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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
This command can be used to provide help text for the XpressDox interview: Command structure: «Help(Interest,Enter the rate of interest, excluding the % sign)» Examples of usage The Help command can appear anywhere in the template, not
This function is used to test for a string anywhere inside another string, and would appear inside a command such as If, When or Iif. Example: «If(contains(Surname,’prmzl’))»«Surname» is not an English name.«End()» Related
Using the If command, chunks of text can be included in or excluded from the assembled document depending on values provided by the user in the interview. Command structure: «If(Balance_Outstanding > 10000)» «If(Beneficiary =
After a template is run and the document has been produced, the «ComeHereAfterRun()» command will cause the Word cursor to position itself at the point in the document where this command appears. Command Structure «ComeHereAfterRun()»
This command provides a multi line field on the interview. Command structure: «InsertFormattedText(Address)» The above fillpoint will cause the ‘Address’ to be formatted in the assembled document with each line of ‘Address’ on
Use this command when a field should not be left empty on the interview. Command structure: «Required(AccountNumber)» Examples of usage: Mark one mandatory field as required:«Required(AccountNumber)» Add a second parameter to the command
Min calculates the minimum of two values: The minimum of «Number1» and 100.1 is «Min(Number1,100.1)».
The «List»() command is a way of listing the names of parties is all in one phrase, with a comma separating each pair of names except for the last two which are separated by the
There was a change in Version 4 with the style handling with BaseTemplate, IncludeTemplate and InsertTemplate template. How it worked in version 3 of XpressDox With version 3, when Source formatting was used, XpressDox would create
XpressDox has been designed to fill marked-up templates in two general situations: The first is when data is captured and stored as part of an application; and, the second is to assist users who use the system within Microsoft® Office Word to produce standard documents.
XpressDox can be configured to record every usage of a template, giving the date and time it was run, along with the user who ran it. This requires a database (a formal one like SQL
The contents of this article apply to Version 4 (and later) of XpressDox. Enhanced calculation support has been added in Version 9. If you have that version installed and are licensed for it, rather read
The FormatNumber function in XpressDox can help the template author make sure that the template user captures valid numeric data, as well as format the result for readability.
Enterprises lose credibility and brand awareness when published documentation is out of date or inconsistent. XpressDox Docussembly™ document assembly makes it possible to ensure consistent use of branded documents throughout the enterprise.
In XpressDox Docussembly™ document assembly software any number of Helper Folders can be configured. A typical example of a folder for which this type of shortcut is defined would be one in which letterheads or other standard templates like fax headers, etc. are kept. In this way these standard templates can be kept separately to the templates that use them.
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