Data Pipelines
You use Data Pipelines to access data that needs to be displayed on the document - ie. it connects the template to the QuickEasy database. The Data Pipelines can be viewed in the Data Tree in the top right of the form designer. The Data Tree lists the pipelines grouped according to module.
Each Data Pipeline contains a list of fields. These fields are displayed in the panel below the Data Tree and can be dragged directly onto a Template.
We recommend that you always preview a Template, in the module for which it has been created, before you open the Form Designer - this ensures that all the Data Pipelines and their corresponding fields are visible in the Data Tree.
QuickEasy Data Pipelines
Following is a summary of the Data Pipelines that are typically used on templates that print from Transactions:
| Data Pipeline | Description |
|---|---|
| My_Company | My company details for use on document headers and footers |
| Active_User | The User who is logged into QuickEasy |
| Trans_All | Transaction Header - lists all the open Transactions |
| Trans_Rec | Transaction Header - lists the selected Transaction only |
| Trans_Company | Customer/Supplier - lists details for the selected Transaction |
| Trans_Contact | Contact - lists contact details for the selected Transaction |
| Trans_AssignTo | Assigned to - lists Assigned to details for the selected Transaction |
| Trans_Rep | Sales Rep - lists Rep details for the selected Transaction |
| Trans_CAA | Displays the Ageing for the Customer on the selected Transaction |
| Items_All | Transaction Items - lists all the Items for the selected Transaction |
| Items_Rec | Transaction Item - lists the selected Transaction Item only |
| Items_Note | Displays the Note for the selected Item |
| Est_Qty_Price | Estimate Qty and Price details for the selected Item |
| Est_Finishing | Estimate Services for the selected Item |
| Est_Material | Estimate Materials for the selected Item |
| Est_Outwork | Estimate Outwork details ffor the selected Item |
| Est_Outwork_Prices | Supplier Prices for the selected Outwork Item |
| Est_Summary | Estimate Price Summary for the selected Item |
| Est_Desc | Estimate Description for the selected Item |
| Est_Spec | Estimate Specification (Applicable to Estimate types only) |
| Est_Images_Rec | Estimate Images for the selected Item |
| Est_Images_All | Estimate Images for all the Items on the selected Transaction |
| Est_Mat_by_Comp | Group Materials on an Estimate at detail level by Component |