Adding the d.velop Data Source for properties extension

In order to extend the dox42 basic template HelloDokID.docx, you can load more document properties from d.velop documents. Therefore, you can use the d.velop data source.

Steps

1. Copy the template HelloDokID.docx and its data map to HelloDokIDDetails.docx.

2. Go to the dox42 ribbon and select Data Map.

   

   The Data Map Designer opens.

   

3. Select the d.velop button.
   The Alpin d.velop DMS Data Source window opens.

4. Fill in the information as follows:

   

5. Select Connect.

   Note

   For a  description of the parameters see Parameter: d.velop Data Source

   Important

   Please note that the two parameters D3 Base Uri and D3 Api Key should never be configured directly in these fields in plain text. This is only allowed for testing and local calls. After that, these fields must be empty or filled for third-party systems via a parameter (e.g., <%Konfig.d3ApiKey%>). These parameters are automatically filled from d.velop documents.

   The connection to the configured d.velop documents is established, and all data fields are loaded.

6. Select the Test button to display the entries in d.velop documents and thus to confirm the correct functionality. Temporarily, a query of the access data appears for setting up the template.

   

7. Select OK to confirm the data source.

   

8. In the Data Map Designer, go to File > Save and close the data map.
   All properties from d.velop documents are now available in the data fields.

   Note

   The properties are loaded depending on the provided document ID.

   

9. Extend the template and fill it with the data of the document (Customer Name 1).

   

10. Since the template is saved in d.velop documents, the call can be configured as before.

    

11. Test the call.

Result

You have connected the d.velop data source to d.velop documents in order to extend the template. In the generated document, you can find the additional properties: