A user wrote:

"We use the variable '[OurClient]' to capture the name of, and produce documents and letters to or concerning, our client. But for documents prepared in the course of litigation, 'Our Client' is sometimes the '[Plaintiff]' and sometimes the '[Defendant]'. But our client is always '[OurClient].'  It sure would be nice to have a way to quickly equate the data recorded next to [OurClient] to either the [Plaintiff] or the [Defendant] value field in the IDB mask without risking a typo."

 

   You can easily set the value of one variable to automatically be equal to the value of another variable.  Simply put in the following equivalency function: "=[variablename]" (no quotes) in the right column of the IDB screen next to any other variable. See the below screen shot where the variable [Plaintiff] is equal to the value of [ClientName].

 

Click to enlarge.

The variable[ClientName] found in position #1 of the variable list was inserted in the third line,
with an '=' sign added to create the equivalency.

 

   When Pathagoras detects the '=' sign adjacent to a bracketed variable at the 'right', it displays a red button between the two columns.

   When you click on the button, "=Client Name" will become "John Q. Doe".

   If you click the red button again, the 'equation' is restored. That is in case you need to edit the formula or (if a multiple choice selection is supplied) choose another item from the list.

   You can concatenate two, three or four individual variables into a new variable. E.g., [Full Name] = [First Name] & [Middle Name] & [Last Name]. Click this link for more information

   See next page for a discussion on how to assign a role to one of several possible actors.

 

 

 

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