Suppose you have defined a set of folders to contain clauses for insertion using the My Clauses or Shared Clauses features in the XpressDox ribbon. Normally you would group clauses together into folders containing clauses for similar uses. For example, they might be “Contracts”, “Notices”, “Letters”, etc. In some cases
Creates a button on the interview, which in itself has no functionality, but provides a method to initiate other commands. Command Structure: «Button(XXX)» Examples of usage: Sometimes, the template author would like to let the user initiate actions (database retrieval, modification of data elements, etc.) explicitly. This is
When an XML dataset is sourced from a data source, or perhaps from an XML text file which has been populated by user input, it is not always easy to determine beforehand what the format of some data elements will be. This applies particularly to true/false options which in various
IncludeSpreadsheet With the IncludeSpreadsheet command, you can embed a spreadsheet into the assembled document. This uses Microsoft’s OLE technology, which means that when viewing the assembled document, the user can double click on the spreadsheet, which will open the spreadsheet in Excel and the user will then be able to edit
When there is conditional logic in a template which removes or adds text, then some of the Word constructs such as Word fields (like page numbers and other fields) are not updated automatically. Normally user intervention is required in order to get Word to update the fields (i.e. select the
This function is a kind of short cut to writing «If()» … «Else()» … «End()» in certain circumstances. Using If.. Else.. End: Suppose you want to write something like The amount of VAT applicable is …. Where the …. above is either zero, if no VAT is applicable, or
2014-10-02 Version 6.3.0 The functions SubstringAfterLast and SubstringBeforeLast will get the part of a string before a particular substring, or after it. For example, you could extract the extension of a file name with «SubstringAfterLast(Filename, ‘.’)» The GetRegistryValue function will enable extraction of values from the Windows registry. A fair
These two functions help with manipulation of strings like file paths or IP addresses which have multiple occurrences of a delimiter. For the following examples, assume the data element DocFilePath contains ‘C:\Documents\XpressDox\WordFile.docx’. SubstringBeforeLast can be used to get the name of folder from a full file path, e.g.: «SubstringBeforeLast(DocFilePath,’\’)» will
This function does as its name implies: gets a value from the Windows registry. For example: «SetV(‘UserPrivileges’,GetRegistryValue(‘HKEY_CURRENT_USER\Software\VB and VBA Program Settings\Accounting\Options\UserPrivileges’)» This will get the registry value HKEY_CURRENT_USER\Software\VB and VBA Program Settings\Accounting\Options\UserPrivileges and put it into the XpressDox variable called ‘UserPrivileges’. After that the variable can be inspected and assembly of the
2014-06-25 Version 6.1.2 A fairly obscure bug in the HzGroup usage has been fixed, and also some minor bugs (not even worth calling them bugs, really, more to do with cosmetics) in the “Edit the nearest fillpoint” functionality. A problem with installing on Word 2007 is also addressed.
Suppose you have a document where names and other identifying information are listed. They could be parties to a contract or names and addresses of directors of a company, or something like that. Suppose further that if there are a number of parties to be listed, the paragraphs in which
2014-05-15 Version 6.1.1 A bug in the Convert Fillpoint Delimiters feature has been fixed.
2014-05-09 Version 6.1.0 The functioning of the Empty Marker feature has been improved. In particular: The SetEmptyMarker can be placed in any part of the template, not necessarily before any data elements that it affects. The command ShowFormattedMarkerWhenEmpty needs to be used far less frequently than before. A sample document
Section breaks are used in Microsoft Word® to separate different parts of the same document which typically have different attributes. Such as different orientation (landscape or portrait) and different headers and/or footers. This becomes an issue for the template author when one or more sections are included (or excluded) from
2014-04-23 Version 6.0.4 A bug which crept into 6.0.3 has been fixed. It related to accessing Salesforce data sources.
2014-04-17 Version 6.0.3 A bug which crept into 6.0.2 has been fixed. It related to relevance inside predicates.
2014-04-11 Version 6.0.2 There are a number of bug fixes in this release, pertaining mostly to fairly complex situations as reported by our user base. The users who are affected by them will see that they have been fixed.
Sometimes it is necessary to compare the value of a data element to one or more fairly lengthy strings. This can be tedious for the template author and also open to typing errors. The Eq function is useful in this situation as the comparison can include wild card characters. It is
2014-03-11 Version 6.0.1 Some features have been improved. In particular, the response time when capturing in a grid in the desktop interview has been improved. The Eq function has been introduced. This allows wild-cards to be used when comparing long strings. For example, if the data element MaritalStatus contains one
2014-02-05 Version 5.4.5 Some bugs have been fixed and minor features added: When a template with IncludeFileData or ChooseFromFile was run, the system would give an error message if the user did not have Write permissions on that text file. This is now fixed. When the user presses Run Template
The major feature of this release is that the toolbar, which (in a previous version) went missing when there was a treeview in the interview, has been found. There are a few other bug fixes, such as the “search” button sometimes being hidden on the ChooseFromDataSource control.
This command works exactly the same way as the LinkToDataSource command, but it is triggered when the focus enters the control in the interview for the data element designated in the command. (In fact, the LinkToDataSource command could be re-named to LinkToDataSourceOnExit, in which case these two commands would be
Selection of multiple templates to be run can be done by the user using the XpressDox explorer, but the template author can also control the selection of templates using a master template with document-selection logic built into it.
In the article Create a letter head template the BaseTemplate command is used to implement a letter head solution. In some cases, there is a choice of letterheads and the user should be able to choose, in the interview, which letterhead is to be used for a particular letter. This
2014-01-07 Version 5.4.3 An error when trying any of the SetSaved… commands in the Command Editor has been fixed. The Left and Right functions will return the left-most and right-most characters, respectively, from a string. The command InterviewLogo will enable a logo to be displayed on the interview.
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