Templates, Increasing Durell Data Fields

There are over 1,000 data fields in Durell. If Durell sent all of these to Word when starting a letter it would load very slowly. As you only need around 70 of these data fields, only that group, or “Data set”, is sent. This standard group is called “Standard”. To add more fields to the “Standard” data set, starting from the Durell Main Menu…

Click “People”
Click the green “W” button on the toolbar (top right of the screen)
Click “New doc” button
Click “Setup”
Use the “Select table” drop-down to select the table (e.g. “Policy details 1”)
In the “Select fields” list, click and highlight the field you require (e.g. “Reference”)
Click the “>” button to move the highlighted field into the “Selected” list
Click the “<” button to remove the highlighted field from the “Selected” list
Click the “|>” button to select all of the fields in a given table (n.b. not recommended, as likely to be slow and cause Word to crash)
Click the “|<” button to remove all of the fields in a given table
Continue selecting other fields from other tables, as required, then…
Click “Save” to save the revised data set
Click “Close”

The numbers in red next to “Select fields” and “Selected” respectively show the number of fields still available in the current table and the number of fields so far selected in total.

Ordering Your Data Fields

By default your data fields will be listed in the order that they occur in the Microsoft Access tables used by Durell. If you’d prefer to list them in some other sequence then clear the tick and re-order them via the “Move” buttons, at the end of which you must click the “Save” button.

Notes

It is possible to have a number of data sets, but as this is confusing you are recommended to use one data set only, and leave it called “Standard”.
Every time you go to Word from Durell you should ensure that “Standard” is selected.
You are advised never to remove a field from a data set, as it might be in use by a template
See also “Documents, Data Sets”