Windward Beta Program

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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.

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  1. RESTful Engine Error Response

    While processing through a dataset I use the following code:
    if(report.GetStatus() == Report.Status.Error)

    What needs to be added is a way to see and report back to the user what failed. Why is the report in an error state.

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

    Hello Reporter,

    I wanted to follow up on this suggestion. We have made many improvements to the RESTful Engine in recent years, so I wanted to ask if this was still an issue for you. We are looking to improve our errors in the future to be more clear, so if this is still an issue we will consider adding it to that effort.

    Thank you for your suggestion.
    Adam Austin
    Product Manager

  2. 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 →
  3. Make Find/Replace work in header/footer

    AutoTag's Find/Replace works great in the main body of a Word document (for example, when a data source is renamed and you need to update the tags that use it), but it doesn't change anything in the header or footer. This isn't very user-friendly. A sample is attached that replicates the issue.

    I understand this is due to limitations of the Word/Office API, but if this can stay on the radar as something to fix if the Office API gets better, that would be great.

    5 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  4. Designer support for MSWord Comments

    When generating reports we would like AutoTag to provide the ability to create MSWord comments. Our reports can be quite large and require QA reviews. As part of our JSON we include a comments/notes structure. We'd like to take that JSON element and create a comment.

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

    Hello reporter,

    Could you please provide some more information on what kind of functionality you are looking for: making your comments in MS Word? The comments you have in your data, do you want them to appear as comments on the output? Are you wanting comments in your data to be shown in the template instead of the output?

    I look forward to hearing back from you.
    Adam Austin
    Product Manager

  5. Allow XML data source to be searchable

    We want non-technical business users to be able to author simple letter templates using an XML data source. Currently, the template author has to know the XML structure in order to be able to drill down to select their desired element in either the tag builder or the data bin.

    I would like my users to be able to search the XML structure. For example, if they want to include the customer's name in their letter, they could type in 'name', which would filter the XML elements displayed to them. The choice between /order/customer/name and /order/product/name then becomes obvious for…

    5 votes
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    0 comments  ·  Windward Version 13  ·  Flag idea as inappropriate…  ·  Admin →

    Hello Brooke!

    Search tree functionality has officially been added to the Tag Editor and released in 16.5.0. The same search functionality is targeted to be added to the XML Wizard in 16.7.0.
    Thank you for your request!

    Adam Austin
    Product Manager

  6. Excel dropdown lists not rendered in generated output

    Would like Excel Drop-down Lists to be available in generated output. Currently available in Word templates that can be used in both Word and PDF output but not able to do this with an Excel template.

    4 votes
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    1 comment  ·  Excel  ·  Flag idea as inappropriate…  ·  Admin →
  7. Expand the capabilities of meta data tree tool tips

    In the meta data tree, I would like the ability to modify the tool tip that is shown with newlines so that I can have a more extensive tip, and also with links so that users can get from the tool tip to company documentation.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Per Report Configuration for Engine

    I had to add "layout.document=off" in the web config file of .NET engine to enhance the performance of report creation. Time duration to create a particular report came down from 31 minutes to 7 minutes.

    Unfortunately, the config parameter "layout.document=off" is not suitable for all types of reports.

    In this context, per report config parameter setting would be useful, meaning the support for -


    1. "Overriding configuration of .NET/Java Engine from external program at run time"? AND


    2. Sending report specific configuration to the RESTfulEngine.


    would be rescuer in the above situation.

    Without this feature, product (Engine) is putting constraints to the…

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hello Reporter,

    We have reviewed this idea internally and I am happy to report that it has been accepted for development! I will update this ticket again when development begins on the functionality. Thank you for your idea, and please submit any other suggestions you have to improve our product.

    Adam Austin
    Product Manager

  9. Support for .NET Core via NuGet

    .NET Framework will have no ongoing releases, being replaced by .NET Core.
    All new development in our company is .NET Core.

    4 votes
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    0 comments  ·  .NET Engine  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add support for Office table styles to Excel templates.

    Currently, Office default table styles are not supported in tables in Excel templates, and don't appear in output generated from those templates. Formatting tables in Excel templates is basic functionality expected by Excel users, and limits the formatting options available for output generated from Excel templates.

    4 votes
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    1 comment  ·  Excel  ·  Flag idea as inappropriate…  ·  Admin →
  11. Possibility to add HTML header information for email templates

    Would be a big improvement to have the possibility to add HTML header information when creating an e-mail template, to define following fields of the email:
    - From
    - To
    - Subject
    When creating a letter-template, it's easy to add address information on the template, as the address is printed on a letter.
    More and more communications are sent via email. Windward should provide the possibility to add HTML header information. Adding Tags in the HTML header would give us the possibility to add ‘invisible’ but needed tags on a template.

    3 votes
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    1 comment  ·  Word  ·  Flag idea as inappropriate…  ·  Admin →
  12. 3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow for dynamic drop down based on amount of returned rows

    Currently, when a drop down is created in a cell (static or dynamic) the drop down is removed when the report is generated.

    Either add a Windward drop down function (ideal), or support Excel generated drop downs.

    Another helpful addition to this would be to make the drop down options distinct (optional, chosen by user).

    3 votes
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    1 comment  ·  Excel  ·  Flag idea as inappropriate…  ·  Admin →
  14. Need to have an ability to turn a link to QR code and printed from template

    Need to generate QR code from url link on a document. Thank you!

    3 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  15. HIDE/SHOW TAG with Flag for keeping/not keeping CALCULATIONS

    A TAG to hide all what is coming up after this TAG, this could be a large calculation, tables etc. A TAG to put at the end to show again what is coming after. This could be the same TAG with a hide/show flag.

    In the same TAG we could have an additional flag if the calculations between HIDE/SHOW are active or not.

    If would be very helpful if we could put this TAG between IF/ELSE/END_IF.

    3 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add support for page border functionality

    If I create a DOCX template with a border around the header and body but not the footer, the output adds the border around the footer as well. I'm attaching a sample template that demonstrates the issue and includes screenshots showing what is expected.

    Per Windward Support, Development says that the page border functionality is not currently supported by Designer. Since page borders are a pretty basic feature in Word, please look into adding support for all of the page border settings. While it's not critical functionality, it prevents me from designing reports with the precise output I want.

    3 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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…

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Hello Brent!

    I am trying to understand your feature request and understand how this differs from our current functionality offered by import tags. One approach I just tried on my machine was to make input parameters that correlate to each of the sub-documents in the output. The user can specify which sub-reports they want in their full report. I wrapped import tags that output sub-templates in an If tag so that the import tag only outputs the pages the user desires. This allows my report to output any combination of cover page, cover letter, report summary, and report details that the user defines. The final output report maintained the headers and footers of the master template that had the import tags, and I imagine this would be the case with other sorts of formatting as well: the master templates styles would be maintained while child report styles might get overwritten.

  18. Need Easy way to set either standard (1,321.36) or Euro (1.321,36) numeric formatting for OUT tags.

    An enhancement to the TEXT function that allows me to format numeric fields in either standard (1,321.36) or Euro (1.321,36) formats is required. The ability to select this in the "formatting" field would be perfect as I could reference a SET tag that I create based on user selections and then have one or the other formats flow through my document.

    3 votes
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    1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  19. Change "Apply" and "Close/Cancel" in formatting window to "Save" and "Cancel"

    If I want to choose a new/different format for a tag, I have to find it, click Apply and then click Close. It would be more convenient to simply click Save when I've selected the format I want and have the window close automatically instead of having to click Apply, then click Close. Fewer clicks = happier users. :)

    3 votes
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    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
  20. Validation to identify non-existent XML data sources

    I am currently building a new template with changing XML data sources and values.
    The values prove to be no issue as the new data is simply pulled into the Output.
    However, if the XSD/XML changes, say the data point name, then the Output just ignores the Autotag ie. null value inserted in Output. The validation tool doesn't identify 'broken' Autotags and actually states that the validation was successful. This also applies to the 'Preview' button, which returns a null but doesn't mention that the data point couldn't be found.

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