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Writing Hotdocs answers to a database file

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Wilson Lees Posted: Tue, Oct 3 2006 2:30 PM

I know it is possible to have Hotdocs retrieve information from a database file and insert it into a field but is it possible to have Hotdocs answers written to a database? The Hotdocs session would be an excellent way to gather information for a database.

Thanks

Wilson Lees

 

Wilson Lees Clackmannanshire Council Alloa Scotland (01259 452357)
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The current release of HotDocs (2006) allows you to configure the Database Connection to "write back" to a database.  You cannot use the Database Connection to add new records to a database, however, nor will it write to database field that was empty when the HotDocs assembly session started.  If you need to do either of these things, you will to do or arrange for some custom integration using the HotDocs API (Application Programming Interface) in order to write from a HotDocs session directly to a database.

One alternative to populating the database directly from the HotDocs session is to create a utility that periodically scoops up answer files and deposits their contents in the database in batch mode.

Another option worth considering is using a different front end to populate the database and then using the Database Connection to pull data into HotDocs.  If the front end is sufficiently flexible and configurable, you can add the ability to launch assembly of a HotDocs template, passing some piece of identifying data to the Database Connection, which can then retrieve all additional data needed. 

Bart Earle, CIC HotDocs Capstone Practice Systems 231 Woburn St. Lexington, MA 02420 bart@capstonepractice.com 781-652-8419 Skype: bvearle HotDocs development and training
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AdoptNeed replied on Tue, Mar 25 2008 11:54 PM

bvearle:
The current release of HotDocs (2006) allows you to configure the Database Connection to "write back" to a database.  You cannot use the Database Connection to add new records to a database, however, nor will it write to database field that was empty when the HotDocs assembly session started. . . . 

Can the 2008 version of HotDocs (Pro or Standard) "write back" to a previously blank field in an existing database record?

Thanks!

Birney www.AdoptNeed.com Adoption Law Office of Birney O'Brian Bull 420 West Broughton St. Savannah, Georgia 31412-0011 912-ADOPT-NEED
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