Customizing Repeated Dialog Titles

You can customize the dialog titles used for each repetition in a repeated series of dialogs.

In some situations it may be useful to customize the title for each repetition so the user knows what's in that particular dialog. For example, maybe you want the topmost icon in the list to use a generic title (like List of Beneficiaries), but you want the name of the beneficiary to appear for each individual repetition in the interview. This way, the user can easily review what's in each dialog.

To customize the title of the repeated dialog

  1. In Component Studio, edit the repeated dialog.
  2. At the Repetition drop-down list, ensure Series is selected.
  3. Select the Display tab.
  4. Type a generic title in the Series label text box, e.g. List of Beneficiaries.
  5. Place your cursor in the Dialog title text box.
  6. Select the Field Editor tab on the right on the screen and choose Add a placeholder.
  7. Choose Computation as the Placeholder type and create a new one (or select an existing component if you have one suitable).
  8. Edit the computation.
  9. In the Script field, enter the script that tests whether the user has answered the variable you want to use in the title. The script should also merge the text you want HotDocs to use in the title. An example script would be:

VALUE(Beneficiary Name, "Next Beneficiary")

  1. Save and test your dialog.

You may also wish to edit the dialog title further, for example «DialogTitleComputation»'s Personal Details would result in the dialog repetition being named John Smith's Personal Details.