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Variables in Author Online

Yes/No Variable

A Yes/No variable presents users with a binary choice between Yes and No in the questionnaire. It is best suited for questions that require a straightforward confirmation or denial, such as whether a clause applies or whether a party agrees to a condition. The variable supports custom labels for both options in the questionnaire and in the generated document and offers flexible display options such as radio buttons or a single checkbox.
  • Question
    : Specifies the question text that is displayed on the questionnaire shown to end users.
  • Guidance
    : Specifies the guidance text that appears on the questionnaire. It appears below the variable's answer box in smaller text and supports rich text formatting using the controls above the text box.
    note
    If you want to make a specific question compulsory for the user, check the
    Answer required
     box. Required questions display a red asterisk and prevent submission until they are answered.

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. 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. The available display options for a Yes/No variable are:
    Input Type
    Description
    Options Presented
    Radio buttons
    The user is presented with a pair of radio buttons representing Yes and No.
    Single checkbox
    The user is presented with a single checkbox representing Yes (checked) and No (un-checked).
  • Default Value
    : Default values are pre-filled entries that appear in questionnaire fields when accessed for the first time. You can type these values manually in the edit box or derive them using expressions.
    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.
  • Custom Label for "Yes"
    : You can change the default text displayed for the
    Yes
     option in the questionnaire. For example, if you enter "True" for Yes, the questionnaire will show True instead of Yes. This can be particularly useful if you want to align terminology with the way the document is organised.
  • Custom Label for "No"
    : You can change the default text displayed for the
    No
     option in the questionnaire. For example, if you enter "False" for No, the questionnaire will show False (or any other text you specify, such as "Not Applicable") instead of No.

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:
    Format Option
    Description
    Capitalize Each Word (capitals)
    The first letter of all words will appear capitalised in the generated document.
    Uppercase (upper)
    All letters will appear in uppercase in the generated document.
    Lowercase (lower)
    All letters will appear in lowercase in the generated document.
    As entered
    All letters will appear as they are entered on the questionnaire in the generated document.
    Title case (proper)
    The first letter of all major words will be capitalised in the generated document.
    First letter capitalize (firstletter)
    The first letter of each word will be capitalised in the generated document.
    If no default case is selected, the value will be generated as entered in the questionnaire, by default.
    For detailed instructions, see Field format and case overview.
  • Custom Text When Value is "Yes"
    : It allows the user to specify a custom text label for the Yes option, with the default label being "Yes". The specified text will be displayed in the document when the user selects the Yes option. If no text is updated, it will be blank by default.
  • Custom Text When Value is "No"
    : It allows the user to specify a text label for the No option, with the default value being "No". The specified text will be displayed in the document when the user selects the No option. If no text is updated, it will be blank by default.

This article applies to:

  • Product: Contract Express

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