Using Tabs in the interview

Add Tabs to your XpressDox template to split the data capture

 

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 in v14:

Tabs can be created using the Manage Interview button, available on the XpressDox ribbon. Using Manage Interview, easily arrange fields into Tabs and when you’re done, all Tabs will be created for you. For the sake of readability, the Tab commands will be in hidden text. Switching on your paragraph markers in Word will reveal the code inside those Tab commands.

 

 

Constructing the Tab command (prior to v14):

Before Manage Interview was available, the creation of Tabs was a bit more of a manual process. 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.

 

 

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 is active – in that case it is possible to apply the Tab command to a repeater. This restriction applies to versions prior to v14, and only to Desktop.

 

Look at the TabOrientation command for different ways of displaying tabs.