From v14: Whilst the «SendWebEmail» command remains active and supported, v14 introduces new commands «SaveAsEmail» and «SendAsEmail». These commands offer more flexibility in terms of the email design (no html files required), and all the XpressDox commands and functions can be used.   SendWebEmail: Upon the completion of a document...

Control the values of data elements in the interview

When viewing the  Word Advanced Properties for a document, there are a number of properties that appear, such as the Author, Comments, Keywords, etc.  Using the SetCoreFileProperty function, some of these Advanced properties can be set in the document which is merged from a template. For example «SetCoreFileProperty('Author',WindowsLogonUser())» will set...

Using the SetCustomDocumentProperty command in an XpressDox template, a Word Custom Document Property can be defined in the merged document.

Values in databases can be changed by the user in the interview using the various “Save” options as described in Control how the user can change data source data. The template author can also instruct XpressDox to modify values in a data base, using the SetDataSourceData function. As an example,...

In the article Define layout in a base template, a mechanism for hard-wiring various fields in a letterhead base template is discussed. Now suppose that it’s not a letterhead that is the base, but the outline of an agreement on which other agreements will be based.  In this base agreement...

Suppose you want to set up a variable (called ‘Party’)  to contain either Defendant or Plaintiff, depending on PartyType and then a variable containing the possessive case of that  – i.e. the value should be “Defendant’s” or “Plaintiff’s”.  The apostrophe is going to give trouble. Here’s how to do it. ...

Performing calculations on currency amounts Probably the most accurate way to perform arithmetic on money values in XpressDox is to reduce all currency to integer values (e.g. Dollars to cents, Pounds to pence, etc), perform the arithmetic and then render the value back to the currency value.  The aim is...

The SetEmptyMarker in XpressDox refers to the mechanism for placing a code into the assembled document to highlight any unanswered questions.   Empty Markers can be determined by the Configuration or by the template.   Configuration: In the Configuration form, click the “Empty Marker and Holidays” tab. Here is where...

The SetInitialValue command enables a template author to provide an initial value for a data element to be captured in the interview screen.

If the sole purpose of a template is to construct an interview, but the document merged from that template is not required, then the SetInterviewDataOnly command can be included in the template, and the merged document will be ignored. Typical usages of this command would be in conjunction with the...

When XpressDox builds an interview and there are repeating elements in the data set, those repeating elements are normally shown in a treeview with the name of the element (or the Caption which might have been set) followed by the value of the first data element in the form for that repeater. For...

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 Document? check box on the data capture interview for that template, this command forces the...

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. Here is an example: «SetDataSaveFolder(Datasets\<AccountNumber>)» If the DataSaveFolder set in this way is a relative...

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 whether or not to save their assembled document. But regardless of whether the user checks...

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 are stored. Here is an example: «SetSavedDocumentFolder(Documents\<AccountNumber>)» If the Document Save Folder set in this...

By default, when a merged document is saved by XpressDox, the folder in which it is saved is first searched for any files which have a name similar to the newly merged document’s name.  If any are found, then XpressDox makes sure that the new merged document is saved with...

It would be really useful for XpressDox to be able to present an interview in French if the user is a French speaker, and in English for English users, where the document itself is in English. For the same template. And vice versa. XpressDox can indeed do that, as long...

The FormatTime command takes the HH or hh parameters to display the time in 24 or 12 hour time respectively, but what if you want to show the time in 12 hour clock, and display AM or PM? Here’s how: «FormatTime(AppointmentTime,'hh:mm tt')» Add an additional ‘tt’ to show the AM...

SetWebButtonText Any template run on the web, will include a button on which the user can click to finish off the interview and begin the merge process to generate the document. By default the text on this button is ‘Assemble’. The «SetWebButtonText()» command will allow the template author to change...

As its name implies, this command is used to create a custom button on the Web interview. The template author can use this, and then, when the template is integrated into a client system, the button can be used by the web designer to implement custom behaviour in the web...

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...

This command will enable a cloud user to save a partially completed interview without generating a merged document. The command provides text for the button which will appear on the interview screen, and also a URL to which the partially completed data set will be sent. The data will be in XML...

The interview in the browser can vary in height depending on the existence of tabs and other factors. The template author can control the minimum height of the web interview with the SetWebInterviewMinimumHeight command. «SetWebInterviewMinimumHeight(200)» This will set the minimum height of the web interview to 200 pixels. This feature...

Whilst the «SetWebInterviewSize» command remains active and supported in v12, it is obsolete in v14 since the interview is now completely responsive.   Prior to version 14 the interview size on the web could be controlled with the «SetWebInterviewSize()» command.   This command allows the template author to set the...