User Reference

The SetInterviewDataOnly Command

October 25, 2011 Help
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If the sole purpose of a template is to construct an interview, but the document merged from that template is not required, then the SetInterviewDataOnly command can be included in the template, and the merged document will be ignored. A typical usage of this would be in conjunction with the MergeTemplate function, or the MergePDFForm [...]

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Set Web Information for a Template

October 25, 2011 Help
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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 Word document, the merged PDF document [...]

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The ShowIfHasValue Function

July 27, 2011 User Reference
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This function is used mainly to get rid of empty paragraphs in a document. <<ShowIfHasValue(AddressLine3)>> will insert the value of the AddressLine3 data element only if that data element has a non-empty value.  If the value IS empty, then the entire paragraph containing the field is removed. Note that this behaviour applies even when there [...]

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The PlaceHolder Command

July 27, 2011 User Reference
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<<PlaceHolder(DummyDataElement)>> will create an invisible control on the interview, but will enable Headings or Footings to be attached to that control. This would be used to include text into an interview screen, and in particular to include text which must appear or disappear depending on certain conditions. For example: <<ChooseFromRDBList(PartyType,Company,Individual)>> <<If(PartyType = ‘Company’)>> <PlaceHolder(Dummy1)>><<Heading(Dummy1,Enter the [...]

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The ChooseFromDataSource Command

July 7, 2011 User Reference

The template author will use this command to provide a way for the user of a template to choose data from a Data Source and those data can then be inserted into the template. Simple Form The simplest form of the command is shown in this example: <<ChooseFromDataSource(Contacts,Select the contact or type in the Contact [...]

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The OptimizeParsing Command

July 5, 2011 User Reference
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During the running of a template, XpressDox creates a number of structures. The most important one is an XSLT Style Sheet, which is used to drive the engine that merges the data into the template to form the merged document as an end result. The second structure is a schema, which is used to assemble [...]

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The Hyperlink Command

July 5, 2011 User Reference
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The Hyperlink command will attach a hyperlink to a heading or footing in the XpressDox interview.  When the user clicks on the heading or footing, then the hyperlink will be launched. An example would be: <<Hyperlink(Description,Heading,www.mydomain.com/help-with-description)>> Variable information (sourced from data elements in the data set) can be inserted into the hyperlink URL at the [...]

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The LinkToDataSource Command

July 5, 2011 User Reference
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LinkToDataSource links any control on the interview to a data source (a control is what the user uses to enter data, such as a straight forward text box, or a checkbox, or a dropdown, etc.).  It means that when the focus moves off that control, a call to the data source is made, to retrieve [...]

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Filling PDF Forms

July 4, 2011 User Reference
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PDF documents which have been prepared with PDF Form Fields (using a suitable PDF Form editor) can be filled with data captured with an XpressDox interview.  In fact, the PDF form can be filled with data from ANY source, as long as it is in XML form. There are a few steps that have to [...]

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The Plural Function

April 18, 2011 User Reference

Generic documents such as contracts often have numerous places where constructs such as “is/are” or “child/children” appear, or else the singular is always used document has a preamble has words to the effect of  “masculine usage includes feminine and singular includes plural”. With document assembly, and XpressDox in particular, the template can provide instructions in [...]

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