Loading ...
Make the data in your external systems part of your workflows.
Some Documenos® modules can be configured to read data from or write data to external sources. All it takes is to first define the connection as a "Data Source".
The Organizational Chart can be read on a regular schedule from an Excel file in the administration panel. For this, the Excel file must be defined as a Data Source.
If an advance of more than 1000 USD is requested on an "Assignment Form", the accounting manager's approval can be required. After approval, some of the form's data can be saved to an MS SQL Server database from within the signature and approval chain; for this, that connection must first be defined as a Data Source.
For a database connection, you enter the server name or IP address, port, database name, user credentials and any extra parameters if needed; the system builds the connection string itself. File sources point to a file in a selected subdirectory of one of the Documenos® storage areas.
A source defined once can be used from different parts of the platform.
"Read Record from Database" and "Run Command on Database" actions in documents, forms, processes, workflows and tasks; parameters are filled from form fields.
Flagged MS SQL, PostgreSQL, MySQL and MariaDB sources can be used directly in the business intelligence dashboard designer.
Data is transferred from Excel and text files to the organizational chart, users or a dataset at intervals you define.
Source columns are mapped to target fields, and the import interval is set in minutes. You choose one of three modes: insert only, insert and update, or insert, update and delete records missing from the source.
Before saving, verify with a single click that the connection or file can be read.
Each data source belongs to a company; in a multi-company setup, sources never get mixed up.
Viewing and editing sources are granted through separate permissions; sources can be set active or inactive.
Adding, updating and deleting data sources are recorded in the system log.
To open the list, open the Control Panel; on the System Management tab, click the "Data Sources" link under the Data menu option.
