Datasets for your Outlook emails

If you have tables with data that you need for your Outlook emails, you can create and use datasets.

Key definitions #

• Dataset. A set of data organized into a table from which values for your email messages can be retrieved.
• Simple dataset. A dataset that you create in the add-in manually or import from a TXT or CSV file.
• Key column. The leftmost column of a dataset (an identifier column) that contains values identifying rows from which data are retrieved.
• Key values. Values that the key column contains.
• File column. A column that is used to specify OneDrive and SharePoint files that can be attached with the Attach, Insert, and WhatToEnter macros as well as with tables and lists bound to datasets.
• Picture column. A column that is used to specify images stored on OneDrive and SharePoint that can be inserted with the InsertPicture and WhatToEnter macros as well as with tables and lists bound to datasets.
• Default Items column. A column that is used to specify dataset rows that will be automatically selected for the WhatToEnter macro dialog or automatically inserted into tables and lists bound to datasets.
• Regex Field column. A column that is used to specify email fields. For the WhatToEnter macro dialog and tables bound to datasets, this column will enable automatic selection of dataset rows where the content of the specified email fields matches the regular expressions in the Regex column.
• Regex column. A column that is used to specify regular expressions. For the WhatToEnter macro dialog and tables bound to datasets, this column will allow automatic selection of dataset rows where the content of the email fields specified in the Regex Field column matches the specified regular expressions.

In this section #

• Create a simple dataset
  Create a simple dataset for your Outlook templates from scratch or by importing a TXT or CSV file.

• Create an Excel-based dataset
  Connect Excel tables to your shared email templates.

• Edit a dataset
  Make changes to an existing dataset.

• Retrieve dataset values with custom input fields
  Create custom input fields that will let you select values from datasets.

• Pull values from a dataset to the message body in Outlook
  Automate inserting dataset values into Outlook emails.

• Auto-fill a table in an Outlook email from a dataset
  Fill a table with dataset values automatically by using Shared Email Templates.

• Auto-fill a list in an Outlook email from a dataset
  Automatically generate lists from dataset values in Shared Email Templates.

• Attach files with a dataset
  Add attachments to Outlook emails using datasets.

• Insert pictures using datasets
  Add pictures from datasets to your Outlook emails.