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Other IDB Functions, Features and Tools |
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Other IDB Functions, Features and Tools |
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There are a few more features of the IDB system of which you should be aware that have not been discussed elsewhere:
| • | Double Click: Double clicking on a variable name in the IDB mask will cause the variable name (but not the brackets) to be transferred to the right side of the form. This is a 'poor man's way' to optional text. To 'keep' the text, double click it so that it stays in the document. (The actually operation is that it replaces itself with itself.) To delete the text, just leave the 'replacement text' side blank. |
Example: Let's say that you are preparing a cover letter to accompany a purchase order. In some cases, the purchase is final, while in others a product return is allowed. To meet this situation, you might place a variable in the source document that reads "[All purchases final.]"
When it is time to personalize the document, that variable (along with all other document variables) will be presented on the Instant Database screen. If this is one of those sales where no return is allowed, the user could double click the "[All purchases final.]" variable and it will be transferred to the right as the replacement text. When you click the Next button (telling Pathagoras to make the replacements), "All purchases final." will appear in the final letter. (Of course, if refunds are allowed, the operator would simply leave the replacement text blank. When Next is pressed, the variable will be deleted and the proper message will be communicated. (In actuality, the variable is replaced with 'nothing,' but the result is the same.)
Double click on variable transfers text (without brackets) into replacement column.
| • | Preserve Variables: You may wish to complete a document on which you are working with the replacement text you current have and complete the remaining variables at a later time. Pathagoras lets you do this. Simply uncheck the "Delete if blank" box above the first line of the replacement text column. |
Uncheck 'Delete if blank' box to preserve any variables for which data is not currently available.
Page url: http://www.pathagoras.com/help/index.html?other_idb_features_and_tools_2.htm
