User Context Data Overview

User context data are answers Advance can automatically pass into an interview based on the user's account details.

For example, user context data enables an interview to show or hide questions conditionally depending on the user's work group or whether it is a client interview.

Overview

Advance stores useful information about users. This includes:

Personal details, such as their first name, last name, and email address
Data about their Advance account, such as the work groups they belong to
What kind of user they are, such as an external client

User context data makes this information available inside an interview, using user context variables. You can use these variables in your template to populate answers and tailor an interview to specific users. When using user context data in your template, you must ensure the variables you use exactly match the variables provided by Advance in name and structure You can use user context data to tailor a template's interview to a user, for example by showing conditional sections or assembling auxiliary templates. When a user opens an interview, Advance populates the user context variables with the user's data.

Common Tasks

Among others, the user context data enables you to perform the following common tasks:

Workflow

Working in HotDocs Author version 1.78 or later, you create a template which uses the user context variables. These must match the name and variable type of the user context variables provided. You can add additional functionality, such as conditional regions, to the template as desired. When a user opens an interview for the template in Advance, Advance overlays the user context data as answers to the variables. If configured in the template, Advance can use these answers to present a tailored interview, for example showing conditional sets of questions or assembling auxiliary templates.

Advance ensures only the data asked for in the template's interview is imported. This helps reduce file size and avoids unnecessary data being retained.

If you use the Custom Interview event or the Load Interview event webhook to connect to an external data source, Advance sends user context data in the request.

List of available variables

When authoring a template, you can choose to add any of the following variables to your template. Advance will only populate the variables you add to the template. You must match the name and type of variable exactly.

You must match the name and type of variable exactly.

User Context Variable Name	Type	Notes
HD_UserContext_IsClientInterview	True/False	Is the current interview a client interview.
HD_UserContext_ClientId	Text	Shows as "unanswered" if IsClientInterview is set to False
HD_UserContext_ClientTitle	Text	Shows as "unanswered" if IsClientInterview is set to False
HD_UserContext_ClientFirstName	Text	Shows as "unanswered" if IsClientInterview is set to False
HD_UserContext_ClientLastName	Text	Shows as "unanswered" if IsClientInterview is set to False
HD_UserContext_ClientEmailAddress	Text	Shows as "unanswered" if IsClientInterview is set to False
HD_UserContext_ClientMobileNumber	Text	Shows as "unanswered" if IsClientInterview is set to False.
HD_UserContext_ClientMobileNumberCountry	Text	Shows as "unanswered" if IsClientInterview is set to False
HD_UserContext_LinkData	Text	If the interview is opened from an Advance template link, this answer is populated with the value of the link's LinkData property. See Passing Linked Data in a Template Link Query String for more information.
HD_UserContext_TemplatePackageId	Text	The unique ID of the template in Advance.
HD_UserContext_TemplateName	Text	The name of the HotDocs template used by the interview.
HD_UserContext_TemplateVersionNumber	Text	The unique ID for a specific template version.
HD_UserContext_UserId	Text	The unique ID of the user currently using the interview.
HD_UserContext_UserFirstName	Text	The current user's first name.
HD_UserContext_UserLastName	Text	The current user's last name.
HD_UserContext_UserEmailAddress	Text	The current user's email address.
HD_UserContext_UserGroupIds	Text List	The list of unique IDs of the user groups to which the current user has access.
HD_UserContext_UserGroupNames	Text List	The names of the user groups to which the current user has access.
HD_UserContext_WorkItemName	Text	The name of the work item for which the current user loaded the interview.
HD_UserContext_WorkItemId	Text	The unique ID of the work item for which the current user loaded the interview.
HD_UserContext_WorkItemVersionId	Text	The unique ID of the specific work item version from which the current user has loaded the interview.
HD_UserContext_WorkGroupId	Text	The unique ID of the work group containing the work item being used by the current user.
HD_UserContext_WorkGroupName	Text	The name of the work group containing the work item being used by the current user.
HD_UserContext_SiteMoniker	Text	The unique identifying name of the Advance tenancy in which the current user has loaded the interview.