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User Reference

Comment – XpressDox

Sometimes a template author will want to record the reasons for using specific commands or document logic, and record this inside the template itself. The Comment command is available for this.

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Relevance

The term “relevance” refers to the algorithms used by XpressDox to determine whether the control to capture a data element in the interview should even appear in the interview. In the simplest case, the fillpoint «CompanyRegistrationDate» will cause a simple text control to appear in the interview for data element

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The RenderAsNumeric function

The calculation features of XpressDox require that values conform to a specific format. This format permits numeric digits, an optional leading sign (+ or -) and an optional decimal point. Thousands separators, spaces and other such characters are not permitted. The RenderAsNumeric function assists with this.

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Testing parts of a string

1. The StartsWith function is used to test whether a string starts with a given string: «If(StartsWith(Surname,’van ‘)»«Title» «Surname» is probably of Dutch descent.«End()» «If(StartsWith(Surname,’van ‘)»«SetV(‘LastPart’,substring-after(Surname,’van ‘))»«End()» In previous versions this command was known as starts-with. Backward compatibility ensures that XpressDox will still recognize this command. 2. EndsWith tests the

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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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Using XSLT functions – XpressDox

XpressDox uses XSLT technology to insert data elements into Merge Fields. This means that a vast amount of functionality is available to the experienced user, especially the XSLT functions, which are used to format data. XpressDox functions and XSLT functions can be mixed in one Merge Field

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XML and Data Sets

The core process of XpressDox is the merging of data into a template to produce a final merged document. The XpressDox merging engine thus needs two things: a set of data to merge, and a template into which to merge the data. The data which XpressDox merges into a template is referred to as a Data Set, and must be in XML format. The template then addresses the data elements in that Data Set by referring to them in Merge Fields.

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Source and destination formatting

When including part (or all) of one document into another, which is the basis of the BaseTemplate, IncludeTemplate and InsertDocument commands, there is always an issue about what formatting (styles, fonts, etc.) should be applied in the resulting document. XpressDox provides three options for this.

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The CaptureAsLongText Command

CaptureAsLongText and InsertFormattedText. The data capture interview will provide a multi-line control into which the data for the data element can be captured: «CaptureAsLongText(PropertyDescription)» If this long text is included in the document via a simple fillpoint (in the above example: «PropertyDescription»), then any line breaks which the user may

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The CaptureDataElement and CaptureDataElements Commands

The commands in XpressDox which control the format of the interview do typically not appear on the interview unless they are required in the template being run.  This mechanism allows, amongst others, the specification of all interview-layout commands in one template which is then included (with IncludeTemplate or IncludeCodeTemplate) by the templates requiring that

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The ChooseFromList Command

This is a command which will present the user (via the interview) with a list of options from which to choose the value of a data element rather than a free-format text field.   Command structure: I live in«ChooseFromList(State,Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,New Hampshire,New Jersey,New Mexico,New York,North Carolina,North Dakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming)» «ToUpper(State)»

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ChooseFromRDBList

Present a list of choices to the user on the interview in the form of ‘Radio Buttons’.   Command structure: «ChooseFromRDBList(style,free,formal,semi-formal)»   Inserting a ChooseFromRDBList command into your template does not necessarily place the control onto the interview. If the value is not needed anywhere then the list will not

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ChooseFromRepeatingData – XpressDox

Present a drop-down list in your XpressDox template   This command will present a drop-down list of values in the interview. This is similar to the action of the ChooseFromList command, except that the values to be displayed are not provided at template authoring time, but are contained in the

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The ChooseFromSamples Command

Present a list of choices to the user, in a drop down list, except that in this case the user is permitted to type their own value and is not restricted to just the items in the list.   Command structure: «ChooseFromSamples(Salutation,Yours faithfully,Yours sincerely,Kind regards)»«Salutation»   In all other respects

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The Heading Command

The «Heading()» command is used to place text above a data element on the interview. Use the Heading and Footing commands to bring some context to the fields on the interview, or insert breaks in the form of blank Headings or Footings.   Command structure: «Heading(CompanyName, COMPANY INFORMATION)» This will

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The Footing Command

The «Footing()» command can be used to place text below a data element on the interview. Use the Heading and Footing commands to bring some context to the fields on the interview, or insert breaks in the form of blank Headings or Footings.   Command structure: «Footing(CompanyName, Insert the full

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The BaseTemplate Command

Letterheads are of special interest because they are used as the basis for many documents. With XpressDox it is possible to create one letterhead template, and by referring to it with the BaseTemplate command, use that template as the basis for many other documents without having to specify the letterhead formatting in those documents.

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