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Windward

Link Tag Tutorial

Overview

Explains how to link a piece of content to a website.

Background

Suppose you want a piece of content, such as an image or a bit of text, to contain a link to a website. If the URL is static (ie. doesn't change), you can simply create the hyperlink in the template via the appropriate Word, Excel or PowerPoint command.

But what if the URL is stored in your data source and is dynamic? You need a way to call upon that up-to-date URL when the report is generated without having to manually check the link each time.

This is where the link tag comes in handy. The link tag tells the report that when the template is run to go to the data source, grab the desired URL, and insert the link into the report. To use the link tag, you simply put the link tag before and the endLink tag after the content to be linked.

Instructions

Step 1

 

Connect to the LinksDemo.xml datasource provided with the AutoTag install.  The default location for the sample datasources provided with AutoTag is C:\Users\<username>\Documents\AutoTag\data. (Click here for instructions on connecting to datasources).

 

LinksDemo.xml is sample data created for the purpose of creating links for this tutorial. The LinkTag feature must obtain the url’s from a data source.

Step 2

Select a Link tag from the tag icon located under the AutoTag tab on your menu

 

Link Tag.PNG

A link tag will appear! To the right of the colon to the right of the tag write what you want to appear on your document for users to click on. For the purpose of this example we will write Windward because that is where the link will send us. You can modify the phrase or word to the right of the colon so users will know your link exists. This is shown below

[link:Windward

All link tags must end with an end Link tag to operate. To the right of your phrase or word place your end Link tag beside it.

[link: Windward:link]

Step 3

Inserting the URL. The link now must be added through your data source to complete the tag. To do this click once on the link tag (the one on the left not the end link tag) and go to the data tree located under the AutoTag tab on your menu. This should highlight the Data tree once the link tag is selected.

Selected Link tag.PNG

 

Clicking on the Data tree will pop down a window with the data source groups. The “link” group contains the URL node.  The first URL in this datasource is the Windward website.  Click on the URL node in the data tree to add that value to the link tag.

Note:  Remember that an out tag will only return the first record in the datasource.  This is OK for the purposes of this sample.  If we wanted to return a list of all the links in the URL node, we would use a forEach tag.

Select node for link tag.PNG

 

 

The URL is now placed into the link tag and our tag is complete. The tag will look like this:

   Link tag populated.PNG

Save and choose an output and the link will be fully functional!

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