(Dansk version)

Overview

SQL views are virtual tables that focus, simplify and present just the information you or others need. Views are very practical when you need to provide users with access to selective portion of the data from one or more database tables. DocuNote SQL View is an additional module that allows you with no programming knowledge to define custom views on certain objects in the database, such as case types or contacts and companies under your address book. Later, SQL views can be easily imported into the reporting tool (for example, Microsoft Excel or Access), MSDB database, ODBC Provider database, etc., and be displayed in a friendly format.

How does it work?

Whenever you define a custom view, DocuNote builds an SQL query statement based on specified criteria. This SQL statement is stored on the database server and can be referenced then like any other table in a database.

At first, you must create two SQL view accounts in the database. The first one will be for DocuNote users allowing them to create SQL views. The second account will have a read-only access intended for users to retrieve data from views into applications like MS Excel.

Bemærk venligst:

• You need the module role "Manage SQL view accounts" to create SQL view accounts in DocuNote. Se Module roles - Roles & Permissions

Setting Up SQL View Accounts

1. Navigate to the Backstage panel and under System administration chose System setup

2. Under the pane Documents and cases chose Create SQL View account under the list Integration

   

3. In the Create SQL View accounts dialog box provide User name and Password for the administrator access to SQL server and click OK*.*

<aside> ⚠️ Please note:

• It requires an SQL user with SA (System administrator) privileges on the database to be able to create the 2 users. </aside>

<aside> ⚠️ Tip:

• To enlarge the screenshot, right-click it and open in the new window. </aside>