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Data Sources

PreviousMerge KeysNextGenerating a PDF Document

Last updated 9 months ago

Data Sources are used when generating PDFs from multiple records for label PDF generation. They enable you to specify the pool of records from which to generate labels.

  • Source: Table from which to retrieve records. This should correlate to the 'Source table' on the PDF Template record.

  • Query type: Specifies how to gather records for the Data Source. Typically, 'Filter Builder' is recommended. Scripted options are available for advanced use-cases.

  • Exclude since last used: Allows further filtering applied to data source

Data Source