The CreateDataElementR function – XpressDox
The CreateDataElementR function in XpressDox CreateDataElementR performs the same function as CreateDataElement, but in addition it removes the paragraph on which it appears.
Help
Creating your first XpressDox template (v12 and earlier)
In this article we will show you how easy it is to convert a Word document into an XpressDox template. Work through these articles and watch the videos to learn how to author templates!
Set Web Information for a Template
These commands will enable the template author to control the workflow around templates which are uploaded and run on an XpressDox server. SendWebMail You can provide as many of these commands as necessary. The command can be used to send an email attaching either (or none of) the merged
PreventRepeaterDeletion – XpressDox
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
Understanding Template Identifiers
What is a template identifier (template ID): When a template is uploaded to a cloud environment it is assigned a template identifier. This template ID is used in integrations between XpressDox and 3rd party applications. Because the integrated application needs to refer to the template ID it is important that
Creating Cleanup and Artifacts Tasks on your Server folders – XpressDox
Account/File Administrators can create Cleanup and Artifact Creation Schedules to facilitate the best performance on your Server account. Create artifacts after hours so that interviews build faster; and Specify when to delete documents and/or data files from selected folders. To create an Artifact Creation Schedule (can be
How to setup Scheduled Tasks in a self-hosted environment
The Scheduled Tasks feature enables you to setup: a periodic ‘cleanup’ or deleting of both documents and data files from specified folders. a regular building of artifacts so that during template maintenance, these artifacts can be rebuilt at a convenient time, make the templates run noticeably faster. the emptying of
Configuring SSO using Azure AD for your XpressDox Cloud Account
If you have an account registered on one of these XpressDox Cloud instances, then follow these instructions to configure SSO for your Cloud Account: After logging in to your instance of Azure AD, go to your Active Directory and click on the Enterprise applications. Add a new application; search
MultiSelect – XpressDox
This command is the same as DefineSetAllGroup, but was renamed as MultiSelect from v12. Both will work. There is a requirement in some templates for the interview user to be able to check a checkbox and have a set of check boxes all checked – a so-called “Check All”
Use a SQL SELECT as a data source
It may be that you are developing a set of templates using data from a database, but you are not the database administrator, and so can’t create your own views or stored procedures in the database. Using the feature described here, you could at least address the database with a
Configure a Web Service as a Data Source
Configuring a web service as a data source follows the same first steps as for other data sources. The first place where it differs is (obviously) at the point where you choose the type of data source: When you press the “Finish” button, the data source will be entered into
The Data Set Data Source
When you have a system of templates and have run them a number of times, say for a number of your customers, the saved data set files become a source of valuable information. It would be nice to be able to access those data files as though they were a
XpressDox Help Center
Use Google To Find Help Fast, e.g. xpressdox choosefromlist Press Getting Started in the XpressDox toolbar for basic template development Watch the tutorial videos View command help from list of commands Press F1 for help on a command in the Command Editor Brows through the Cookbook help files Search for User Reference help Email
List of Commands and Functions
Use Google to find help fast. For example, search on “xpressdox choosefromlist”. View or download a list of all commands and functions: Alphabetic List of Commands & Functions List of Commands & Functions by Category Click here for email support.
The InterviewTheme Command
The Desktop interview is, as of Version 12.0, available in 3 different themes, viz. Classic, Blue and White. The InterviewTheme command gives you control of this. It’s pretty simple: «InterviewTheme(White)» This selects, you guessed it, the White theme.
The ChooseFromDataset Command
Please note that this command has not yet been fully implemented in the web as yet. We have a ChooseFromRepeatingData command (which is the same as ChooseFromData, but is a more descriptive name), and a ChooseFromDataElements command. The ChooseFromDataset command combines the functionality of the other two, and adds some
The YearsMonthsDaysBetween Function
As its name suggests, this function takes two dates as arguments and returns the difference as a number of years, months and days. It is not the same as combining the results of the MonthsBetween and DaysBetween functions together with the YearsBetween function. The simplest form takes only the starting
The RepeaterPosition Function
Consider the commands OnExitSet and OnEnterSet. These commands are only executed during the lifetime of the interview, and also contain conditions which need to be evaluated when the user navigates through the interview. Also consider the case where you would like certain actions to take place depending on the position
Data Sheets
In XpressDox, a Data Sheet is a document that contains a table with a list of data elements and values. Why a data sheet? A data sheet is useful in the case where, for example, a lengthy and complex document is produced by a template, and where the list
How to install a new desktop license
Replacing your XpressDox Desktop license key From your XpressDox ribbon, click on Settings and then on License (if you are using v12 or earlier) or on the version number (if you are using v14). Now click Get New and paste in the new XpressDox license which was sent to
Dynamic Captions – changing captions on the fly
With the advent of The OnExitSet and OnEnterSet Commands, it became possible to have the captions (or footing text or heading text) of a data element in the interview change in response to the user entering data. Getting the features around this to work was not all that easy for
What to Expect of the Conversion from HotDocs
Overview The HotDocs® (HD) converter released with Version 11 of XpressDox will attempt as far as possible to prepare a set of XpressDox templates which, ideally, the user will be able to run as-is after the conversion is complete. Firstly, there are quite a few terminological and usage differences. Here
How to Convert HotDocs Templates to XpressDox Templates
Whether you are simply looking for a better–priced alternative to HotDocs, or maybe you want to run your Desktop templates on the Web, XpressDox is a smart choice. Join the growing number of firms who are looking for better value for money! XpressDox is as powerful as HotDocs with over
The SetWebInterviewMinimumHeight Command
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
Show the result of Date arithmetic in the interview
When entering dates for a contract, it is important to get them right during the interview. It might be possible to control this via the Rule command, but often it is very useful to reflect this to the user as they are typing into the interview. For the purposes of
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