Link Template Cells to Database Fields

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In step 3 of the Template Wizard, specify which worksheet cells map to particular database fields.

Add a routing slip for distributing the form   If you want to route the form electronically, you have the option of adding a routing slip in step 5 of the Template Wizard. Other ways you can distribute the form include sending it through electronic mail and posting it on the network. For more information, see Distribute Documents Online.

Need to make changes to your template?   To modify a template you’ve created, open the template workbook. Click Open (File menu), select Templates in the Files of type list, and then select the template you want to open. Click Template Wizard (Data menu) to modify the template. You can change the template’s name, the database location, cell-to-database field linking, and the routing slip. However, you cannot add fields to a database you’ve already created.

Link Data from Other Workbooks to the Database

If you have other workbooks whose data corresponds to the workbook you are basing your template on, you can link them all to one database. The data must be arranged in the same way as the workbook the template is based on. Specify the duplicate workbooks in step 4 of the Template Wizard.

This option is useful when you have already copied an existing workbook (in effect used it as a template), changed the data, and saved each copy with a new file name. Using the Template Wizard enables you to compile the data from all the workbooks into the same database.

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Want to know more?   Look up Getting Results - Invoices in Help.