March 27, 2023

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 to understand how to make parts of the text bold as shown in the below example.

Guidance notes on an XpressDox document automation software template provide context to the interview

 

Conditionally show / hide notes on a question

Using Heading/Footing text in a condition to show or hide the text might be the answer to an uncluttered interview. Let the user decide if they would like to see more information.

XpressDox Document Automation Software. Guidance notes give context

XpressDox Document Automation Software. Guidance notes give context


«Comment(conditionally show / hide guidance notes on an interview)»
«Test»
«ChooseFromHzRDBList(Show,,Show,Hide)»
«Width(Show,18)»
«if(Show = ‘Show’)»
«Placeholder(PH_TestNotes)»
«Heading(PH_TestNotes,@/Microsoft Sans Serif/10@ Lorem ipsum dolor sit amet, consectetuer adipiscing 
elit. Maecenas porttitor congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus 
malesuada libero, sit amet commodo magna eros quis urna.\nl\nlNunc viverra imperdiet enim. 
Fusce est. Vivamus a tellus.)»
«End()»
«Caption(Test,This is a long caption on the Test data element)»
«Caption(Show,Do you want to show the guidance notes on the Test data element above?)»

Hover help

Use the «Help()» command to insert hover help on a field in the interview. Use the \nl instruction to insert paragraph breaks into the help text.

XpressDox document automation software. Add help to fields on the interview


«Test2»
«Help(Test2,Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor 
congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus malesuada libero, sit 
amet commodo magna eros quis urna.\nl\nlNunc viverra imperdiet enim. Fusce estVivamus a 
tellus.\nl\nlPellentesque habitant morbi tristique senectus et netus et malesuada fames ac 
turpis egestas. Proin pharetra nonummy pedeMauris et orci.\nl\nlAenean nec lorem. In 
porttitor. Donec laoreet nonummy augue.)»
«Caption(Test2,Hover help over this data element)»

Insert a hyperlink on your Interview

Use the Hyperlink command to insert a hyperlink on the interview, enabling users to access a webpage or internal resource to lookup guidance notes or opinions at the time of running the template. Hyperlinks should be attached to Headings / Footings.

«Comment(a data element or a placeholder)»
«Placeholder(PH_Link)»
«Comment(create heading or footing text and style it to look like a hyperlink)»
«Heading(PH_Link,^u^@Blue/Microsoft Sans Serif/10@Click here to read more)»
«Hyperlink(PH_Link,Heading,https://xpressdox.com)»