True/False Variable Editor

When you use a True/False variable, you tell HotDocs to place specified text, such as a word or phrase, into the final document based on the user's answer to a yes/no question.

To access the True/False variable Editor, you can:

When you place a True/False variable on a spreadsheet repeated dialog, if your template user leaves that variable unanswered, HotDocs stores a value of FALSE in the answer set, rather than UNANSWERED.

In this topic Hide

  1. Common Tasks
  2. Component Toolbar
  3. Component Identity Property
  4. Display Tab
  5. Behavior Tab
  6. Notes Tab
  7. Additional Information Expander
  8. Tools Pane

Common Tasks

Component Toolbar

Basic component actions appear in the component toolbar, above the component properties.

Button What it Does
Test Displays the selected component in the HotDocs Test Browser.
Rename Displays the Rename Component dialog that enables you to rename your component.
Duplicate Displays the Duplicate Components dialog that enables you to create a copy of this component in the component file.
Tools Shows or hides the Tools pane on the right.
Delete Displays the Delete Component dialog that enables you to delete the component. You can also view a list of templates or components that currently reference the selected component and you may have to fix after deletion.

Component Identity Property

At the top of the editor you can see the name that HotDocs uses to identify this true/false variable.

Property Name What it Does
Name Enables you to view and edit the name of your variable. You can easily this property if your no other components or templates reference the variable; otherwise, this property becomes read-only.

It is not advisable to rename variables once another component or template references them, since this can cause major answer mismatches during document assembly.

If read-only, you can rename your variable using the Rename button on the toolbar.

Component names must be unique within the template and component file.

Display Tab

The Display tab provides you with options that enable you to change how a component's answer field appears during the interview:

Property Name What it Does
Prompt Enables you to provide the interview question text to help a user answer a question during an interview.

If you do not provide any prompt text, then the Title property text will display as the interview question text. If there is no Title property text, the variable name will display as the interview question text.
Yes/No on same line Instructs HotDocs to place the Yes and No options on the same line in the interview.
Width on regular dialogs

Provides you with options for setting the width of the frame that surrounds the true/false variable's control when the true/false variable is displayed in an interview using a regular (non-repeated or series) dialog:

  • Automatic – sets the width of the frame that surrounds the true/false variable's control to the HotDocs default for true/false variables (the required width to show all of the options)
  • Full – sets the width of the frame that surrounds the true/false variable's control to the full space available in the interview
  • Exactly – sets the width of the frame that surrounds the true/false variable's control to the exact number of units you specify (each unit is about equal to the width of the character 5)
Spreadsheet dialogs Provides you with options for setting the width of the frame that surrounds the true/false variable's control when the date variable is used in a spreadsheet dialog:
  • Automatic – sets the width of the frame that surrounds the true/false variable's control to the HotDocs default
  • At least – sets the width of the frame that surrounds the true/false variable's control to the number of units you specify or larger as needed (each unit is about equal to the width of the character 5)
Title If a component appears in a default dialog, enables you to give your component a title that appears in the interview outline and in the dialog title bar. If the component appears in a custom dialog, the title only appears when you don't provide text in the Prompt property.  

Behavior Tab

The Behavior tab provides you with options that enable you to change how a component behaves during the interview and assembly:

Property Name What it Does
Ask automatically Causes HotDocs to ask the variable in an interview as long as the following conditions are also true:
  • The answer for the variable is used within the template (for example, tested in an IF instruction or referenced in a field that places a template user's answer into the text of the final document during assembly)
  • The variable has been asked before in the interview

If you previously linked the variable to a dialog, Ask automatically also causes HotDocs to ask that dialog within the interview.

When you clear this option, HotDocs prevents the variable question from appearing in an interview unless the variable is used in a dialog that is specifically asked.
Warn when unanswered Enables you to have HotDocs display a warning message if a template user attempts to finish the interview without answering one or more questions.

If you clear this option, the End of Interview dialog still reports the question as unanswered; however, HotDocs does not display a warning message.
Save answer Enables you to cause HotDocs to store the answer in the answer file. You can uncheck this box when you only need the answer to provide a value to a local variable and do not want HotDocs to store it for later reuse.
If answer is irrelevant Enables you to specify whether HotDocs shows, hides, or disables variables that a template user's choices cause to be irrelevant within an interview.
  • Default – causes the variable to use the default setting, which you define at the Template Properties dialog box Interview Behavior tab
  • Gray – causes the variable to appear grayed out if the template user does not include it in the document (this is the default option for all variables)
  • Hide – causes HotDocs to hide the variable if the template user does not include it in the document. If the template user changes the answer file and the variable is now needed, HotDocs shows the variable in the dialog.
  • Show – causes the variable to always appear in the dialog, regardless of whether it's used or not
Default format Enables you to set the format for every placeholder field that references this component throughout the template. Setting a format enables you to define the pattern HotDocs uses to format answers or other values in assembled documents; for example, you can use the 'LIKE THIS' text format to capitalize all letters in a name, the 'nine' number format to spell out a numeral, or the pattern 'dd/mm/yyyy' to format a date answer as text.

Setting a default format does not override any formats you have already (or will) set for an individual placeholder field using the HotDocs Field Editor.
Default unanswered text Enables you to specify what text you want HotDocs to place into the final document when a template user leaves the variable unanswered. This text overrides the Unanswered variable placeholder you can select in the Template Properties dialog box Assembly Behavior Tab.
Pad answer to fixed number of characters Enables you to change how answers are displayed in the assembled document by altering the padding of the answer according to the characteristics you specify using the following properties:
  • Padded Width – enables you to specify, by selecting a fixed number of characters, the width of the area in the assembled document that contains an answer
  • Answer alignment – enables you to specify the alignment of the answer in the area of the assembled document that contains an answer:
    • Left – the answer appears first, followed by the appropriate amount of pad characters
    • Right – the appropriate amount of pad characters appear first, followed by the answer
  • Pad character – Enables you to specify which character HotDocs uses to pad any spaces left over if the answer doesn't use all the width you specify in the Padded width property. If the answer is shorter than the padded width, HotDocs inserts the necessary number of pad characters.

The default fill character is a space.

Notes Tab

To provide you a quick way to know if this tab contains any content, you can see a + symbol on the tab if there is a note.

As you create components, you may want to include notes to remind yourself of decisions you made when creating the component. For example, maybe you need to remember information about restrictions you applied to a Number variable, or remind yourself of the purpose of the component in the template.

The notes tab enables you to type any notes you want about the component and its role in the template.

This information is not visible in the interview; it is for the author’s reference only.

Additional Information Expander

The Additional information expander, located at the bottom of the component editor, enables you to open the additional information pane so you can edit the additional information property:

Property Name Explanation
Additional information Enables you to provide supplemental help text (or an external URL) to help your template users better understand how to answer a question in an interview. Template users access this information by viewing the additional information pane in the interview interface.
  • Text – enables you to type helpful information in the text box which is displayed in the additional information pane in the interview

You can use HTML and CSS in the text box to format the text that displays in the additional information pane in the interview. As such, if you want to preserve angle brackets in your text (for example, <Your Name>) you must use the codes &lt; and &gt; to insert the brackets (for example, &lt;Your Name&gt;).

  • URL – enables you to type a URL for a website in the text box (be sure to include the http:// protocol in your link). This link is displayed in the additional information pane in the interview.

To provide you a quick way to know if this pane contains any content, the content (if any) is summarized to the right of the pane's label.

Tools Pane

On the right side of the component editor you can view a tools pane containing various (Components, Models, Used in, or Field Editor) tabs for this component.

You can use the Tools button on the Component toolbar to show or hide the tools pane.

Used In Tab

When you select a component in the Components column of Component Studio, you can look in the Used In tab to see the list of other components or templates (if there are any) that use the component you select. Double-clicking an item in the Used In tab opens that item for editing and places focus on the first reference to the component you selected.

Field Editor Tab

When you select a text-based component property that can contain fields, the Field Editor tab appears in the Tools panel. Any HotDocs fields you add to the text that appear in an interview. When a template user provides an answer for that placeholder field in the interview, the answer appears in the component's interview display text.

The Field Editor works in this context just as it does in a DOCX template or in HotDocs Composer.

If you use a placeholder field in a component's interview display text, you must ensure the template user provides an answer for that placeholder before the interview displays the component containing the placeholder field.