Windward Beta Program

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Because no one knows the products better than you, our customer. To deliver the best, most comprehensive software possible, we need to understand how you’re using our products today and how you anticipate using them tomorrow.

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It always has.

In this spirit, we’re launching our new Windward Beta Program as a way to standardize our testing and feature collection. As a member of this program, you’ll have exclusive access to the Windward Beta community and features portal.

Together we’ll pave the Windward road-map.

  • Hot ideas
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  • My feedback
  1. Access Tags through API

    It would be great if the tags were accessable throrough the Report object in the API. This would allow us to create the datasource necessary to support the template by interrogating the template.

    In my case, I want to be able to create the template using a complex schema. Then when it comes time to generate the reports through the Engine, I can build the actual XML dataset that would only contain the data that template needs.

    I'm sure others would come up with other uses for this. It would seem this is already something you must have for AutoTag…

    32 votes
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    under review  ·  2 comments  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →
  2. Make Conditional Formatting Rule Manager more user friendly.

    Dear Windward,

    Is it possible to make the option to define a condition on a tag more user friendly.

    A way to create a condition with a Condition Wizard (that let you select and compare nodes/variables/..) would be very helpfull.

    To select a color in the Format wizard, a color picker would also be very helpfull instead of entering hex values manually.

    Kind Regards Jochen

    27 votes
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    1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow Data Validation to propagate to the new document.

    Data Validation constrains the values of a cell to items in a predetermined range. This would allow selection lists to be populated by AutoTag select statements.

    23 votes
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    under review  ·  7 comments  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →
  4. Variables in the Datasource URL of a Webservice

    At the moment I could not add dynamic parameters to the URL of a Webservice. For example I have the following datasource url:

    http://jsondatasource/api/Json/GetEmployeeByName?firstname=Martin

    but instead of the static value 'Martin' I need a dynamic variable value like

    http://jsondatasource/api/Json/GetEmployeeByName?firstname=${firstnameParam}

    Thx,

    Regards

    21 votes
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    2 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for reporting this idea.

    I have started reviewing this request and will update the ticket again when we have a decision on weather to incorporate this request into our software.

    Thank you, and please submit any other ideas you have!

    Adam Austin
    Product Manager

  5. Extend the XPath Wizard to support functions

    You recommend that we always use the XPath Wizard to create tags, but as soon as we want to use anything other than the most simple XPath expression, we have no choice but to write it by hand.

    Extending the XPath wizard to support standard XPath functions (e.g. count, addition, etc) would allow us to always use it to construct our tags.

    In our conversation with Ryan yesterday he recommended that we always use the XPath Wizard for creating tags. Is there any plan to extend the wizard to support XPath functions, e.g. count, addition, etc? As it stands, there…

    19 votes
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    under review  ·  3 comments  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →
  6. Refresh data source

    I think it would be useful to have an ability to quickly re-read a data source using some kind of button in the ribbon. For example, if I have an XML data source and its structure is changing while I'm working on a report, I have to go to the Data Sources, click Edit, Test, OK.

    17 votes
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    1 comment  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →
  7. I need better error handling

    Just been working for a couple of hours now, but I found error handling to be poor. Exceptions are thrown with no clear error messages. Documentation is missing (TagException seems bo no exist according to the knowledge base).

    16 votes
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    1 comment  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →
  8. New variable type to support longer blocks of text

    I am creating a cover letter report. I want to set the default text for the body of the letter but allow the user to modify it prior to report generation, and it should have multiple paragraphs. The existing Text variable doesn't support line breaks, so this is not possible. Please add a new variable type (e.g., TextArea) that would be more appropriate for longer blocks of text than what was probably intended/envisioned with the existing Text type variable.

    15 votes
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    under review  ·  2 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  9. Justified Alignment With Condensed Font Spacing

    Justified alignment with condensed font spacing is resulting in left alignment instead of justified alignment in the PDF output. A basic template attached to this request can demonstrate this issue.

    9 votes
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    1 comment  ·  .NET Engine  ·  Flag idea as inappropriate…  ·  Admin →
  10. 9 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  11. Dynamically colour table cell backgrounds in Report Designer

    Hi

    We would like the functionality to dynamically input coloured table cell backgrounds in our template. The colours we use are pulled dynamically from our data source and are defined by our clients, therefore the conditional formatting of table cells is inadequate as the conditional formatting always requires a hard-coded value to be present in the template to compare against.

    9 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →

    Hello reporter!

    I have started the review process for this idea and will update this ticket when we decide weather to incorporate your idea into the software. This request seems similar to me to other requests for the ability to specify property values using template variables. I will update this ticket again when I have more information on when this functionality could be expected. Thank you for your idea!

    Adam Austin
    Product Manager

  12. Expand date parsing to other standard formats

    Currently, AutoTag is able to parse dates stored in ISO format (e.g. "2017-09-12T00:00:00.000Z" stored with the toISOString JavaScript method) without any additional input from the user beyond specifying a date output format and type. However, it throws an error when other standard formats are used, such as that generated by the toDateString JavaScript method (e.g. "Tue Jan 12 2017 00:00:00 GMT-0000 (UTC)"). A workaround may be to spell out the format in the Input attribute on the tag, but this is cumbersome and not user-friendly. It would be better if AutoTag natively parsed standard formats other than ISO.

    9 votes
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    under review  ·  3 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create functionality in Java Engine to skim document template variables/nodes

    As per Request #12304, only AutoTag is able to skim the variable paths from the document template. Java Engine does not have a method/functionality to retrieve all the variable paths ('Data/books/authorName'). WIll you be able to cater this request in the Java Engine? Thanks!

    9 votes
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    under review  ·  1 comment  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →
  14. AutoTag not to process an Excel spreadsheet

    Add the possibility in Excel to tell AutoTag not to process a spreadsheet when generating a report as an Excel file.

    It would be useful to create a PivotTable in a spreadsheet in the template file and then have it in the generated Excel report.

    6 votes
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    under review  ·  2 comments  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →
  15. Merge the printed documents

    We have letters printed based on the letter (unique)id so when there are 100 letters for example we do have 100 letters(documents) printed which is great and that is how we anticipate the outcome, along with that we have a mail merge process that merges all 100 individual letters to one document, this way the team which prints the letter will have to send the one file to the machine for printing all 100 letters instead sending 100 different individual letters. I want to check and see if we have any process that merges individual printed letters to one single…

    6 votes
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    under review  ·  1 comment  ·  RESTful Engine  ·  Flag idea as inappropriate…  ·  Admin →
  16. Include multiple templates in Office (DOCX/XLSX) output

    We would like the ability to include multiple reports in a single Word or Excel document without having to have everything in a single template. For example, many of our users have a cover page, cover letter, quote summary, quote details and other reports that they may or may not include in a proposal. This is fine in PDF, but only one report at a time may be selected in Word/Excel format. For various reasons, we encourage users to choose PDF output, but sometimes they need access to the other formats and currently have to generate one document at a…

    6 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Bring back the Gauge Tag

    While there are a lot of chart options available in version 14 of Auto Tag, as well as native Word charts, we would love to be able to use gauges for certain data depictions. Are there any plans to bring this tag back?

    6 votes
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    1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →

    Gauges were originally removed as we switched the charting package that we use internally to ChartDirector. While this package does include gauges, the interface for selecting values for a gauge chart was not a straighforward implementation.

    So we tabled the feature until it received a strong user request (the backend code is still available).

    Now that you have posed an interest it is up for internal discussion again. We will keep you updated with the decision but knowing that there are actives requests definitely helps its chances for being reinstated.

  18. Add Duplex option to the DirectoToPrinter method

    Allow the output when using the DirectToPrinter method to be printed double sided.

    5 votes
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    0 comments  ·  .NET Engine  ·  Flag idea as inappropriate…  ·  Admin →
  19. acrofield Signature support

    We could really use support for inserting acrofield for Signature to docx templates as it would be generated to pdf output.

    I do not know any workaround to achieve this.

    3 votes
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    under review  ·  1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  20. Would like the RESTful engine to be able to return plain text instead of base64 encoded response for CSV output

    Would like the RESTful engine to be able to return plain text instead of base64 encoded response for CSV output requests. Currently, all responses are returned base64 encoded which wouldn't be necessary for a CSV report just plain text would be better.

    3 votes
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    under review  ·  0 comments  ·  RESTful Engine  ·  Flag idea as inappropriate…  ·  Admin →
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