Variable question type

Applies to Infiniti v8.1 or later
 

Variable Questions

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. Formulas are covered in Article: Infiniti Design Functions

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.
  2. Infiniti automatically adds an answer to the new question. Set the answer’s properties as below.

Property

Description / Examples

Variable

Select which variable to use, which includes:

  • Built-in user or user group information for the user generating the document, e.g. User Name.
  • Custom fields associated with the user profile.
  • Current system date or time.
  • A calculated result based on a supplied formula.

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 date of birth. Only applies if ‘[Formula]’ is selected in the Variable property.

 

               
       
               

3.   From the Placeholders tab, drag and drop the necessary bookmarks or tags onto the answer.

 

Related Articles

 

Keywords

variable question type document preparation formulae bookmark design function