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
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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
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:
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.
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.
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.
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.
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
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
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.
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.
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.
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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