Get the language / number format being used in the XpressDox template The InputCulture() function returns the language and number format currently being used by XpressDox.   When using the web version, the language is set in the browser’s language, or in Manage>My Profile. When using the Desktop (Word) version,...

This post assumes you have configured a WebService API data source.   Here are the rules required for your XML to be used in a List and Search:   The API URL should not contain “<id>” Your API must return (or use xsl) XML in a collection as pictured below....

The XpressDox InsertDataElement command   The XpressDox InsertDataElement command performs the same function as the “Re-use Field” on the XpressDox ribbon. After selecting the command from the Command Assistant, choose a Field name from the list and then select one of the formatting options.   If applicable, further questions will...

This command enables the insertion of graphics from a file into the merged document. The picture is inserted into the document at the point where the command is encountered, and the size of the image is included in the command. Use IncludePicture when you know the name of the graphic...

Embed a spreadsheet into an assembled document   Using the InsertSpreadsheet command, you can embed a spreadsheet into the assembled document.  This uses Microsoft’s OLE technology, which means that when you view the assembled document and double click on the spreadsheet, that spreadsheet will open in Excel. It can then...

Print a multi-line value in one line in your XpressDox template «InsertUnformattedLongText()» will cause a value which was captured in a multi-line control to be inserted in a single line.   Example: «InsertUnformattedLongText(Address,’, ‘)»     The carriage return which was captured in the Address field on the interview has...

For more information on the InvokeMethod function, please refer to the article on Interacting with External Programs.

Using the IsFalse function in Document Logic in your XpressDox template   The IsFalse function is the same as the IsTrue function, but will test for a false value.

XpressDox templates make use of XSLT functions The last() function inserts the value of the last repeating item in a given ForEach repeater. It is an XSLT function, but can be used in an XpressDox template. This article provides more background on using XSLT functions in XpressDox.   Some examples...

Parameterized scripts assist with the re-use of XpressDox code Here are some examples of Scripts which may be useful:   Write out a full name from individual data elements: «Script(FullName,FirstName,MiddleName,LastName)» «concat(SuffixWith(&FirstName&,’ ‘),SuffixWith(&MiddleName&,' '),&LastName&)» «ScriptEnd()» The SuffixWith() functions will ensure that the names are suffixed with spaces only if those data...

The MonthsBetween function returns the number of months between the two dates.   Below are 2 examples of the function: «Comment(Pass in 2 data elements, a start and an end date)» «MonthsBetween(FirstDate,Secondate)» «Comment(Another example is where one of the parameters is a function such as Today())» «DaysBetween(ChooseMonth,Today())» «ChooseUsingDatePicker(ChooseMonth)»

Compare a value against the contents of a list which is constructed by the MultiSelect or DefineSetAllGroup. Command structure: «If(MultiEquals(OptionList,’ABC’))»Yes, ‘ABC’ is in «OptionList»«Else()»No, ‘ABC’ is not in «OptionList»«End()» Example: «ChooseUsingCheckBox(SelectAll,Y,N,N)» «MultiSelect(SelectAll,Option1~~ABC~~Option2~~DEF~~Option3~~XYZ,|,OptionList)» «OptionList» «If(MultiEquals(OptionList,’ABC’))»Yes, ‘ABC’ is in «OptionList»«Else()»No, ‘ABC’ is not in «OptionList»«End()» In the above example, MultiSelect or DefineSetAllGroup...

Set the value of a data element on your XpressDox template As its name implies, its functionality is identical to that of OnExitSet, except for the timing. The actions performed by OnEnterSet are initiated when the focus enters the control for the trigger data element.

Use PhraseEnding to punctuate the ends of phrases or clauses.   The PhraseEnding (shortened to PE) command is used to control punctuation at the end of conditional phrases or clauses. Say for instance you have checkboxes which include or exclude certain clauses, and those clauses should be punctuated with semi-colons....

Convert numbers into words (Pesos) in your XpressDox Document Automation template. The Pesos function will translate a numeric value into a currency in words, specifically Pesos in Spanish.   Example: «FormatNumber(Share_price)» («Pesos(Share_price,'')»)   The Pesos function also takes a second parameter «Pesos(Share_price,’ToUpper’)» or «Pesos(Share_price,’ToLower’)» should you want to change the...

XpressDox templates make use of XSLT functions The position() function is an XSLT function, but can be used in an XpressDox template to return the position of a repeated item. It is a numeric value, where 1 is the number of the first repeated item. This article provides more background...

Convert numbers into words (Pounds) in your XpressDox Document Automation template. The Pounds function will translate a numeric value into a currency in words, specifically Pounds.   Example: «FormatNumber(Share_price)» («Euros(Share_price,'')»)   The Pounds function also takes a second parameter «Pounds(Share_price,’ToUpper’)» or «Pounds(Share_price,’ToLower’)» should you want to change the case of...

Prefix values to variables in your XpressDox Document Automation template The AppendVr and PrependVr functions provide less cumbersome syntax for appending or prefixing values to variables than using SetVr to do this.   Without the use of AppendVr and PrependVr: Prior to these two functions, suppose you wanted to concatenate...

This command enables the template author to prevent users from deleting items in a repeater. Command structure: «PreventRepeaterDeletion(Director,../CompanyType = 'Private')» Where Director is the name of the repeating party, and CompanyType is the element (outside of the repeater, hence the ../ syntax) providing the condition under which the item should...

Convert numbers into words (Rands) in your XpressDox Document Automation template. The Rand function will translate a numeric value into a currency in words, specifically Rands in English.   Command structure: «Rand(Price)»   Example: «Rand(Price,'')»(«FormatNumber(Price,'$#,0.00;')?»)    

Convert numbers into words (Rands) in your XpressDox Document Automation template. The RandAfrikaans function will translate a numeric value into a currency in words, specifically Rands in Afrikaans. Command structure: «RandAfrikaans(Price)» Example: «RandAfrikaans(Price,'')»(«FormatNumber(Price,'$#,0.00;')?»)

Removes a table row in your XpressDox template if a certain condition is true.   When your template contains a table and that table contains rows which should be only included if certain conditions are true, the «RemoveRowIf()» command can be a simple way of deleting rows without the need...

The Right function extracts the right most characters from a string   The Substring function in XpressDox The substring function provides all the functionality to extract pieces of a string, but Left and Right make some operations easier. Left returns the leftmost characters, and Right the rightmost characters.    ...

The RunTemplate function, a function which works in the web only, allows you to create a “package” of templates and run selected templates with separate interviews, one after the other. The product is a package of separate Word (and/or PDF) documents.   Command structure: «RunTemplate('TemplateA.xdtpx')»   Usage example: Consider the...

This function enables you to save the assembled document as an .eml (email) file. Once assembled, the .eml file is ready to be sent via Outlook.   View a quick demo of the SaveAsEmail function:   Command structure: «SaveAsEmail('jack@email.com','Information required')»   SaveAsEmail takes 2 parameters, the email address to whom...