This page will introduce you to the set of Windward Tags to show you when and why you might use a particular tag. It also provides general information on AutoTag's Tags: inserting, deleting, naming, and more.
What are AutoTag's Tags?
A tag essentially says, "When the report is run, go to the data source, find the data that I tell you should be in the report, and insert that information in the template in the place where I tell you." The template knows what data to insert based on how the tag is written, and the template knows where to put the data based on the location of the tag in the template.
In programming terms, a tag is simply a command applied to the database or other data source.
The Tags will appear as options in your MSOffice Ribbon. See The AutoTag Interface for more information.
Once you start associating data with your tags, they no longer show their tag-type name -- instead they show part of the name of the data you associated, such as "Customers." To help you know what kind of tag it is from a glance, each tag has an assigned color.
Some Tags can be used alone. Granted, they can't do much on their own, but they can still be used. You can use an Out Tag to pull in one image. You could use an Import tag to pull in one sub-report. Combining them with a tag like the ForEach Tag can give you powerful results.
Paired or Grouped Tags
Some tags have a beginning and ending tag. Like a car, you have to turn it on to use it, and you have to remember to turn it off.
Some of these tags must be used in conjunction with other related tags in order to do anything. They may also require the incorporation of stand-alone Tags.
Brief Tag Info
|ForEach and EndForEach Tags||Orange||No||
|If and EndIf Tags||Forest Green||No||
|Else Tag||Fluorescent Green||No||
|Switch, Case, and EndSwitch Tags||Brick Red, Crimson Red||No||
|Link and EndLink Tags||Gold||No||
|Bookmark Tag||Blue||Yes||Use this tag to create clickable links to other sections within the finished document.|
|Function Tag, Drill Down Tag, Gauge Tag||Deprecated|
When you click on an inserted tag, a Tag Properties section appears in the AutoTag Ribbon. There are different options depending on the type of tag. Tag properties will be discussed on each tag's Reference page.
One of the Properties options for almost all tags is to set a Nickname. We suggest in our Best Practices that you should re-name your tags. There are a few reasons:
- Naming helps others to be able to understand what you're trying to accomplish with your template.
- Naming helps you remember what you're trying to accomplish with a template if it has been some time since you used it and you don't remember.
- Naming can make your template look cleaner. When you associate a large amount of data to a tag, the appearance changes to show you everything that is associated with the tag.
- Below is an example of a nested ForEach loop with some Out Tags. The first image shows the tag without a Nickname, while the second shows the same template after giving the tag a Nickname.
Copying and Pasting Tags
We discourage copy/pasting tags as it can wreak havoc in your report. You can freely copy/paste a tag that has no data associated with it, however, once you assign data to it, you must be careful to select the whole tag (brackets and all) in order to move it and keep all the data intact.
Deleting a Tag
It is important to use the Delete Tag button in the AutoTag Ribbon to make sure that you have completely cleared the tag's hidden code from your template.
Where can I put Tags?
Tags can be added into the Body, Headers, Footers, Footnotes, Tables, and even into Textboxes. See these pages for further information:
Do Tags Show Up In My Final Output/Report?
Rest assured that your final report will not have bits of text that say "Set Tag" or "Query Tag" or "EndForEach." Instead, the tag is replaced by the actual data you assign to it. For tags like the Set or Query, they simply do not appear in the final document. See the example for Tags and Table/Cell Sizes below.
Do I create a new row or line for all the data I want to appear?
When you create a tagged document, you do not need to create a row or add new lines for all the data you anticipate to be returned when you Output. Instead, AutoTag automatically adds a row or line for each item that you tell it to; when you assign a set of data to a ForEach tag, it will create a row for each new piece of data that matches all the criteria that you set for it. (See the next example.)
Tags and Table/Cell Sizes
Even if your template looks too busy, or the cell height seems incorrect, the final report will have evenly spaced rows that accommodate the data you assigned to it.
Here, the tags have taken up enough space in the cell (under Product Name) that an extra line was needed.
Upon Output, the rows accommodate the actual text and number of rows of data that were selected.
Note that the all the tags under the Product Name cell had no effect on the cell height, and that rows have been automatically added for each piece of data. In addition, there are no visible tags in the final document.