Fixed Lists (dot-variables)

   [.Firm.Name]  . . . [.Company.Address]

   Consider the above references to within variables.  Simple, elegant.  The structure is just this. .Firm=a call to a database titled 'Firm' and .Name=a call to the value under the heading Name in that database.

   That's what Fixed Lists are all about.

   You can always place a variable in a document called [FirmName] and [FirmAddress] (or if it is your firm, you can hard code your documents with those values).

   Problems can arise when you have to change the name of the firm, or it's address, phone, etc., or you have branch offices and need to account for the branch.

   Pathagoras offers a solution in its 'dot variable' (or Fixed List) feature. You need only populate the document with the appropriate dot variable and then let Pathagoras do the hard work.

   Fixed List values that dot variables call up are set (and re-set) in the multichoice.xlsx file (the same file that contains your *Alias* lists. The values are automatically imported into your Instant Database when Pathagoras detects the 'dot' calls (the periods immediately to the left of the bracket that opens the variable. The first attribute represents the section's Name and the second attribute represents the column title.

   The fixed list contemplates a single value for a specific reference. If you need multiple choices for a variable, we recommend use of Multichoice Lists (*Aliases*) shown on the first tab of this file, although multiple choices for dot variables are possible in this feature. See below)

   To create/edit a Fixed List, open the multichoice.xlsx file (click the buttons in the Pathagoras | Alias Lists | Fixed List screen) and click on the 'Fixed List' tab at the bottom of the Excel spreadsheet. You will see a few examples in place, all of which function, and all of which can be modified to suit your needs or deleted if you want to start over.

   The whole system works on named sections of the spreadsheet. The names are not visible on screen unless you highlight the entire section of the screen that has been named. Then the name will appear in the name box in the upper left side of the spreadsheet.

   You can easily create new sections (and new names) by just typing. Using the existing text as examples, any where else in the spreadsheet, type a 'title' (which will be used in your 'dot-variable')  and immediately below that, a value. Continue typing titles and values until you have completed what you want. view the section names above, highlight the section (there are 3 sections above, each one in a slightly different shade of grey.) Note the section name in the Name Box in the upper left corner of the screen. (The above sections have been named Attorney, Firm and Company. (When you highlight each block, these names will show in the Name Box.)

   To 'name' a section of an Excel spreadsheet: (1) Highlight the section you want to name. (2) In the Name Box at the far left of the formula bar (just above the letter A showing the rows in the spreadsheet), type the name you want to assign to the section. (3) Hit Enter. (Enter is an essential keystroke to lock in the name.)  The name you provide represents the 'subject' of the section, and is what follows the first 'dot' in the variable.

   A 'named' section is like a mini-spreadsheet. You can reference the section by its name and its rows and columns function just like a spreadsheet within a spreadsheet.

   The samples provided in the Fixed List tab of the spreadsheet are just that: samples. You can use or delete them.

   If you need to resize a Named section, use the Name Manager under the Formulas tab.

 

    Multiple dot variable choices: If you have provided multiple rows of values beneath a heading, you can tell Pathagoras which row to use. The first row of values is called by default and require no modification from the above. Second, third, etc., rows can be called by adding a third dot and a row number. E.g., [.LawFirm.Attorney Name.3] for the 3rd attorney in the list. Of course, you have to know that #3 is the value you want for this feature to work. That's why, when multiple choices are involved, be recommend 'Alias Lists', not Fixed Lists.

 

Created with Help & Manual 7 and styled with Premium Pack Version 2.70 © by EC Software