The Records tab is used to assign content records to question choices.

1.   From the navigation menu, click Response.



2.   From the secondary menu, select Forms.



3.   Click on the form name.



4.   Click on the Records tab.



5.   Click Add New icon.



6.   Click into the search field to search for content. If you know the record ID number, enter the ID number. The search is dynamic, meaning there is no "search" button to click.



7.   Click once on the content record to use – the background will turn light blue.



8.   Ensure the correct record(s) is (are) blue and click Add.



Tips
  • Hold down the CTRL or SHIFT key on your keyboard to select multiple records at once.

Edit Rules

After adding a content record, you may want to add a rule (or rules) to designate when the content should be included. Do not add any rule(s) to include a content record in every document generation.

1.   Hover over the content record thumbnail and click Edit Rules.



2.   Click the Add Rule button.



3.   In the first picklist, select the question for the rule.



4.   From the operator picklist, select the operator to use for the rule.



5.   In the last column, enter the question choice that links to this record.



6.   Click Save Rules.



Tips
  • Click the Add Container button to apply containers where to group together rules. In the example below, this content record will be included only if the user selects “Yes” to include a cover page and TOC, as well as “US” as the type of cover page.
Options

Formatting

Use Formatting options to specify pagination options and the format of text. To access these options, Hover over the content record thumbnail and click the arrow dropdown.

1.   Select Formatting from the picklist.



2.   Choose a pagination or line break option to occur before or after a record:

  • None: no added pagination or line break

  • Paragraph: adds one hard return

  • Page Break: adds a Page Break

  • Section Break Continuous: adds a Section Break (Continuous)

  • Section Break Next Page: adds a Section Break (Next Page)
a. Under Break Before Insert, choose the appropriate option.



b.   Under Break After Insert, choose the appropriate option.



3.   Choose a formatting option from the Paste Format picklist.



  • Default Paste: this option retains the existing style names and uses template assigned for the output file, where the behavior comes from the default setting in your local Microsoft Word instance for “Pasting between documents when style definitions conflict”. This option is best if you are using unique style names in your content.

  • Keep Source Formatting: this option retains the look of the text by assigning the “Normal” style and includes characteristics such as font size, italics, or other formatting to mimic the style definition of the copied text. This option is best if you are not using any defined style names.

  • Merge Formatting: This option changes the formatting so that it matches the text that surrounds it.

Preview


Use Preview to download a copy of the content record.

1.   Select Preview from the picklist.



Replace


Use Replace to change the content record.

1.   Select Replace from the picklist.



2.   Click into the search field to search for content. If you know the record ID number, enter the ID number. The search is dynamic, meaning there is no "search" button to click.



3.   Click once on the content record to use – the background will turn light blue.



4.   Ensure the correct record is blue and click Replace Record.



Duplicate


Use Duplicate to make a copy of the current record.

1.         Select Duplicate from the picklist.



Insert Record Before


Use Insert Record Before to automatically include a specific record before this one. For example, if a piece of content requires a heading, use this feature to ensure the heading is always added before this record.

1.   Select Insert Record Before from the picklist.



2.   Click into the search field to search for content. If you know the record ID number, enter the ID number. The search is dynamic, meaning there is no "search" button to click.




3.   Click once on the content record to use – the background will turn light blue.



4.   Ensure the correct record is blue and click Insert Record Before.



Insert Record After

Use Insert Record After to automatically include a content record after it this one. For example, if a piece of content requires a disclaimer or footnote, use this option to ensure the disclaimer or footnote is always added after this record.

1.   Select Insert Record After from the options picklist.



2.   Click into the search field to search for content. If you know the record ID number, enter the ID number. The search is dynamic, meaning there is no "search" button to click.



3.   Click once on the content record to use – the background will turn light blue.



4.   Ensure the correct record is blue and click Insert Record After.



Remove


Use Remove to remove the content record from the form.

1.   Select Remove from the picklist.



2.   At the prompt, click OK to confirm.



Reorder Content Records


By default, content is combined in the order on the Records tab. Drag-and-drop the content thumbnails to re-order.