Using Tabs in the XpressDox interview
With the Tab command it is possible to split the data capture interview into a number of tabs, and divide the interview questions into these tabs. Although this post is still relevant (screenshots shown in v12), with the introduction of Manage Interview from v14 the creation of Tabs is made far simpler.
Should you wish to construct the Tab commands yourself, then follow this article. Otherwise, use Manage Interview for the drag and drop approach to Tab construction.
Command structure:
«Tab(Personal,Name,Address,Telephone,FaxNumber)»
Examples of usage:
«Tab(Personal,Name,Address,Telephone,FaxNumber)»
«Tab(Employer)»
Personal info:
Name: «Name»
Address: «Address»
Telephone Number: «Telephone»
Fax Number: «FaxNumber»
Employer details:
Employer: «EmployerName»
Address: «EmployerAddress»
Telephone Number: «EmployerPhone»
Fax Number: «EmployerFax»
Consider the above template.
The two Tab commands will cause the interview to be split into two tabs, with captions Personal and Employer. The data elements Name, Address, Telephone and FaxNumber will appear on the Personal tab, and all other data elements on the Employer tab.
Constructing the Tab command:
The Tab command can be inserted from the Command Editor and the data elements typed in. But there is an easier way! After a template is saved, all data elements known to the template are presented in the Command Editor under the Data Elements node. Double clicking on a data element will insert it into the template.
Because you want to insert these data elements in the form of a list rather than inside their delimiters, toggle the button to Exclude the delimiters before double clicking on a data element name.
See below two interviews side by side, the first containing no tabs, and the second interview arranged with tab commands:
Why might I have a General tab:
If the command «Tab(Employer)» is omitted, then XpressDox will construct a tab captioned General on which all the other data elements will appear.
Any data elements (including Placeholders), not yet assigned to a Tab, will appear in a General Tab.
Repeating data:
The Tab command only affects the main data element parent, and not any repeating data elements. In a command such as «ForEach(Beneficiary)» “Beneficiary” is known as the parent element.
Note that the restriction to non-repeating data elements does not apply when the InterviewIsWizard Command is active – in that case it is possible to apply the Tab command to a repeater.
