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Interview

Using Tabs in the interview

Templates with many data elements might result in data capture interviews being constructed by XpressDox which are intimidating to the template user. The Tab command assists the template author in laying out the data capture interview.

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Data capture interview layout tips

Although XpressDox will automatically construct a data capture interview for a template when that template is run, template authors will want to make use of the layout commands to control the layout of the interview.

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The sequence of the fields on the interview

XpressDox will create a data capture interview automatically, using the data elements defined on the template. The sequence in which the data elements appear on the interview can be controlled with the CaptureDataElement command, and the Heading and Tab commands can assist with further layout.

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Multi-line fields on an XpressDox interview

You may not want to have to define 3 or 4 or some maximum number of address line data elements, and have the user capture them one at a time, and still provide conditional formatting logic to suppress any empty data elements. XpressDox document assembly supports this by the concept of long text fields.

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Supply help text to users on an XpressDox interview

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.

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