Create a data source document to use with the variable data document
workflow in FreeForm Create.
Keep in mind that FreeForm Create only
supports data source documents in .xlsx,
.xls, or .csv
formats. To create a data source document for the variable data
document workflow, use a spreadsheet application that can save the
document in a supported format.
In the variable data
document workflow, a data source document to provides the variable
information used in the combined document.
-
From your
spreadsheet application, enter variable names in the first
row. Use one variable name per cell.
-
The first row of the spread sheet functions as
column headers and names the variable fields.
- Columns specify the variable field.
- A
data source document with 10 columns will have 10
variable fields.
-
Denote image type and barcode type variables in the first row
with file accelerators.
Variable type |
File accelerator |
Example column header |
Variable entry in data
source |
Variable file location |
Image |
[] |
[]images |
C:/users/John/pictures/pic001.png |
C:/users/John/pictures/pic001.png |
Image |
[] |
[C:/users/John/pictures]images |
pic002.png |
C:/users/John/pictures/pic002.png |
Image |
[~] |
[~]images |
/images/pic003.png |
C:/users/John/project/images/pic003.png
When the data source file is located at
C:/users/John/project
|
Barcode |
| |
|barcodes |
URL:http://examplesite.com/barcodes/A001 |
http://examplesite.com/barcodes/A001 |
-
Enter the records.
- Each rows specifies the variables for a single
record.
- A
data source document with 10 rows will have 10
records.
- Save the file.
Note: FreeForm Create
requires the data source document be in
.xlsx,
.xls, or
.csv formats.