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Data Tabs

The data tab offers you the option of automatically generating customized metadata in the form of a JSON file. These can then be used, for example, to evaluate the template in business intelligence tools such as PowerBI or to integrate it into the workflow automation by Power Automate.

Activation

Info

This feature is only available in the unlimited plan.

 

In order to be able to use the data tab, you must first activate it. To do this, after creating a new tab in your template under "Options", you can set "use as a data tab".

Set Up 

Basically, the data tab is structured like a normal tab in your Lawlift template. The division takes place in headings (as namespaces) and paragraphs (as data fields). You first insert a new namespace and can insert the data fields below it. The data fields belong to the namespaces like paragraphs to headings. Within the data fields, the data must always be formatted as a key-value pair.

As soon as you export the data tab, it appears in JSON format as follows:

 "{" Namespace1 ": {" key1 ":" value1 "," key2 ":" value2 "}}" 

In addition to the division into namespaces and data fields, it is also possible to indent individual namespaces or data fields. 

Example:

The correspondingly generated JSON file is output as follows:

What possibilities does the data tab offer?

The information contained in the data tab can be regulated individually as known from normal tabs. You can combine placeholders and inline rules with the various information and connect them to the questionnaire so that the respective data that you want to export and receive in JSON format is completely individualized and based on the answers to the questions.

The following rules should be observed:

  1. Namespaces that are on the same level must be named individually.
  2. The namespaces themselves must not contain any rules or placeholders.
  3. Namespaces can only contain letters from AZ, numbers from 0-9, and "_".
  4. The format of the key-value pairs ("key: value") must be adhered to.
  5. All data fields on one level must contain individual "keys".
  6. "Keys" cannot be represented dynamically with rules or placeholders. This is possible for the "values".
  7. "Keys" may only contain letters from AZ, numbers from 0-9 and "_".
  8. "values" can contain any information.

Example:
Here, you will find an example of how metadata from an employment contract can be queried via a data tab and exported as JSON format. While answering the questions, the data is generated in the data tab and automatically delivered as a JSON file when the Word document is exported:

Publication Mode

You can also use data tabs in publication mode

If you don't want the users to export the JSON file as well, you can prevent the data tab from being exported. First, select the Data Tab in your template. Then click on the OPTIONS button at the top right of your window and there on the Data Tab (in the example DATA: DATA TAB). Here you remove the check mark under "Include in export". The data tab will now no longer be exported. 

If you do not want the users of the publication to see the data tab, you can specify in the options of the template that it is not visible.

 

 

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