Automatic Creation of <<*Ask*>> prompts
Automatic creation of <<*Ask*>> prompts:
At your request, Pathagoras can scan your source document for any <<*Options*>> and <<*Optional*>> text blocks that are present. It can pull the essential elements from each such block and then create a basic <<*Ask*>> prompt for each such block, placing it the top of your document. You can further edit and refine the prompt so that it best meets your needs.
Note: Only <<*Options*>> and <<*Optional*>> text blocks that contain a !group! reference will be processed. You may wish to add a !group! reference to your <<*Options*>> and <<*Optional*>> text blocks to take advantage of this feature. Even if there is only a single member of the group, you may find that the benefits of the <<*Ask*>> prompt are worth the effort to do so.
To create the <<*Ask*>> prompts in this automated fashion:
| 1. | Make sure that the document to which you want to add <<*Ask*>> prompts is on screen. |
| 2. | Click the Pathagoras|Authoring/Editing Tools|General Editing tools. Under the <<*Options*/*Optional*>> tab, click the "<<*Ask*>> Prompts" button. (Image below.) |
When clicked, Pathagoras will scan the document for any <<*Options*>> and <<*Optional*>> text blocks that contain a !group! reference. Pathagoras parses out the administrative content of each one and placed it into an <<*AskOptions*>> or <<*AskOptional*>> block, as appropriate, at the top of the document. An additional 'instruction' block is added containing usage information.
| 3. | Review the prompts that were created. Modify the questions as appropriate to make the appropriate response as unambiguous as possible. |
| 4. | Save the document. |
The <<*AskValue*>> prompt must be manually created, either fully or partially so. See this page of the Manual. If you have structured an <<*Options*>> block in the body of the document that is being scanned which contains ranges of values, Pathagoras will create an <<*AskOptions*>> prompt at the top, with the ranges reflected as the alternative choices. Simply change <<*AskOptions*>> to <<*AskValue*>> and either replace the alternative choices with a simple question or just close the block with a "*".
Clause Sets: If you assemble documents using Clause Sets, and want to use the 'automatic creation' tool discussed, here, we recommend that you perform the following steps:
| • | create a 'complete' document which contains all possible options and optional text blocks. |
It is not important at this stage that the resulting document contains more text than would ever be used. The idea here is to have a document that contains all of your <<*Options*>> and <<*Optional*>> elements.
Before you create this 'huge' document, you should turn 'off' processing so that the <<*Options/Optional*>>blocks are not automatically processed.)
| • | Run the automatic <<*Ask*>> prompt creator described above. |
| • | Edit the <<*Ask*>> prompts to your satisfaction. |
| • | Copy and paste the entire block of <<*Ask*>> prompts into the first clause that you use when assembling via Clause Sets. (Typically, the 'first clause' is the same throughout all documents in the topic, but not necessarily. |
| • | If some <<*Ask* >> prompts seem inappropriate to a particular Clause Set, just delete it (for example, when a clause set creates a Will for a family with no minor children, delete <<*Ask*>> prompts referencing a !Guardian!). |