Intellect Platform - Intellect 8 Training Guides
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1. Let s navigate to the data entry table and test this feature External Data Sources What is it This feature allows data from external data sources such as databases Excel files Sales Force etc to be accessed in real time as if they were created in Intellect External Data Source Types There are several types of external data sources The most often used types such as MS Excel and Access Oracle or SQL Server are already included in Intellect however if a new type of web service or database is being accessed then a new external data source type will need to be created For more information on the parameters of the External Data Source Types please refer to Intellect Platform Integration document 20 Advanced Topic Training C301 External Data InteRneerR SRE LE ee BL A The data source types are stored in a special table called External Data Source Types which is located under the Home gt Administrative Tools category Location Home gt Administrative Tools gt External Data Source Types Current Location External Data Source Types No Externat Data source Type Web Serie js oes CN e EN Oracle Yes EN SOL Server Yes Insert External Data Source Type To create a new data source type simply click on the Insert External Data Source Type button To edit an existing external data source type click the external data source type s name The following page app2. InterRneer PROCESS DRIVEN SOLUTIONS Intellect Platform Advanced Topic Training Integration with External Data C301 INTERNEER INC 2 22 2012 CREATED BY ERIKA KERESZTYEN FAHEY E Advanced Topic Training C301 External Data Interneer i Contents ABOUT THIS DOCUMENT GETTING STARTED DISPLAYING WEBPAGE Oo OD A MASHUP OBJECT EXCEL INTEGRATION 2 1 1 6 ww ee ww ee we ee ew 10 PDF INTEGRATION 2 66 or ESS SS BOS asas oh EXTERNAL DATA SOURCES 1 1 2 ee ew ew we ew ee we ee ww we 20 WEB SERVICES 446 y sa 0 2e eH AAA Ree eS ee we ZO i Advanced Topic Training C301 External Data InterRneer Detailed Table of Contents ABOUT THIS DOCUMENT 4 Requirements for this Training 4 Additional Documentation 4 Additional Training 4 Icons Used in This Tutorial 5 GETTING STARTED 6 DISPLAYING WEBPAGE 6 MASHUP OBJECT a7 What is a Mashup 7 Displaying a LinkedIn page for the user 8 EXCEL INTEGRATION 10 What is it 10 How to use it 10 Formatted printing 13 PDF INTEGRATION 17 What is it 17 Export into PDF 17 Import from PDF 19 EXTERNAL DATA SOURCES 20 What is it 20 External Data Source Types 20 Connecting to SQL database 22 Connecting to Salesforce 23 Using External Data Sources 25 WEB SERVICES 26 What is it 26 Requesting data using a Web Service Transaction 26 Creatin
3. JobTitle AA Insert Asset We need a macro that triggers the data request event This macro like any other macros can be executed by clicking on a macro button or can be part of a workflow or the system can automat ically execute it on a daily basis 26 Advanced Topic Training C301 External Data Interneer Let s navigate to the existing Employee template and add a macro button called Update Employee Assets In the Macro Toolbox there is an Output macro that is used to call external web service Before we can use this macro we need to create a template that will transfer the necessary information to the web service Let s navigate to the Home gt Administrative Tools gt Templates category and create a new category called WebService Templates Inside this category let s create a template called EmployeeOutput This will be the template that will transfer the employee information in this case the EmployeelD to the web service So let s add a text field to this template called EmployeelD Then let s navigate back to the Employee template and set up the Output macro for the Update Employee Asset macro button Open its properties window and in the macro builder select the Output macro Then select the EmployeeOutput template as the Output template and type the url of the web service you wish to use When the output macro is executed the system creates a temporary instance
4. C301 External Data Interneer i MPL Wwe Bien Web Services What is it A Web Service is a method of communication between two databases or systems over the web internet Unlike traditional Web server Web page systems Web services do not provide the user with a GUI Web services instead share business logic data and processes through a programmatic interface across a network The communication can be initiated either by Intellect when Intellect sends some information to another database and receives a response or the other database can request information from Intellect as well Let s look at an example where Intellect requests information from another database Requesting data using a Web Service Transaction Let s say that you have a 3rd party complex external asset management system tracking employees assigned assets and you also want to update your Intellect system with the new asset assignments By using a web service Intellect can as an example send the EmployeelD information and the web service can return the corresponding assigned assets from the external system for Intellect to process So let s see how to prepare Intellect Previously we created a template for the employee containing the EmployeelD text field and also added a child table for the different assets Home gt Administrative Tools gt Templates gt Employee Current Location Employee Template Section val Save T EmployeelD
5. E Last Name A Place of Birth City TE Place of Birth State or Country Application for a 55N Card A TT Import Data from Application Open the properties of the macro button and select the PDF Integration macro This time select Import for the Integration Type Then select the Application for a SSN Card field for the File option In order to be able to continue with the field mappings you must upload a blank application PDF document into the file field If you already did that click on the Edit Mappings button This time on the left side you need to select one of the fields from the PDF document and on the right side select the field where the data should be imported to 19 A Advanced Topic Training C301 External Data Interneer p g EE WH POLIT If you follow this tutorial this is how the PDF Integration macro should look like Properties PDF Integration Import f _ insert Comments Up Down lt _ Delete _ Save SaveAndClose Cancel E Export a Import Application for a SSN Card Browse topmostSubform 0 Page5 0 firstname 0 gt First Name topmostsubform 0 Pages 0 7 Middlename 0 gt Middle Name topmostSubform 0 Page5 0 LastName 0 gt Last Name topmostSubform 0 Page5 0 cityofbirth 0 gt Place of Birth City topmostsubform 0 Pages 0 stateatbirth 0 gt Place of Birth State or Country E Edit Mappings
6. Mapping and select the Field option Cell Mappings Interneer Field Browse Insert Mapping 7 Assignment Interneer Field gt MS Excel Cell M5 Excel Field Name Y or Sheet Sheet Cell Location In the popup widow click on the Browse button to select the Interneer field in the Assignment dropdown select which direction you want to transfer the data and finally specify the cell in the Excel file Keep repeating this process until every field is mapped If you followed this tutorial correctly this is how your Excel mapping should look like Cell Mappings MS Excel Calculate Settlement Date gt SheetL Al Properties Maturity Date gt Sheet11A42 Properties Investment gt Sheeti A3 Properties Redemption Value gt Sheet1144 Properties Interest Rate lt Sheeti1D12 Properties Delete Now that the cell mapping is completed the calculation needs to be executed by using the Run MS Excel Macro macro Like any other macro it can be in a macro button or in the OnSave macro of a template or a workflow activity or part of an automated activity or even being executed nightly as the other scheduled macros 12 i Advanced Topic Training C301 External Data Iinternneen a EE METIE BOL Let s add a macro button called Calculate Interest Rate and add the Run MS Excel macro In the 60 properties of this macro you can specify which MS Excel object to r
7. Insert Field Move Maco gt Delete Macro gt Open the file ina new window le oo gt Import Macro gt Export Macro gt Output Macro gt Now let s test it Navigate to the data entry table in this case to the Excel Mapping tab and insert a new invoice instance Add some Items to the Invoice and then click on the Print into Excel macro button 16 i Advanced Topic Training C301 External Data Interneer PDF Integration What is it PDF Integration allows the transfer of data between a pdf file and the Intellect system The most common use cases of this feature is to export data into a formatted PDF file such as a government form The PDF Integration also can be used for importing data from a filled out formatted PDF file The PDF Integration macro requires a pdf document to be uploaded into the system Once you define the pdf document file you will use you will need to define the field mappings Field Mappings are to define data transfer from Intellect to PDF and from PDF to Intellect Every time the PDF Integration macro is run data will be sent to the PDF document based on the mappings or extracted from the pdf document depending on the PDF Integration macro s settings Export into PDF Let s say that we have an employee hiring process and during that process the Intellect system captures the basic employee information Now let s say we the system to also fill out an EDD form for the employe
8. al Data Interneer Wh BL Pia You can also display a web page inside of a category Simply open the properties window of the category and under the Advanced tab you can specify the url of the web page Category Properties New Category ee Macros On Save Macros Accessible To Point to an http www interneer com external URL Insert Field Mashup Object What is a Mashup In Web development a mashup is a web page or application that uses and combines data presen tation or functionality from two or more sources to create new services By using the Mashup Object in Intellect you can easily display external data on the page The external source can be a web page for instance the LinkedIn page of the selected user or it can display different widgets such as maps a YouTube video weather information etc Interneer Advanced Topic Training C301 External Data Displaying a LinkedIn page for the user Let s enhance the system by displaying the LinkedIn profile page for a selected user First we need to add a text field to the user profile that holds the url of the LinkedIn profile Navigate to the User template and add a new text field called LinkedIn url After adding this new text field let s fill out this field for the individual users Then navigate to the page or template where you want to display the LinkedIn profile page and insert a Mashup object You can find the Mashup object in the Tool
9. ameters of the External Data Source fields please refer to Intellect Platform Integration document 22 Advanced Topic Training C301 External Data Interneer Troubleshooting If the external data source cannot be accessed successfully an error message appears in red If the message doesn t clearly indicate the problem here are some troubleshooting tips If the data source requires a username and password double check these to make sure they are correct and not expired If the data source accesses a file make sure the file path can be recognized by the web server Also make sure that the file can be accessed by everyone in the file security Finally if it is an Excel or Access file make sure that the proper driver is installed on the SQL server Connecting to Salesforce The Intellect system can also connect to Salesforce com You might have noticed that when we set up the SQL database connection Salesforce was not listed in the data source types dropdown list First we need to define that data source type and then create an external data source connection Let s learn how to do this Navigate to the External Data Source Types table under the Administrative Tools category Click on the Insert External Data Source Type button After naming the external source type select Yes for Web Service Then add the Web service URL and specify the additional parameters as Username and Password I
10. appings Company Name Browse Interneer Field gt MS Excel Cell Name ial or Sheet Sheet Cell Location az For mapping the Items table select the Table option after clicking on the Insert Mapping button Click on the Browse button and select the Items table from the Invoice template After that you need to tell the system which columns fields you want to export into the excel sheet So click on the Insert Field Mapping button then click on the Browse button and identify the field of the Item template 14 Advanced Topic Training C301 External Data Iinterneer If you follow this tutorial this is how your Excel mapping should look like Cell Mappings Items Table Browse Mappings Item ID gt Sheeti146 Properties Delete Item Name gt Sheeti1B6 Properties Delete Total gt Sheeti Cce Properties Delete insert Field Mapping Apply Now that the mapping is completed the excel sheet needs to be populated As we already learnt earlier the Run MS Excel Macro needs to be executed by either a macro button or by the scheduled macros or by an OnSave macro However after the Run MS Excel Macro is executed and the excel sheet is populated the excel sheet is inside of the Print invoice MS Excel Object and is not available for the end user To be able to access the populated excel file let s use the Export macro and
11. apply the material Below is a guide on what these icons mean If you follow the tutorial on your computer this icon indicates that there is an action to take or you need to do something on the computer This icon emphasizes the information something to definitely keep in mind This icon is to remind you of important information that has been already covered in the tutorial We use this icon to provide you tips and tricks for a successful implementation l Advanced Topic Training C301 External Data Interneer p g PL MTR BL i Getting Started In this training guide we are going to learn about the different ways we can integrate external data into Intellect We will learn about displaying web pages and widgets and how to utilize MS Excel extensive formulas and functions We will also learn how to integrate with MS word and pdf documents Finally we will learn about how to transfer data between other databases such as SQL Access Oracle etc Displaying webpage As part of the Intellect platform you can display any web pages or even your company s intranet site To do this create a new outer tab and for instance call it Company Website Then in the properties of the new tab specify the url of the website you wish to display Macros On Save Macros Accessible Accessible To Point to an https ww interneer com external URL Insert Field Apply Advanced Topic Training C301 Extern
12. box after expanding the Integration Field grey bar Integration Field MS Excel In the properties window of the Mashup object under the General tab you can specify the url you wish to display It can be either static hard coded or by clicking on the Insert Field button you can make it dynamic Let s click on the Insert Field button as we want to display the LinkedIn page of the user that is selected in the User dropdown on the Mashup tab Mashup Properties Linked In Insert Field General Display Location Trail Main gt Mashup E E Linked In E User Sl Userna me Description First Name Last Name El E Mail URUV HTML Main Mashupi User LinkedIn url a LinkedIn url o Insert Field abc Phone Number one Num Height ano abc Job Title f No 8 Only if necessary In the properties window of the mashup object you can also set the height of the mashup Interneer Advanced Topic Training C301 External Data T hh BLT ee Displaying YahooMaps Let s enhance the system by displaying YahooMaps for an address such as the address of a property or a client Navigate to the page or template where you wish to display the map and insert a mashup object Every widget has its own dynamic url structure that you need to follow to pass variables in order to be able to receive the desired result For instance YahooMaps dynamic url starts with a static porti
13. e such as the Employee s withholding allowance certificate Navigate to the hiring template We have already created fields such as the Employee Full Name Address etc Insert a file field and upload the PDF document To perform the data export into the B PDF file the PDF Integration macro needs to be executed Like any other macro it can be in a macro button or in the OnSave macro of a template or a workflow activity or part of an automated activity or even being executed nightly as the other scheduled macros This is how the hiring template looks like Employee Full Name Social Security Number Address O City State Zip HA Number of Allowances E Withholding Allowance certificate Th C201 pdf mapping pdf 17 Advanced Topic Training C301 External Data InterRneer i F DN A MHETRE BL i a Insert a macro button name it Fill out Certificate and open the Macro Builder in its properties window From the list of available macros select the PDF Integration macro Copy Macro gt Move Mao gt Delete Macro gt Import Macro gt Export Macro gt Output Macro gt Error Macro gt Print Wace d POF Integration Macro gt I Comment Macro gt Important before you can set up the field mapping the PDF file must be uploaded into the system After you have selected the PDF Integration macro select Export as the Integration Type from its properties Then specify which file y
14. ears where you can specify the parameters New External Data Source Type External Data Source Type Name Web Service Yes ia No Provider 21 Interneer SRE LE AW BOLT Connecting to SQL database under the Home gt Administrative Tools category Advanced Topic Training C301 External Data The different External Data Source connections are stored in the External Data Sources table Insert External Data Source To create a new external connection simply click on the Insert External Data Source button To create a connection with a SQL database select SQL Server as the External Data Source Type and the corresponding parameters will appear on the screen Fill out the different fields and then click the Refresh Tables button If the connection is successfully established a list of tables from the SQL database will appear Select the tables you wish to interact with and click OK The system establishes a connection with the selected tables and reads their content into the Intellect system Tip you can reopen the already established connection and select additional tables New External Data Source External Data Source Name SOL Test External Data Source Type Network Server Name les 1893 91 84 Database Name E 1_Paycard Local Login Username Remote Login Username Remote Login Password Tables Refresh Tables For more information on the par
15. ee Where Employee EmployeeID is Em Info Em reelD Set Employee JobTitle To EmployeelInfo JobTitle For Each Asset Where Asset Is Inside OF EmployeeInfo AssetList Copy Asset To Employee Assets 28 E Advanced Topic Training C301 External Data Internneer The xml string returned by the web service must follow certain formats In this example the xml string needs to be formatted as follows lt Employeelnput gt lt EmployeelD gt 00123 lt EmployeelD gt lt JobTitle gt manager lt JobTitle gt lt AssetList gt lt Asset gt lt AssetID gt 1 lt AssetID gt lt Description gt Dell Computer lt Description gt lt SerialNumber gt DC 4564 lt SerialNumber gt lt Asset gt lt Asset gt lt AssetID gt 2 lt AssetID gt lt Description gt Canon Printer lt Description gt lt SerialNumber gt CP 77841 5656 lt SerialNumber gt lt Asset gt lt AssetList gt lt Employeelnput gt As you might have already noticed we didn t create a data entry table for the Employeelnput template either As we learnt earlier the system automatically creates a data entry table to store a temporary instance of the Employeelnput template and after the OnSave macro is executed deletes this temporary instance Creating your own web service Creating a web service requires programming knowledge For technical information on how to write the web service please refer to the Intellect Integration User s Manual a
16. export the excel file into a file field Insert a file field called Invoice into the Invoice template This field will hold the exported excel file Also let s add a macro button called Print to Excel Open the properties window of the macro button and add the Run MS Excel Macro In its properties select the Print Invoice MS Excel object as the Item to run After the Run MS Excel Macro insert the Export macro Select MS Excel as the File Type For From Table or MS Excel click on the Browser button and select the Print Invoice object Then specify the Invoice file field for the To File option 15 3 Advanced Topic Training C301 External Data Interneer p g SEL ME Eilifint If you follow this tutorial this is how the Print to Excel button s settings should look like Toolbox Macro Steps Properties Export Invoice Print Invo _ Insert Comments Up Down lt gt _ Dette _ save Save AndClose Cancel Set Macro gt Else hlacro gt pe 9 MS Excel Show Macro gt HTML file Max Level 3 Mail Maco gt From Table or MS Excel Insert Macro gt Print Invoice Popup Message hlacro gt Browse For Mao gt Exit Maco gt Start Wordlow Maco gt Invoice Brows Run Macro Button gt Trowse Run MS Excel Macro gt Save Output File Name as Run Application Macro gt Invoice pe Copy Macro gt
17. f you follow this tutorial the properties should look like this Salesforce Properties External Data Source Type Name Salesforce Web Service No Web Service URL http l salesforcedemo interneer com Additional Parameter Labels Username a w Important for testing and practicing purposes you can use the http salesforcedemo interneer com webservice asmx url However for an actual deployment please contact Interneer s Customer LJ Support support interneer com to set up the Salesforce com web service dedicated to your site 23 z Advanced Topic Training C301 External Data Interneer p g PEDERE ME Eilifint After defining the Salesforce datasource type let s create the external data source connection Navigate to the External Data Sources table under the Administrative Tools category and insert a new data source After naming the new data source select the newly defined Salesforce data source type Also fill out the username and password fields and then click on the Refresh Tables button If the connection is successfully established you should see a list of tables from the Salesforce account Salesforce Properties External Data Source Name Salesforce External Data Source Type Salesforce he Username sozyel intereer com Password SERRE LE Tables Refresh Tables E AccountContactR ole a a N i AdditionalNumber E O Note y
18. g your own web service 29 Using existing web services 30 A Advanced Topic Training C301 External Data Iinterneen a About this Document This guide covers the various ways Interneer Intellect can access and display external data and interact with other databases You will learn also about PDF and MS word integration some advanced MS Excel features and connecting to other databases using web services Requirements for this Training This advanced training requires that you are familiar with the basics of the Intellect platform such as templates and tables and also familiar with the different macros Additional Documentation The following user guides are also available by Interneer Intellect Platform User Interface Intellect Platform Introduction Intellect Platform Macros Intellect Platform Reports Intellect Platform Access Control Intellect Platform Workflow Additional Training Interneer also offers web based beginner intermediate and advanced trainings on how to create workflows reports and how to integrate with other systems and so on For further information please contact Interneer at info interneer com or call 1 310 439 9680 Advanced Topic Training C301 External Data Iinterneer Icons Used in This Tutorial Throughout this tutorial you will see icons in the margins that highlight special types of information We use these to help you better understand and
19. hment field in the system Once you define the spread sheet you will use you ll need to define the cell mappings Cell Mappings are used to define the data transfer from Intellect to Excel and from Excel to Intellect You can map fields and tables in Intellect to send data to Excel but you can only receive individual cells from Excel to feed fields in Intellect In other words you can t map tables from Excel to Intellect although that can be accomplished through the importing function Once the mapping is complete you can run the Excel integration by using the Excel macro Every time the Excel macro is run data will be sent to the Excel document based on the mappings Excel will perform the predefined calculations in the spreadsheet and populate the mapped fields in intellect How to use it Let s say you want to calculate the interest rate based on the settlement maturity date investment and redemption values This is a fairly sophisticated calculation but utilizing MS Excel s advanced calculation it is certainly possible Let s navigate to the template or the category where the necessary input fields are already there In this case we already have the Settlement Date Maturity Date Investment Redemption Value and Interest Rate fields inserted on the Excel Mapping tab Settlement Date TA Maturity Date To Investment lo Redemption Value lo Interest Rate Do 10 E Advanced Topic Training C301 Ex
20. nd the Intellect Platform Web Services documents 29 Interneer DES Advanced Topic Training C301 External Data Using existing web services The 3rd party system that Intellect needs to communicate with might already offer web services that you can utilize In that case you need to check the format of the xml string that the 3rd party web service is able to process and what format it returns the data in This format may or may not be what Intellect produces or can process If the 3rd party web service accepts and produces a different xml format you need to create a custom web service to reformat the xml string into the format of that Intellect can receive Important If the 3rd party web service produces an xml string in the format that Intellect accepts make sure that in Intellect you create an input field in the Input template for every tag in the xml file even if the xml string contains data that you do not want to use You can ignore those extra fields when you create the OnSave macro focusing on the data that you want to utilize 30 Advanced Topic Training C301 External Data IAE BLT ES
21. of the Employee Output template and generates an xml string that is sent to the web service Besides executing the output macro we also need to pass the data into the EmployeeOutput instance So add Set macros to set the different fields of that template in this case the EmployeelD field If you follow this tutorial this is how the macro builder should look like Macro Builder Update Employee Assets Toolbox Macro Steps Properties Output EmployeeOutput _ insert Comments up Down lt gt Dette _ save SaveAndclose Cancel If Maco gt Else Macro gt Em 3 D EmployeeDutput Show Maco gt Mail Macro gt Call external web service Insert Macro gt a ka No Popup Message Macro gt 2 Yes Call this web service For Macao gt Exit Misa gt fniinterneesTraini ng WebSenvice Service asmx Start Workflow Necro gt Run Macro Button gt Run MS Excel Macro gt Run Application Macro gt Copy Macro gt Mowe Macro gt Delete Maco gt Import Macro gt 27 Advanced Topic Training C301 External Data Interneer p g SEL ME Eilifint Important you might have noticed that we didn t create a data entry table and didn t insert a new instance into the system as we normally do This is because the system automatically creates a data entry table for the EmployeeOutput template inserts a new instance and after the xml string has been generated and the data is transferred to the
22. on http maps yahoo com embed tt amp q followed by the parts of the address separated by the sign Previously we had inserted text fields to hold the street city state and zip code for the address Open the properties window of the mashup object and after typing the static part of the url click on the Insert Field button and select the Street field then insert the sign and the City field etc The url should look like this Mashup Properties Map URL HTML embed tt 8q Street City State Zip Insert Field r Traffic Map il ui Vv a Pa i IA Gham A ET O is ARA H Hillside AN Y Uo MemorlalP rk A yor F Pi q lf ay gi fi ies m Aire M fi k 4 TS Street 5901 Green Valley Circle City Culver City a Advanced Topic Training C301 External Data Interneer pic raining Excel Integration What is it Excel integration is used to access the wide variety of functions MS Excel offers by passing data to and retrieving from an embedded Excel file The most common uses of this feature include accessing advanced Excel calculations statistical functions and text functions Excel integration requires an Excel document be uploaded into the system You can either upload it directly into the properties of the Excel integration object or use an attachment field by linking the Excel integration object to an attac
23. ou need to have your own account and access to Salesforce com in order to be able to cma connect to their system 24 i l Advanced Topic Training C301 External Data InterRneer Using External Data Sources After establishing external data connections and selecting a table the Intellect system displays the selected table under the Home gt Administrative Tools gt External Tables category Besides displaying those tables the Intellect system also creates a corresponding template for each external table These templates are located in the Home gt Administrative Tools gt Templates gt External Templates category External tables and templates can be used just like any other table or template They can even be accessed from the properties of internal fields For example you can set the Data List property of an internally created drop down to an external table For an example let s navigate to the New Hire template and insert a dropdown called Paycard Then open its properties window and populate the data list with the PaycardList external table Pull Options From the Following Table Or Multiple Dropdown Location Trail Main gt Home gt Administrative Tools gt External Tables a PaycardList Table w Important External data is read only You cannot add edit or delete instances You can move fields and set most field properties but you cannot add or delete fields 25 l Advanced Topic Training
24. ou want to export the data into To set up the Field Mappings click on the Edit Mappings button On the left side select an Intellect field and then on the right side select the matching field of the PDF document If you follow this tutorial the field mappings should look like this Please select the mapping information Intellect Field PDF Field Social Security Number gt 55H XX A o W Add More Mappings W Tip you can view the layout and the names of the fields in the PDF document by clicking on the View IDs on PDF link in the top right corner of the PDF Mappings window 18 i l Advanced Topic Training C301 External Data Interneer Import from PDF Let s say that you have a Social Security Card Application process and you need to extract the data from the submitted PDF application documents We have already created a template called SSN Card Application and inserted a few fields such as First Name Middle Name Last Name etc Let s navigate to that template and add a file field called Application for SSN Card This will be the field where the submitted application needs to be attached and the Intellect system will extract the data from As we learnt earlier we will use the PDF Integration macro So let s add a macro button called Import Data from Application If you follow this tutorial the template should look like this First Name _ E E E E Middle Name B
25. ternal Data W Interneer irh E ELITU To perform the calculation insert a MS Excel object from the Toolbox and let s name it MS Excel Calculate The MS Excel object is located under Integration Fields section Toolbox Insert New Before you upload an excel document in the MS Excel Calculate object make sure that the calculation is set up properly Create an excel sheet and for instance in the D11 cell insert the following function INTRATE A1 A2 A3 A4 This function will use the A1 cell s value as the settlement date A2 cell as the maturity date A3 cell as the investment and A4 cell as the redemption value After you set up the function in excel upload it into the MS Excel Calculate object Open its properties window and click on Browse and then click on OK to upload the excel file MS Excel Properties New MS Excel x General Conditions Display MS Excel Label FS a a Cel Li ms Excel Calculate Excel File p ii 9 Uploaded file O File is linked to y Note You can also use an excel file that is attached to a file field by linking the Excel integration object to the file field in the system 11 l Advanced Topic Training C301 External Data Interneer p g A A ae Bi After the excel file has been uploaded let s set up the cell mapping Open the MS Excel Calculation object properties window and click on the Cell Mapping button Then click on Insert
26. un Macro Builder Calculate Interest Rate Toolbox Macro Steps Properties Run MS Excel Calculate runs wo Come Cle gt Clo sme eran Cee MS Excel Calculate Browse Formatted printing Another use of the Excel Integration is to print into a formatted excel sheet for instance creating an invoice We have already created a template and a data entry table for the invoice We have also added a child table for holding the different items of the invoice Location Home gt Administrative Tools gt Templates gt Invoice Current Location Invoice Template Section LF Insertitem YE Properties lag Save IO E ESE E A Insert Item 13 Advanced Topic Training C301 External Data Interneer p g SEL WE Eilifint We have also created the formatted excel file A B c D Company Name Interneer PROCESS DAFEN BOLUTIONS 1 2 3 A Total Amount Now let s add the printing capability Navigate to the Invoice template and insert an MS Excel object from the Toolbox and let s call it Print Invoice Open the properties upload the already prepared excel file and click OK Then let s set up the mapping Reopen the Print Invoice Excel object s properties window and click on the Cell Mapping button Select the Field option after clicking on the Insert Mapping button and fill out the properties as seen below and click OK Cell M
27. web service the system deletes this temporary instance and the data entry table J So let s learn how to process the data that the web service returns We need to create an input template that the system will populate with the returned data Similar to the output template the system creates a temporary instance of the input template which will be deleted right after the OnSave macro of the input template is executed So we also need to create a group of macros to transfer the received data to its permanent location Navigate to the WebService category under Templates and insert a new template called Employ eelnput Add a text field for EmployeelD and another one for JobTitle Also create a data entry table containing the asset information The Employeelnput template might look like this Location Home gt Administrative Tools gt Templates gt WebService Templates gt Employeelnput Current Location Employeelnput Template Section 7 Insertitem YE Properties lag Save Insert Asset After the web service returns the data and the temporary instance is populated the OnSave macro is executed to propagate the newly received data to its final destination Open the properties window of the Employeelnput template and create the proper macro to propagate the data to the correct place Your macro might look like this Steps _ Insert Comments up Down lt gt Delete For Each Employ
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