This article will provide information about how to access and use the Tag Editor to manipulate your data. When you use a Tag in a template connected to a data source, AutoTag is writing a "Select Statement" in a query language -- it talks to your database and retrieves the information you want. The Tag Editor is used for the initial instructions of what the tag should do, and then the Select Statement Wizards help you refine and organize your data further.
To access the Tag Editor, simply double click on the tag you wish to edit, or select the tag, then click on one of the AutoTag Ribbons as shown below:
The Tag Editor Interface
The Tag Editor has 5 main sections whose options change depending on the Tag which is selected:
- Top Bar
- Data Tree Pane
- Query Tab
- Properties Tab
- Results Pane
(The image below uses an Out Tag and the Properties Tab is shown)
In the top bar of the Editor:
- select - Where the select is passed to the underlying data source.
- value - Where the select is placed as a string of text in the output.
- evaluate - Where the select is evaluated by Windward's macro evaluator.
Windward uses a set of rules to guess as to which of the above modes to use. However, you can explicitly force a specific mode by setting the first character of the select to !, =, or ' (as shown above on each item). Read about Windward Symbols.
AutoTag will always display the mode it is using on a select in the UI. In the tag builder if you set it to force a mode, it will place the first character only if that is not the guessed mode for that select.
- Preview - Once you have assigned data to your tag, click Preview to see what data is returned, or to check and see if there were any problems with your selections
- Wizard - Click this to launch the Select Statement Wizard. Depending on your datasource, an interface specific to that datasource and that tag will appear to help you refine or add to the information that you want to appear when you output. See Select Statement Wizards for more information.
- Equation - Click here to open the Equation Editor interface. This is very useful in Word when you need to have equations similar to those offered natively in Excel. See Windward's Equations for more information.
- Next, Previous - Click to move between tags and edit several without having to exit the editor. Tip: Keep in mind that when you click the Evaluate icon for an <out> tag that sits in a forEach loop, you will see only the first item in the data source and not the entire group of items.
- Save Tag - Make sure to save all the changes you just made!
Data Tree Pane
Use this section to expand, collapse, and view the nodes of your connected Data Source. You can assign your tag to a certain node here. (There are actually many ways to assign data to your tag, this is just one method). Note that when you double click on a node to assign it to your tag, the select icon is highlighted in the top bar.
You can choose to write your select statement here if you know the query languages, or you can view the query statement that the tag is building. It's a great way to learn more about query languages!
In addition, you can now drag and drop nodes from the data tree pane into the Query Tab's select statement field.
Once a query is listed in the Query pane you can right click anywhere to display the Query Editor window.
Further details on how to use the options in the Query Editor window can be found here.
The Properties for each tag will be different. For specific information about a tag, see its Tag Reference Page.
For Example, the Out Tag will let you determine the height, alignment, size, width, and wrapping of an image (if that what you have assigned to it), but the Link Tag will not provide those options since it does not deal with images.
When you select the Preview button at the top of the interface, the results pane will show the data which your tag will return upon output.