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The XpressDox caption command can be used to make the question text for a field more descriptive on the interview. Command structure: «Caption(FieldName,Descriptive Caption Text)» Examples of usage: Simple example: «FirstName» «Caption(FirstName,First Name
This is a command which will present the user (via the interview) with a list of options from which to choose the value of a data element rather than a free-format text field. Command
Present a list of choices to the user on the XpressDox interview in the form of ‘Radio Buttons’. Command structure: «ChooseFromRDBList(style,free,formal,semi-formal)» Inserting a ChooseFromRDBList command into your template does not necessarily place the control
Present a drop-down list in your XpressDox template This command will present a drop-down list of values in the interview. This is similar to the action of the ChooseFromList command, except that the values
Present a list of choices to the user, in a drop down list, except that in this case the user is permitted to type their own value and is not restricted to just the items
The «Footing()» command can be used to place text below a data element on the interview. Use the Heading and Footing commands to bring some context to the fields on the interview, or insert breaks
Place text above a data element on your XpressDox interview Use the Heading and Footing commands to bring some context to the fields on the interview, or insert breaks in the form of blank Headings
Letterheads are of special interest because they are used as the basis for many documents. With XpressDox it is possible to create one letterhead template, and by referring to it with the BaseTemplate command, use that template as the basis for many other documents without having to specify the letterhead formatting in those documents.
The ChooseFromFile command This command is in some ways similar to ChooseFromDataSource, except that the data are defined either in a simple text file, csv file, or an XML file, and the file does not
Now() inserts the current date and/or time into the document. It can be formatted in the same way as FormatDate. Command structure: «Now(“d MMMM, yyyy”)» Examples of usage: «Now(“d MMMM, yyyy”)» yields “2
Today inserts the current date into the document. It can be formatted in the same way as for FormatDate. Command structure: «Today(‘MMMM d yyyy’)» Examples of usage: A template run on the
Classic Usage Much like the SetSavedDocumentFileName command, the «SetSavedDataFileName()» command not only ensures that the answer set is saved, but also how it should be named. Regardless of whether the user checks the Save Merged
Classic Usage In addition to forcing the saving of data sets and naming them using the SetSavedDataFileName command, the template author can use the «SetSavedDataFolder()» command to define where the data sets should be saved.
The «SetSavedDocumentFileName()» command not only ensures that the merged document is saved, but also how it should be named. In the desktop (Word) version of XpressDox, there is a checkbox for the user to choose
Classic Usage In addition to forcing the saving of documents and naming them using the SetSavedDocumentFileName command, the template author can use the «SetSavedDocumentFolder» command in the template to have control over where the documents
CaptureAsLongText and InsertFormattedText. The data capture interview will provide a multi-line control into which the data for the data element can be captured: «CaptureAsLongText(PropertyDescription)» If this long text is included in the document via a
Capturing fields and controlling the sequence of the XpressDox interview In v14: This article was written before the invention of the Manage Interview feature, introduced in v14. With Manage Interview, you can easily re-arrange
Often the name of a data element is descriptive enough to for a user to know what to enter when capturing data. But sometimes more help is needed. XpressDox has a number of mechanisms available for the template author to provide the user with help in capturing data, in particular using the Help command.
Sometimes it would be useful to be able to customize a source template for more than just the letter body. For example, it may be that the Data Set contains data for more than one set of addressees and the source document needs to be able to indicate which of these addressees is to be included on the base template.
EndsWith tests the end of a string: «If(EndsWith(Surname,’-Smith’)» «Surname» is a double-barrelled name. «SetV(‘FirstPart’,substring(Surname,1,string-length(Surname) – 6))»«Comment(SetV(‘FirstPart’,string-before(‘-Smith’)) is equivalent)» «End()» «Name_of_Client»«If(not(EndsWith(ToLower(Name_of_Client),’s’)))»’s«Else()»’«End()»
Use this command to display a Checkbox on the interview. Command structure: «ChooseUsingCheckBox(Beneficiary,Y,N,N)» Examples of usage: The command can be written as simply as this, and when the data element is chosen its
The StartsWith function (an XSLT function) is used to test whether a string starts with a given string: «If(StartsWith(Surname,’van ‘)»«Title» «Surname» is probably of Dutch descent.«End()» «If(StartsWith(Surname,’van ‘)»«Setv(‘LastPart’,substring-after(Surname,’van ‘))»«End()» In previous versions this command was
Missing or superfluous End commands When a template is run, XpressDox will check for missing and floating End commands as well as floating Else commands. Wherever possible, the error message warning about one of these
Count This function can be used to return the number of instances of a given repeated item. «ForEach(Child)» «Child_Name» «End()» Number of children: «count(Child)» Conditions may be added to the «Count» command, as illustrated below:
Particularly in the situation where data are included in the data set from a data source, text file or perhaps Standard Data Elements, it may be that the template author does not want the user
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