About Formatting Answers in Builder

Modified on Thu, 12 Dec at 1:00 PM

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When merging variables and instructions in Actionstep Builder, you can apply formatting to the variable or instruction field that will determine how the user's answer will be merged.

When adding a variable to your template text, Builder provides options for automatically including the format on the variable field. This automatically includes the correct syntax within the field. variable. You can also manually enter the format by typing a pipe character after the variable name, followed by the formatting syntax.

The following table describes the formatting syntax available for each variable type:

Description	Example Field
TEXT VARIABLE FORMATS
No change to text	{[DescriptionOfServices]}
All uppercase	{[Client.FirstName\|upper]} {[Client.MiddleName\|upper ]} {[Client.LastName\|upper]}
All lowercase	{[Client.FullName\|lower]}
Initial cap for text	{[DescriptionOfServices\|initcap]}
Initial cap first word and rest lower case	{[DescriptionOfServices\|initcap:true]}
Initial cap for every word (doesn’t force capital words to lower case)	{[DescriptionOfServices\|titlecaps]}
Initial cap for every word the rest of the words are forced to lower case:	{[DescriptionOfServices\|titlecaps:true]}
Showing a blank lines in the document if text variable not answered	First Name: {[Spouse.FirstName\|else:"{[First Name]}"]} Middle Name: {[Spouse.MiddleName\|else:"_________"]} Last Name: {[Spouse.LastName\|else:""]}
DATE VARIABLE FORMATS
1/1/2019	{[EngagementDate\|format: "D/M/YYYY"]}
01/01/2019	{[EngagementDate\|format: "DD/MM/YYYY"]}
1st day of January 2019	{[EngagementDate\|format: "Do [day of] MMMM YYYY"]}
January 1, 2019	{[EngagementDate\|format: "MMMM D, YYYY"]}
Wednessday, January 1, 2019	{[EngagementDate\|format: "EEEE, MMMM D, YYYY"]}
Wed, January 1, 2019	{[EngagementDate\|format: "EEE, MMMM D, YYYY"]}
NUMBER VARIABLE FORMATS
1000	{[EngagementFee]}
1,000	{[EngagementFee\|format: "0,0"]}
1,000.00	{[EngagementFee\|format: "0,0.00"]}
one thousand	{[EngagementFee\|cardinal]}
one tenth	{[EngagementFee\|ordinal]}
-500	{[DiscountAmount]}
(500)	{[DiscountAmount\|format: "(0)"]}
-500.00	{[DiscountAmount\|format: "0.00"]}
(500.00)	{[DiscountAmount\|format: "(0.00)"]}
LIST FORMATS
Bullets	{[list Children]} My {[Relationship]} {[FullName]} {[endlist]}
Numbers	{[list Children]} My {[Relationship]} {[FullName]} {[endlist]}
Inline 1, 2 and 3	{[list Children\|punc: “1, 2 and 3”]}{[FullName]}{[endlist]}
Inline 1, 2, and 3	{[list Children\|punc: “1, 2, and 3”]}{[FullName]}{[endlist]}
Inline 1, 2	{[list Children\|punc: “1, 2"]}{[FullName]}{[endlist]}
Inline 1 and 2	{[list Children\|punc: “1 and 2”]}{[FullName]}{[endlist]}
(1) [Text], (2) [Text], and (3) [Text]	{[list Children\|punc:"1, 2, and 3"]}({[_index]}) {[Name]}{[endlist]} Creates the following list: (1) John, (2), Jane, and (3) Mark
IF FORMATS
If instruction using a true/false variable	{[if IsTaxPlanning]} Advanced Planning. In addition to the services described in Paragraphs 2.1. and 2.2., Attorney shall prepare for Client. Attorney shall also provide Client with appropriate tax identification numbers for any irrevocable trusts which will be funded immediately and will provide the trustee with a letter outlining the scope of responsibilities which the trustee must perform. {[endif]}
if instruction using a selection variable	{[if PlanType == "Will Only"]} You have chosen to only have a Will created for your estate. {[elseif PlanType == "Will, POA, Health POA"]} You have chosen to have a Will, POA, and Health POA {[else]} You have chosen to have a Will, Trust, POA, Health POA {[endif]}