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February 16, 2012

Upgrading to Version 4

Version 4 of XpressDox (XDv4) represents a major change from Version 3. The principle change is that the format of an XpressDox template is no longer Word 2003 XML, but Office Open XML. Office Open XML (or OOXML) is the format in which Microsoft Word 2007 and 2010 save their

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The SaveAsText Command

Sometimes you might want the result of XpressDox merging data and template to be not a Word document but another document, for example a CSV file, or even another XML document, or programming code (yes, XpressDox can be used to generate programming code, or HTML, anything really).  In all those

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The Round Function

The Round function performs rounding.  For example: «Round(Amount)» will round the value of the Amount data element name to the nearest whole number. The Round function can take on extra optional parameter being the number of decimal places to which the number should be rounded (the default is 0).  «Round(number,3)»

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The RepeatWhile Command

Repeating information which is not in the form of repeating data in XML (i.e. multiple same-named XML elements) can be handled using the RepeatWhile command. An example of the kind of repeating data that would need a RepeatWhile would be a data element that contains a comma-delimited list of directors

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The ReadOnly Command

«ReadOnly()» will cause the named data element (or list of data elements) to be shown in the interview, but their values will not be able to be changed by the user. Simple Usage This is used typically where data are supplied from a data source (maybe via a ChooseFromDataSource command)

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OnExitSet – XpressDox

Set the value of a data element on your XpressDox template «OnExitSet()» permits the template author to specify that, when a control on the interview (the trigger) loses focus, the value of another or the same data element (the target, caption, footing or heading can be set.  If the data

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The LinkToOtherData Command

«LinkToOtherData()» enables the template author to define that when a template is being run and the user moves the cursor out of the control for the data element in the interview, that the equivalent of pressing the User Other Data button on the interview is performed.  This uses the data

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The IncludeCodeTemplate Command

This command is similar to IncludeTemplate, but is used for templates which consist entirely of XpressDox commands, and none of the text of the template is required in the merged document. When the code template is included using this command, then any of the paragraphs in the included template which

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The ExcludeFromDataSet Command

Some data are only needed during the merging of a template, and are not needed to be saved in the data set file. This would normally be the case where data are included from a data source, and any subsequent use of that data would require the data to be

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The Empty Marker

This refers to the mechanism for placing a code into the merged document to show those places where data elements do not have a value (or, rather, have an empty value).  This code is called the Empty Marker. There is a tab panel in the Configuration form, currently called “Other

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The DaysBetween Function

«DaysBetween(EndDate,StartDate)» returns the number of days between the two dates. For example: I was born on «FormatDate(DateOfBirth,‘d MMMM yyyy’)» which means I am «floor(DaysBetween(Today(),DateOfBirth) div 365.25)» years old. The MonthsBetween function has a similar functionality.

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The ChooseUsingDatePicker Command

«ChooseUsingDatePicker(DateOfBirth)» will cause a date picker control to be used when the DateOfBirth data element is required to be captured. Like other Choose commands, the ChooseUsingDatePicker command will only be included in the interview if the data element referred to is used elsewhere in the template, either directly to cause

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The CaptureAllDataElements Command

Discussion of this command is best done in the context of “relevance”.  Relevance refers to the set of algorithms that XpressDox uses to decide whether a particular control for a data element should appear on the interview or not. Commands such as «ChooseFromList()» and other Choose commands will cause the

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Relevance

The term “relevance” refers to the algorithms used by XpressDox to determine whether the control to capture a data element in the interview should even appear in the interview. In the simplest case, the fillpoint «CompanyRegistrationDate» will cause a simple text control to appear in the interview for data element

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