CardExchange - How to connect textboxes in card template to database fields

CardExchange - How to connect textboxes in card template to database fields

CardExchange Producer allows you to link text fields in a card template to columns in a connected database. This enables the text on the card to update automatically whenever you select a different record.

Prerequisite: Make sure your database is already connected to the card template. If you have not connected a database yet, follow the Excel Database Connection Guide.

Step 1: Open Card Designer

  1. Open CardExchange Producer.
  2. Select the card template you want to edit.
  3. Click Card Designer.


Step 2: Insert a Text Field

If your card template does not already contain text fields:

  1. Go to the Insert tab.
  2. Click Text.
  3. Click and drag on the card layout to create a text box of your preferred size.

Repeat this process for each text field you need.



Step 3: Open the Text Field Properties

  1. Double-click the text box you want to configure.
  2. The Properties window will open.

  1. In the Properties window, open the Content tab.
  2. Locate the Fixed value dropdown list.
  3. Change the selection from Fixed value to the database column you want to display.

For example, select the NAME column to display the name associated with each database record.

The text box should now display the value from the selected database column.




Step 5: Configure the Remaining Text Fields

Repeat Steps 3 and 4 for each text box in your card template.

Link each text box to the appropriate database column, such as a name or other information you want to display on the card.

You can also customize other text field properties, including:

  • Position
  • Text alignment
  • Border
  • Colors



Step 6: Test the Database Fields

  1. Exit Card Designer to return to the main CardExchange Producer window.
  2. Open the Records view.
  3. Select a record.
  4. Check the card preview.

The text fields should update to display the values associated with the selected record.

If the displayed information changes when you select different records, the text fields are successfully linked to the database.


      



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