Interview

Manage Interview (v14) - XpressDox

The ribbon With the launch of XpressDox low code, or version 14, a Manage Interview button has been introduced to simplify the process of sequencing fields on your interview.     The sequence of fields on the interview: By default, the interview is constructed in the sequence in which data...

All commands regarding the Interview - XpressDox

This is a consolidated list of all the commands regarding the Interview, along with a short description of each. Click on the command name for a link to a more detailed article.   Interview capture: Button Place a button on the interview and set some custom behavior using the OnExitSet...

Provide default values in the interview

Using a simple text file as a data source, XpressDox provides the template author with the ability to set data elements to default values which the template user can then accept, or modify for each template run.

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.

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.

Styling and coloring the Caption, Footing and Heading

The style (i.e. bold, italic and/or underline) and color of a Caption or Heading can be set to enhance the usability of the XpressDox data capture interview.

How to insert guidance notes - XpressDox

Guidance notes on the interview Consider this interview demo on the XpressDox website. To give the users context for the interview, guidance notes, opinions, Heading commands have been used to place text on the first tab. If there are no fields, then use Placeholders. Read more about the Heading command...

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...

Using longer descriptions in your Choose commands - XpressDox

Radio buttons and check boxes provide a way of enabling users to make quick choices. The results of these can be either sort, terse text values or can indeed be whole paragraphs.

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.

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...

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...
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