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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

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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

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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

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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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Laying out the data capture 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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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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Capture a multi-line address in one field

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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Working with Help

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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Provide default values

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.

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