Variable
Overview
Variable questions provide a way to retrieve information from the user’s profile or calculate values from data collected in the question set.
The variable question requires you to specify a particular user profile field such as name, address line 1 or email, or to provide a formula to calculate a result. Formulas are not limited to numeric data as they can calculate dates and build strings. For more information see Formulas.
This question type is not visible to the end user in Produce, as it simply inserts a value into the generated document.
Preparation and Bookmarking
Insertion or selection bookmarks or tags can be used throughout the document to specify where the variable result is to be inserted.
Usage
How to create a variable question
1.From the toolbox, drag and drop a Variable question onto a page, section column or tab.
- SmartIQ automatically adds an answer to the new question. Set the answer’s properties as below.
- From the Placeholders tab, drag and drop the necessary bookmarks or tags onto the answer.
Property | Description / Examples |
---|---|
Answer Name | Type in a unique name. |
Document Format | Options are:
|
Variable | Select which variable to use, which includes:
|
Formula | Defines a formula to calculate a result based on information in the question set. For example a calculated total, or calculated age based on the date of birth. Only applies if ‘[Formula]’ is selected in the Variable property. |
Find Dependencies | Clicking this link will open a pop-up window that will show any dependencies that this label has. |
Best Practice
Variable questions can reference other SmartIQ questions within formulas. Whenever possible, questions should only refer to other questions which come earlier in the form structure. References to later questions (often called a "forward reference") may work but can also behave unreliably; for this reason forward references are not recommended.
Variable 'Is Connected'
- returns "True" when the form is in a connected state and "False" when it is not
- will only apply after a PostBack has occurred
Updated about 1 month ago