Example: Auto input Customer information according to Customer ID
Task
We will set a 'Data Fetcher' to automatically fill the customer information
according to the customer ID.
Background
- 'Customer' report template is created and well defined.
- Actual 'Customer' reports are created.
- 'ExistingCustomerIDList' is defined at 'Data Selection'.
Steps:
- Open Excel, and login with 'matt', then open 'Order' template.
- Choose 'Template' - 'Define Data Fetcher', then choose 'New' at the pop-up window.
- Input the 'get Customer INFO from CustomerID' as the name, and choose 'Automatic'
as the firing method.
- Click [1: Data Source], then choose "Customer_Main" and "Customer_Details"
by double click them.
- Click [2: Filter Conditions]
Double click the "<Customer_Main>" from the 'Category' at the left side of
the table. Then choose 'Customer_Main.CustomerID', and double click it.
click [=] button;
In the same way to select 'Customer_Main.CustomerID', we choose
'thisReport.sheet1.CustomerID' from the <thisReport>:
Once you see the equation, you can click "OK" to go back..

- Click [3:Filling Methods], choose "Order_Main"; then double click fields
to loading data as the following graph:

- Choose intended data at 'Filter Condition' window, then double click it to select
(in this case, double click 'Customer_Details.ContactName' at the 'Customer_Details' table).
then click 'OK' to continue.
- When you have select 'Customer_Details.ContactName', you can click the cell at the
'Open' column, then choose 'Set Value' from the dropdown list. Then choose all the field
names to be filled just like the following graph:

- Back to the main window for Data Fetcher, it would look like the following graph:
