possibility to create a merged PDF file. You can set this in the "DataSource" tab in the PDF Export Settings.
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