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Windward

AutoTag Interface for v15

Overview

This article provides a look at the two tabs, AutoTag and AutoTag Manager, which are added to MS Office when you install AutoTag v15.

AutoTag Tab

The interface shown below uses Office 2016.

Data Menu

Input Parameters (formerly Variables) Create a variable inside of AutoTag and build a dropdown box or select field with a list of values. When users run the report, they will either enter a value in the select box or choose one from a dropdown list. 
POD Bin  PODs contain pre-defined groups of tags that you can drag and drop into report templates. (These groups are defined, saved, and added to the bin by you or your organization).
Data Bin. The Data Bin contains all the data that is accessible from a particular report template. You can drag and drop items from the Data Bin into your template.
Tag Tree The tag tree provides a quick look at the tag structure of your template

Tags Menu

Insert Tags Click this button to insert one of Windward's 16 tags. See All About Tags,  Adding Tags, or the Tags Tutorial to get started.
Select Tag This selects the tag you have your cursor on. It is especially useful when working with text tags.
Delete Tag When you place your cursor on a tag and click this icon, the tag is deleted. See Deleting Tags.
Edit Tag Clicking this will bring up the Tag Editor
Next, Previous Use these icons to quickly jump from tag to tag in a template.

Tag Properties Menu

Selected Datasource This field shows the datasource assigned to the tag you have selected. You can use multiple data sources in one template. 
Data Tree When you click this button, a dropdown of your datasource appears. Use it to assign data to your tag.
Select Statement Wizard The wizard walks you step-by-step through selecting a subset of data to use in a report. By using this interface you are creating a select statement.
Preview Clicking this button when you have selected a tag will generate a popup displaying the data that the tag will retrieve upon Output.
Output When your report is tagged and ready to be run with your live data, click Output and select the type of document you wish to create.

 

Help Menu

Help  The Windward Reports Help file.
Samples This icon directs you to the Windward Sample templates -- they are a great way to learn the basics and to add other tricks to your templates.
Windward Tutor Windward Tutor hosts great tutorials for beginning AutoTag users.

 

 

AutoTag Manager Tab

The interface shown below uses Office 2016.

Data Menu

     Data Sources Manager Click the button to bring up the Connection Editor (to add a new data source or manage your data sources), or click the small arrow to choose a recently use Data Source for a new template.
Load PODs* This icon lets you load groups of tags (PODs) that can be used in another template or in JavelinRP.
Create (&Edit)  PODs* This icon allows you to create or edit groups of tags that can be used in other templates, or in JavelinRP.
Generate Code Use this feature to view and use the code behind the template.
Debug Connection This tool allows you to debug a connection to a Data Source.
Debug Select This tool allows you to debug the Select Statement of a selected Tag.
Validate Use this tool to validate your data.
Debug Template The template debugger can help you determine why your template is not generating the report you expect.
Data Count When the For Each Tag is used, this tool will count the number of rows of data that will be processed the hte report is Output.
Equation Insert a function into a Word template to further manipulate your data. When in Excel, most native functions can be used.

*Portable Object Doclets: Doclets are snippets of Microsoft Word objects, and these are portable, meaning that they can be moved and used in other templates.​

Tools Menu

Find Replace This tool lets you find and replace text in tags throughout a document.
Clean Template This tool scrubs the file, closes your existing template, opens the new scrubbed template, deletes the old file, and renames the new file to the name of the original file.
List Imports Lists all files placed in a final report via the import tag, including imports inside imported templates.
List POD Frames Scans the template and lists out all Pod frames listing their type, GUID, and page/line number in the template.
Build SQL Schema You can use this program to create a schema file (by pointing it at a database) or create one by hand.

Options Menu

Options AutoTag's Options control many settings such as wehterh your tags are as fields or text, the default language, whether logging is enabled for a template, and more. 
License You can update and view your license key via this icon.
Website This links to the Windward website.
About Basic info about AutoTag, such as version number and license expiration date (if any).
Help  The Windward Reports Help file.

Getting Started Guide Menu

Quick Start Guide If you disable your Quick-Start popup, you can access the guide here.
Step-by-Step Click through using AutoTag Step by Step
Samples This icon directs you to the Windward Sample templates -- they are a great way to learn the basics and to add other tricks to your templates.
Windward Tutor Windward Tutor hosts great tutorials for beginning AutoTag users.