Advanced settings
This section is divided into three different categories. On the Questionnaire, lists questions and input fields shown to end users in Author Online to collect structured feedback or data, which may vary by content type. In the Document, outlines the values that will be included in the final document generated after the questionnaire is completed and the template is assembled. Repeated groups help authors organise content that could be repeated.
On the Questionnaire
Display Options
It determines how values are presented and collected in the questionnaire. For multi-select, the available options are:
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The user is presented with a group of checkboxes, where none, one, many, or all can be checked.
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The user is presented with a select box containing options from which none, one, many, or all can be chosen.
To select multiple items, press and hold the Ctrl key as you click each option.
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The user is presented with a select box containing options from which none, one, many, or all can be chosen. Selected options are moved to the right, where up and down arrows can be used to change their order. Add and remove options can be used to modify the selected options.
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Default Value
Default values are pre-filled entries that appear in questionnaire fields when accessed for the first time. You can later type these values manually in the edit boxes or derive them using expressions in the questionnaires. If a variable remains unanswered, because the user removed the default or skipped the relevant questionnaire page, the default value will not appear in the final document. This ensures only confirmed user inputs are included.
For a multi-select variable type, you can set multiple default values from the pre-defined options in the list by choosing
Set as default
from the more options menu

in the individual selection boxes. For details, see
Set Default Selections for Text Variables.
In the Document
Default case
The default case specifies the casing of variable values in a generated document when no local case is defined. The available options are:
Capitalize Each Word (capitals)
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The first letter of all words will appear capitalised in the generated document.
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All letters will appear in uppercase in the generated document.
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All letters will appear in lowercase in the generated document.
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All letters will appear as they are entered on the questionnaire in the generated document.
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The first letter of all major words will be capitalised in the generated document.
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First letter capitalize (firstletter)
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The first letter of each word will be capitalised in the generated document.
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If no default case is selected, the value will be generated as entered in the questionnaire by default.
Default format
The default format attribute determines how variable values appear in a generated document when no local formatting is applied. The default format is interpreted based on the variable type. You can choose from popular formats using the dropdown menu or create your own by selecting the
Create new
option. Clicking the
Edit format
button will open the Format dialog, and the newly created format will be selected as the default.
If you choose
None
as the default format, the generated document will undo the previous selection and remove the selected format.
You can manage both newly created and existing formats by selecting the format and clicking
Edit format
. This will open the Edit Format dialog box, which provides options to Delete, Save, or Cancel.
Delete
– Removes the selected format.
Save
– saves the custom formats in the Format table according to applicable conditions.
Cancel
– Discards the custom formats, and they will not be stored in the Format table.
When custom formats are created for a data type, they will be displayed as options in the 'format' dropdown. These options are ordered by the most recently added and appear immediately in the default format list. If any format is modified, it will be re-ordered to appear as the most recently modified in the dropdown.
If a user deletes all formats associated with a specific data type, and no formats are listed in the Format table, the dropdown will automatically revert to displaying the pre-loaded/default format list.
For
, the available pre-defined formats are:
Punctuation with "and" (, | and )
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Punctuation with Oxford comma (, |, and |.| and )
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Line breaks with punctuation (;^L|; and^L|.)
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