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About Export/Send Templates

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About Export/Send Templates

Using Export/Send Templates, you can perform the following operations:

  • exporting data to a text file (txt, csv, xml, etc);
  • generating a web page;
  • creating and sending e-mails directly from your database or using an external e-mail client (Outlook Express, The Bat, etc). Learn more...
  • copying data from your database into the Windows clipboard to insert it into any application later on;
  • inserting data from your database into an open Microsoft Word document or generating MS Word documents automatically based on the database data.

These operations are united into one section as all of them are actually used to transform database records into text. The Export/Send Template, therefore, defines the type of the result document(s) - (E-mail, Ms Word File, etc), and the document content.

The content of the Export/Send Template is specified with a set of areas from which a final document is built up. Every area represents a text formula; that is, beside a plain text, it may contain database fields, variables and so on.

For example, let us review a template containing the next areas:
Start Part: List of My Items.

Item Title, Price
---
Record Data: [Title], [Price]
End Part: ---
Report End

At exporting three records using this template, we will get the following document:
List of My Items

Item Title, Price
---
Phone, 100$
Car, 12000$
TV, 240EUR
---
Report End

That is, data from three records was united into one single text, tags [Title] and [Price] were replaced with values of the corresponding database fields.

You can also create templates that will process every record separately. It means that you can get the following items as a result:

  • separate web pages;
  • separate text files;
  • separate Word documents or e-mail messages for each record.

Let's review an example of creating a template for e-mail notification with the help of records containing information about clients. This template will have the following three areas:
To (E-mail): [Mail]
Subject: Happy New Year!
Body: Dear [Title] [Name],
I wish you Happy New Year!
Tom.

When this template is used for three records, three e-mails will be sent:
To: bill@gmail.com
Subject: Happy New Year!
Dear Mr Gates,
I wish you Happy New Year!
Tom.

To: mary@yahoo.com
Subject: Happy New Year!
Dear Ms Watson,
I wish you Happy New Year!
Tom.

To: ted@mycompany.com
Subject: Happy New Year!
Dear Dr Jones,
I wish you Happy New Year!
Tom.

Depending on the template type, it may have different number of areas and additional settings.



All topics in the "Export/Send Templates" section: