Double-clicking in certain fields in the Instant Database screen, will trigger Pathagoras to perform designated functions. The state or a value within the field determines the double-click action.
Right-side double-click possibilities:
(a) For 2, 3 and 4 below, a key word must exist in any form with the variable name so Pathagoras knows what kind of data you are working with. So if the keyword is SSN, it 'exists' if SSN is anywhere in the variable: [SSN] or [Client SSN] or [SSN of Spouse], etc.
(b) Again, for 2, 3 and 4 below, the right (value) side must contain at least an 'acceptable value'. (For example, if you want to convert a telephone number that contains letter, or an insufficient number of digits, Pathagoras won't know what to do with it.)
1. Cycle the case of the text.
This is the 'default' action, triggered if the keywords described below don't exist.
The double-click 'cycle' is from 'ALLCAPS' to 'First Letter Caps' to 'lower case' back to 'ALLCAPS'
2. Cycle Date formats if 'date' keyword exists:
(a.) A 'date' keyword (in the left column) is one that contains 'Date', 'DOM', 'DOS', 'DOB', 'Birthdate', and 'Today'.
(b.) An acceptable beginning value is anything that appears as a date.
Return: Pathagoras will cycle through a selection of 6 of date options. Keep double clicking to see them all.
Note: If you want to preserve the date as typed in the value box, but need different formatting for that same date in other parts of the document, use the date formatting arguments as discussed in this section of the Manual.
3. Convert Social Security Numbers to proper format if 'SSN' keyword exists:
(a) The key word is 'SSN' or 'Social Security' in any fashion within the variable name.
(b.) An acceptable value at the right must be a string of digits, 9 digits long.
Return: The 'return' will be in the format XXX-XX-XXXX.. I.e., 222334444 becomes 222-33-4444
4. Convert Telephone Numbers to proper format if 'phone' keyword exists:
|(a) The key word is "phone" or "fax" in any fashion within the variable name (left coumn).|
(b) An acceptable value is any 10 numbers, with or without parentheses and hyphen. (If you want to convert a telephone number that contains letter, or an insufficient number of digits at the right, Pathagoras won't know what to do with it.)
|Return: The 'return' will be the default telephone format you selected in the Instant Database Settings and Options screenage.. I.e., 5555551212 becomes (555) 555-1212|
Other right-side double-click possibilities:
If the value at the right is an equivalency function, (e.g., "=[Client Name]", and if the variable doesn't yet exist in the left column, Pathagoras can create variable for you. Just double click in the text box at the right showing the equivalency. The variable will appear immediately below the equivalency. (If the variable exists, Pathagoras will tell you so, and also tell you the page if the IDB screen it resides on.) See this page in the Manual.
If your selected multiple choice option itself contains one or more variables nested within it, AND the nested variable(s) doesn't yet exist in the left column, Pathagoras can create the variable(s) for you. Just double click in the text box at the right showing the nested variable. The variable(s) will appear immediately below the original variable. (If a variable exists, Pathagoras will tell you so, and also tell you the page if the IDB screen it resides on.) See this page in the Manual.
Left-side (variable side) double clicks:
When you double-click on a variable, the name of the variable transfers to the right side with the brackets stripped away. This is quick way of transferring over a default value (if the default value happens to be the name of the variable). A shift-Double click will retain the brackets. (This latter tool might be used to preserve otherwise blank values if you have 'Delete Blank Variables' selected. A variable that replaces itself is not 'blank'.)