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You are here: EASA 6.1 » Author Guide » Tree Objects » READ CASE DATA

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READ CASE DATA

Guide Section: Processing Events and Performing Actions
EASAP Tree: EVENT PROCESSING > ACTION

READ CASE DATA:

  • Is part of the Excel Client functionality
  • Will make any number of CASE VIEWER columns available as LISTs within an EASAP
  • Will retrieve fields from case records without having to open Excel

READ CASE DATA
Essential Parameters:
Case Ids: SCALAR (or LIST) with case ID(s) from a CASE VIEWER, example below
Columns:Select which named ranges to retrieve from the database and display
Lists:Enter a comma-delimited set of list names to be created when the column data is read
Must have one name for each element in Columns:
Optional Parameters:
Delimiter:Character to delimit object references in Columns: or Show if: (default: %)
Do if:Logical expression if true action is performed, otherwise not
Pattern:Display dates in this format (default: dd-MM-yy see Date formats in an EASAP)

An example

Here we add READ CASE DATA to the Excel Client version of the Mortgage Calculator EASAP to retrieve three fields from a list of cases.

  1. Create a new explicit LIST of case IDs via CASE VIEWER > Displayed Cases:
  2. Retrieve fields from these case records via READ CASE DATA
  3. Display the case records in a TABULATED DATA

1. Download and import https://help.myeasa.com/resource/MortgageCalculatorEDC.easap

  • Modify case_viewer1
  • Set Displayed Cases: cases_to_display
  • Right-click layout_panel_buttons
  • Select 'Sibling > Add BUTTON' rename it button_read_cases
  • Set Label: Show cases

2. Add a READ CASE DATA to take one or more case IDs and retrieve fields for each of them:

  • Right-click button_read_cases
  • Select 'Child > Add READ CASE DATA'
  • Set
    • Case Ids: %cases_to_display%
    • Columns: loan_amount, approx_mo_pay, term
    • Lists: amount, monthly, term

3. Under layout_panel_buttons add a new LAYOUT PANEL:

  • Right-click it and select 'Child > Add TABULATED DATA'
  • Set
    • Column Titles: Loan Amount, Monthly Pay, Term
    • Columns: amount, monthly, term

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