Form Letters - ask variable

Started by Sara Lieser, September 28, 2010, 07:28:16 PM

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Sara Lieser

I have a document in which I want to use the "ask variable" in order to fill the producer's first name only, and it needs to appear more than once in the letter.  Is it possible to use the "ask variable" and have a single answer appear in multiple places in the document?
Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users

Bloody Jack Kidd

my gut answer is yes - but the ask_variable thing is not something I have a lot of experience with
Sysadmin - Parallel42

Lance Bateman

Yes, it's possible.  Once the variable is defined in your "ask", you can place that variable later in the document - and I don't think you repeat the whole "ask".

Jim Jensen

When you create the ask variable, it asks you to give the 'field' a name. In the ask variable details, it shows up just before your ask question. You should be able to include this anywhere after that in the document by inserting the variable name in brackets   {name}. I haven't done it in a while and would have to try to find a document containing it to verify - someone else can perhaps fine tune the directions. I haven't don't it since moving to Office2007 and am slow about finding some items yet.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

Jeff Zylstra

#4
Sounds like maybe an "IF" variable might be more of what you're looking for.  This is completely off the top of my head, but ".IF <producer>="John Smith","John","".   You could put several "lines" of "code" in the document, one for every producer.  Although looking at the raw form letter document would show these lines, they would not print or alter the layout of the document.  If the IF statement is true, it would just insert "John" wherever it was used, which could be anywhere in a sentence or paragraph.

P.S.  Can't remember if it's Graham or Ian Blundell, but one of both are pretty good with TAM form letters.  Better than I am, anyway.
"We hang the petty thieves, and appoint the great ones to public office"  -  Aesop

Lance Bateman

Whether to use "If" or "Ask" - pretty much up to how many possibilities you have.  If you have lots of possibilities (over 5 would be my limit), I'd use the "Ask".  And as mentioned in another thread - once the variable is defined, you can use just the variable (without repeating the Ask command) later in the document.

Quote from: Jeff Zylstra on September 29, 2010, 10:08:38 AM
Sounds like maybe an "IF" variable might be more of what you're looking for.  This is completely off the top of my head, but ".IF <producer>="John Smith","John","".   You could put several "lines" of "code" in the document, one for every producer.  Although looking at the raw form letter document would show these lines, they would not print or alter the layout of the document.  If the IF statement is true, it would just insert "John" wherever it was used, which could be anywhere in a sentence or paragraph.

P.S.  Can't remember if it's Graham or Ian Blundell, but one of both are pretty good with TAM form letters.  Better than I am, anyway.