Creating a Document Export Query with Configurable Joins

To create a document export query with Configurable Joins, you will:

    1. Create a query on the Document base and configure the required settings.
    2. Add exports and filters as needed.

 

Currently available in Test Environments only!

We are currently in a gathering feedback phase regarding the Configurable Joins Document query base; therefore, this base is only available in Test Environments.

 

Creating a query on the Document base

  1. From the main navigation, select Queries / Reports.
  2. Click New Query.
  3. Select New Query. Configure the following settings:
    • Type: Configurable Joins
    • Category: Related
    • Base: Document
  4. Click Save. The query summary page appears. 

Configure_New_Query_Settings.png

  
  1. On the right of the query summary page, select Edit Properties and configure the following settings:
    • Limit Rows: 5000
      • There is a strict limit of 5,000 documents per query execution. Ensure that this setting is configured with a value of 5,000 or less.
    • Execution Options: Retrieve only the new records since the query was last run
    • Fetch Behavior: Preserve where clause on fetch if required by one or more filters.
    • Queue: None (default)
      • The queue setting is incompatible with a document export. Do not adjust this setting.
    • Secondary Key: Leave blank
      • A secondary Key is not required for Document Export queries built using the Configurable Joins - Document base! This setting was previously required due to how the Slate Template Library - Document Export (Application) base was constructed.
  2. Click Save.

Edit_Properties_Settings.png

 

Standard exports

Among others, the exports pdf:xml and pdf:file are available from the Document base as Direct Exports (as they were in the Document Export (Application) base).

Exports_-_pdf-xml__pdf-file.png

 

  Important!

 

Adding these exports to a query on the Document base will prepend the export names with "Document. "

You must remove the prepended "Document " text to function as a document export query. Click Rename Exports and remove this text before proceeding.

Rename_Exports.png

 

Replacing custom SQL with Subquery Exports

If you used Custom SQL to customize the pdf:xml or pdf:file exports, you can rebuild and customize these exports using Subquery Exports

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