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  • 1.  Reuse data from a solution in another template

    Posted 09-21-2022 05:30
    Hi,

    I'm working on Evolve to design forms and I'm looking to create a template that will recall part of data from a document created by another template.
    I'll try to be clearer:

    1- A user will create data for a list of Materials with a template A under a request ID xxx.

    2- A second user will use a second template B to create other data. In this tamplate I would like that the user selects the request ID xxx to retrieve the list of created Materials.

    How would this be done? How to query the data of already created requests?

    Thanks in advance for the help!

    Regards,

    Skander

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    Skander HASSAYOUNE | Data Operational Excellence Manager
    Hager Group
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  • 2.  RE: Reuse data from a solution in another template

    Employee
    Posted 09-22-2022 11:47
    I think what you are trying to do can be achieved by using Solution Data Libraries. 
    They can exchange data between 2 different solutions /templates. 
    https://docs.winshuttle.com/evolve-en-20-2-online-help/solution-developer-help/solution-data-library.htm?tocpath=Evolve%2020.2%20Online%20Help%7CSolution%20Developer%20Help%7C_____16

    You would create the SDL in Solution1 under Solution Data and publish the key fields to it like ReqID, Materials created etc
    and Solution2 should be able to read the SDL as a Data Connection. 
    Please give that a try and let us know if that helped. 


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    Jayasri Varyani | SE
    Winshuttle North America |
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  • 3.  RE: Reuse data from a solution in another template

    Posted 09-23-2022 06:58
    Hi,

    Thanks, that's helped me a lot for this first development.

    The links for "Update Solution Data Library plug-in" and "Export Repeating Group plug-in" in the online help for Evolve 20.2 are not accessible and I got a error 404... So I relied on the Evolve 20.1 online help page.

    I succeeded in creating a Solution Data Library where I can store the form ID (here WS_Process_ID) and the list of materials I created with the Form, which looks like this:

    To do so, I create two plug-in in the workflow to populate the SDL:
    I created an "Export Repeating Group plug-in" to insert the list of created materials:

    Workflow is like this:

    And here the parameters for the plug-in:


    Thanks a lot for the help!

    Regards,

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    Skander HASSAYOUNE | Data Operational Excellence Manager
    Hager Electro SAS | +33.388495050
    ------------------------------