Windward Beta Program

To truly succeed, we need your help.

Why you?

Because no one knows the products better than you, our customer. To deliver the best, most comprehensive software possible, we need to understand how you’re using our products today and how you anticipate using them tomorrow.

Your opinion counts at Windward.

It always has.

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.

Together we’ll pave the Windward road-map.

How can we improve the newest version of Windward Studios Products?

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  1. Make Conditional Formatting Rule Manager more user friendly.

    Dear Windward,

    Is it possible to make the option to define a condition on a tag more user friendly.

    A way to create a condition with a Condition Wizard (that let you select and compare nodes/variables/..) would be very helpfull.

    To select a color in the Format wizard, a color picker would also be very helpfull instead of entering hex values manually.

    Kind Regards Jochen

    21 votes
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      0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
    • Search functionality for JSON datasource

      It would be nice to have some searchbox in AutoTag Data Bin. Data source which we are using, have thousands of properties, so it would be faster to type few keys and filter appropriate properties.

      12 votes
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        1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
      • New variable type to support longer blocks of text

        I am creating a cover letter report. I want to set the default text for the body of the letter but allow the user to modify it prior to report generation, and it should have multiple paragraphs. The existing Text variable doesn't support line breaks, so this is not possible. Please add a new variable type (e.g., TextArea) that would be more appropriate for longer blocks of text than what was probably intended/envisioned with the existing Text type variable.

        12 votes
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          1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
        • Refresh Tags

          What if when a document was generated from a template instead of replacing the Tag with the data have the data replace the Tag friendly name. Then the generated document could be passed around modified and when all the changes are agreed upon then run the template again to get the latest values from the data source.

          Recently I've had several prospects ask for this kind of functionality and this is the only idea that I could think of that might allow users to refresh their data in generated documents.

          8 votes
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            3 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
          • 8 votes
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              0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
            • Blank page detection

              A way to identify if blank pages could appear if a loop that spans multiple pages. Or a way to remove blank pages.

              We have been having issues surrounding this and have had many defects raised around blank pages appearing in bulk bills.

              Thank you
              Adam

              Ticket number for support reference #18122

              7 votes
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                0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
              • ForEach order='row' - Too Many Queries

                When using a ForEach order=row inside another ForEach loop the number of queries performed multiplies e.g. If you have an outer ForEach loop which retrieves 5 entries, and an inner ForEach loop with order=row you get:
                - Call to initial outer ForEach
                - Call to initial outer ForEach
                - Loop over each inner ForEach (5 calls)
                - Call to initial out For Each
                - Look over each inner ForEach (5 calls)
                .. and so on until each entry in the Outer ForEach is resolved.

                If you use legacy mode on the inner ForEach you get a single outer foreach call,…

                6 votes
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                  0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                • wizard can't be used to specify repeated nodes

                  If we have repeated sections e.g.
                  <payments>
                  <payment>
                  <StartDate>30/07/2015</StartDate>
                  <NumberOfPayments>1</NumberOfPayments>
                  <Frequency>Monthly</Frequency>
                  <Payment>4824.8207</Payment>
                  <EndDate>30/07/2015</EndDate>
                  </payment>
                  <payment>
                  <StartDate>30/08/2015</StartDate>
                  <NumberOfPayments>35</NumberOfPayments>
                  <Frequency>Monthly</Frequency>
                  <Payment>696.29</Payment>
                  <EndDate>30/06/2018</EndDate>
                  </payment>
                  </payments>

                  And we want to specifically pick a value for the second repeated section we can tag this using payment/payment[2]/EndDate
                  This cannot be done through the wizard.

                  6 votes
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                    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                  • Preserve page number formatting across different sections in Word (AutoTag)

                    Currently in Autotag 12.5.37, when there are different sections in a Word Document that utilize different page number formats (e.g. i/ii/iii/iv/... and 1/2/3/4/...) and a document is generated from a data source, the formatting in the template does not come through and all page numbers default to the 1/2/3/4/... format, resulting in confusion for the reader.

                    Allowing for this capability will make it easier for Autotag users to maintain a more refined template where readers can more easily identify the section that they are reading and reduces rework for Autotag users.

                    Thanks!

                    6 votes
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                      0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                    • Bring back the Gauge Tag

                      While there are a lot of chart options available in version 14 of Auto Tag, as well as native Word charts, we would love to be able to use gauges for certain data depictions. Are there any plans to bring this tag back?

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

                        Gauges were originally removed as we switched the charting package that we use internally to ChartDirector. While this package does include gauges, the interface for selecting values for a gauge chart was not a straighforward implementation.

                        So we tabled the feature until it received a strong user request (the backend code is still available).

                        Now that you have posed an interest it is up for internal discussion again. We will keep you updated with the decision but knowing that there are actives requests definitely helps its chances for being reinstated.

                      • Output of Excel column auto-filters set in template

                        Given that your report generator effectively generates rows of data (in Excel format), it would make sense that the ability to setup auto-filters and have them show up in the output be there as well.

                        As it is now, all our customers who use the output generated from our templates have to manually go into each tab and turn on the column filters, as the filters we have setup in the templates to not make it to the output.

                        6 votes
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                          0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          4 votes
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                            0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                          • Throw exception if document output = Null

                            If I design a template, and the output results in no content displayed, can Windward send a system-level notification (e.g. throw an exception in the Java engine)?

                            Ideally, if the output is null, no document would be generated or sent, or Windward would communicate that the document is blank.

                            3 votes
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                              0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                            • I would love to have embedded documents updated

                              I would love to have a word template that has an excel (or power point) file embedded in the template, that also gets updated with the same pramteres. And if you could choose to use the embedded document based on a parameter, then you could switch it "On/off" depending if the output needs to have it embedded.

                              3 votes
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                                0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                              • acrofield Signature support

                                We could really use support for inserting acrofield for Signature to docx templates as it would be generated to pdf output.

                                I do not know any workaround to achieve this.

                                3 votes
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                                  0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                                • Open the Tag Editor window in the center of the screen rather than below the cursor

                                  Currently, when you double-click a tag to open the Tag Editor, the window is opened directly below the position of the cursor. That's fine if the tag is at the top of the window, but if it's near the bottom then the Tag Editor window is partially or even almost completely off the screen. I would prefer that the editor window open consistently in the center of the screen (or perhaps even better, optionally remember its last position and open there) so I don't have to drag the window to see its contents and so it appears consistently and reliably.

                                  3 votes
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                                    0 comments  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Variables in the Datasource URL of a Webservice

                                    At the moment I could not add dynamic parameters to the URL of a Webservice. For example I have the following datasource url:

                                    http://jsondatasource/api/Json/GetEmployeeByName?firstname=Martin

                                    but instead of the static value 'Martin' I need a dynamic variable value like

                                    http://jsondatasource/api/Json/GetEmployeeByName?firstname=${firstnameParam}

                                    Thx,

                                    Regards

                                    3 votes
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                                      1 comment  ·  AutoTag  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Dynamic Word Charts

                                      It is useful to re-use templates and just connect them to a different (similar) datasource. However depending on the values, charts can stop displaying properly. Legends may get cut-off for example.
                                      It would be nice if charts were smarter and automatically adjusted to new data.

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