With the launch of XpressDox low code, or version 14, a question command has been introduced to simplify the process of template coding. On the XpressDox ribbon click “New Question”, complete the information in the helper and click OK to insert your new fillpoint. The ribbon Simple steps
Regardless of the case of the value entered the interview or imported from a database, that value can be converted into sentence case. Command structure: «ToSentence(Description)» If a sentence entered starts without a capital “i am on vacation.” The result will be “I am on vacation.” The first
Regardless of the case of the value entered the interview or imported from a database, that value can be converted into title case. Command structure: «ToTitle(Title)» “application for employment” becomes “Application For Employment” Additional parameters on the ToTitle command: If you would like short words (2
You have probably come across the terms “data element”, “fillpoint”, “dataset”. This article aims to address in detail what each of the terms mean, and help you understand how all the elements in the document assembly process fit together.
In some situations, the name of a file to be included in the document is contained in the Data Set. In these cases, instead of IncludeTemplate, the command InsertDocument is used.
Convert numbers into words (Dollars) in your XpressDox Document Automation template. The Dollars function will translate a numeric value into a currency in words, specifically Dollars in English. Command structure: «Dollars(Price)» Example: «Dollars(Price,”)»(«FormatNumber(Price,’$#,0.00;’)?») Related articles: How to convert numbers to currency
Change the alignment of one data element on the interview. Command structure: «AlignCaption(Name,Top)» By default, all captions in the interview for a template are aligned to the left of the interview screen. Using the «AlignCaptions()» command, this can be changed once for the entire interview. Although it is
These commands will enable the template author to control the workflow around templates which are uploaded and run on an XpressDox server. SendWebMail You can provide as many of these commands as necessary. The command can be used to send an email attaching either (or none of) the merged
This article follows on from the Set command article. The With command allows you to add a condition block around one more Set commands, and apply the same conditions to those Set commands. Conditions in Set commands: By way of example, consider several Set commands which all need to apply
The RunTemplate function, a function which works in the web only, allows you to create a “package” of templates and run selected templates with separate interviews, one after the other. The product is a package of separate Word (and/or PDF) documents. Command structure: «RunTemplate(‘TemplateA.xdtpx’)» Usage example: Consider the
Although users can enter numbers with formatting according to their own region, often they enter numbers with no spaces or other punctuation. The FormatNumberOnInput command assists the user with readability of numbers on the interview. It does not affect the assembled document in any way. Command structure: «FormatNumberOnInput(‘#,###.##’)» This
When sharing an interview (Document Services) it might be necessary for the sender to input certain fields before sending the interview to the recipient. This is when the ValidateBeforeShare command is important. Command structure: «ValidateBeforeShare(FirstName,LastName)» «Required(FirstName,LastName,EmailAddress)» Other fields on the interview may be marked as Required, e.g. the EmailAddress as
This command provides a multi line field on the interview. Command structure: «InsertFormattedText(Address)» The above fillpoint will cause the ‘Address’ to be formatted in the assembled document with each line of ‘Address’ on its own line in the merged document, just as it was entered by the user
This command enables the template author to prevent users from deleting items in a repeater. Command structure: «PreventRepeaterDeletion(Director,../CompanyType = ‘Private’)» Where Director is the name of the repeating party, and CompanyType is the element (outside of the repeater, hence the ../ syntax) providing the condition under which the item should
The When command can be used when the text to be included or excluded is small, is text only (i.e. contains no further data elements) and requires no MS Word formatting. Example 1: Plurals This fax consists of «NumberOfPages» page«When(NumberOfPages != 1,s)». Note that != means “not equal to”. Example 2: Pronouns
Formatting functions can be applied to any data element name where the value of the data element is to be included in the resulting text, that is when the data element name would otherwise exist in a Merge Field all on its own, or inside a List command.
Account/File Administrators can create Cleanup and Artifact Creation Schedules to facilitate the best performance on your Server account. Create artifacts after hours so that interviews build faster; and Specify when to delete documents and/or data files from selected folders. To create an Artifact Creation Schedule (can be
Regardless of the case of the value entered into the interview or imported from a database, that value can be converted into lower case. Command structure: «ToLower(Type)» “Plaintiff” becomes “plaintiff” Additional parameters on the ToLower function: ToLower can begin converting the string at any character supplied at
Regardless of the case of the value entered into the interview or imported from a database, that value can be converted into UPPER CASE. Command structure: «ToUpper(FullName)» “Fred Basset” becomes “FRED BASSET” Additional parameters on the ToUpper command: ToUpper can begin converting the string at any character
Display items in a grid repeat in your XpressDox template, but exclude certain of them from the initial grid capture This command is used in conjunction with CaptureInGrid when there are too many elements inside the repeat for all of them to be displayed as a grid, but it is
Increment a date by a certain number of days, months or years. Command structure: «IncrementDate(DateOfBirth,25, “y”)» The above will add 25 years to the value in the data element ‘DateOfBirth’. Some simple examples: Tomorrow: «IncrementDate(Today(),1,”d”)» i.e. add 1 day to today’s date. Yesterday: «IncrementDate(Today(),-1,”d”)» i.e. subtract 1 day
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.
Command or Function Name Description and Examples AlignCaption Sets the alignment of the caption for specific data elements «AlignCaption(FirstName,LastName,Top)» AlignCaptions Sets whether captions on the interview should be aligned left, right or top «AlignCaptions(Right)» «AlignCaptions(Left)» «AlignCaptions(Top)» AlignErrorMessages Sets whether error messages (on the web interview) should be aligned
How will I know when to use this command? Particularly with long templates with lots of conditional logic, you can get one or both of the following situations: either the interview responsiveness is very sluggish, and/or you get an “Out of Memory” exception being thrown by the system. What
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