{"id":4014,"date":"2016-05-09T23:35:31","date_gmt":"2016-05-09T23:35:31","guid":{"rendered":"https:\/\/alt2.minisoft.com\/support\/?p=4014"},"modified":"2020-06-25T13:38:53","modified_gmt":"2020-06-25T20:38:53","slug":"creating-a-project-with-conditional-forms","status":"publish","type":"post","link":"https:\/\/minisoft.com\/support\/creating-a-project-with-conditional-forms\/","title":{"rendered":"Creating a Project with Conditional Forms"},"content":{"rendered":"<p>Just as you can create a condition on a variable to specify when it\u00a0prints, you can create a condition on a form to specify when it prints. A project can have any number of forms, and each form can have any number of conditions.\u00a0This example includes three forms:<\/p>\n<ul>\n<li>An invoice for customers in the United States and Canada. This form prints for every customer.<\/li>\n<li>A Terms &amp; Conditions statement for customers in the United States. This form prints after the standard invoice for customers with U.S. mailing addresses.<\/li>\n<li>A Terms &amp; Conditions statement for customers in Canada. This form prints after the standard invoice for customers with mailing addresses in Canada.<\/li>\n<\/ul>\n<p><strong>Create a project with one form<\/strong><\/p>\n<ol>\n<li>Start the eFORMz Composer and <em>click File &gt; New Project.<\/em><\/li>\n<li>Right click the project icon, click <em>Add Page<\/em>, and click<em> OK.<\/em><\/li>\n<li>Right click the page, click <em>Add Form &gt; Blank &gt; OK &gt; OK<\/em>.<\/li>\n<li>Right click the form, click <em>Rename,<\/em> and name the form Invoice.<\/li>\n<\/ol>\n<p>There are several ways to populate this form with data that are not addressed in this post.\u00a0More information is at the following page:<\/p>\n<p><a href=\"\/support\/index.php\/part-1-new-project-w-the-document-template-video-only\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/minisoft.com\/support\/index.php\/part-1-new-project-w-the-document-template-video-only\/<\/a><\/p>\n<p><strong>Create the secondary forms<\/strong><\/p>\n<p>Create the forms that have Terms &amp; Conditions. One form for U.S. addresses, and one form for addresses in Canada. The U.S. Terms &amp; Conditions are the same for all U.S. customers, and the Canada Terms &amp; Conditions are the same for all Candadian customers, so this project uses static text:<\/p>\n<ol>\n<li>Create your U.S. and Canada Terms &amp; Conditions in a text processing program like Microsoft Word.<\/li>\n<li>Complete the steps in\u00a0<a href=\"\/support\/index.php\/alternate-form-generation\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/minisoft.com\/support\/index.php\/alternate-form-generation\/<\/a>, which lets you transform your documents into .prn format.<\/li>\n<li>Save your U.S. and Canada Terms &amp; Conditions documents as two separate .prn files, USTerms.prn and CanadaTerms.prn.<\/li>\n<li>Open the eFORMz project, right click the Page step &gt; <em>Add form<\/em>.<\/li>\n<li>Click <em>From file &gt; OK<\/em>.<\/li>\n<li>Find USTerms.prn, click it, and then click<em> Open.<\/em><\/li>\n<li>Verify the form properties and click <em>OK.<\/em><\/li>\n<li>Right click the form<em> &gt; Rename.<\/em> Name the form US Terms.<\/li>\n<li>Complete Steps 4 &#8211; 8 to create a form, Canada Terms, that uses CanadaTerms.prn.<\/li>\n<\/ol>\n<p><strong>Create conditions on\u00a0the secondary forms<\/strong><\/p>\n<p>The Terms and Conditions forms must print the U.S. form for U.S. addresses and the Canada form for Canadian addresses.\u00a0The following steps create these conditions:<\/p>\n<ol>\n<li>Right click the U.S. Terms form <em>&gt; Add AND Condition &gt; Is a number.<\/em><\/li>\n<li>In the\u00a0<em>of variable<\/em> field, select <em>PostalCode<\/em> and click<em> OK. <\/em>U.S. zip codes are all numeric, while Canadian postal codes are alphanumeric. This distinction is how we determine which Terms &amp; Conditions form to use.<\/li>\n<li>Complete Steps 1 for the Canada Terms form.<\/li>\n<li>Under the Canada Terms form, right click <em>AND PostalCode Is a number &gt; NOT. <\/em>This rule means that all alphanumeric postal codes\u00a0will use the Canada Terms form.<\/li>\n<li>Save your changes.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Just as you can create a condition on a variable to specify when it\u00a0prints, you can create a condition on a form to specify when it prints. A project can have any number of forms, and each form can have any number of conditions.\u00a0This example includes three forms: An invoice for customers in the United [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/posts\/4014"}],"collection":[{"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/comments?post=4014"}],"version-history":[{"count":17,"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/posts\/4014\/revisions"}],"predecessor-version":[{"id":8117,"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/posts\/4014\/revisions\/8117"}],"wp:attachment":[{"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/media?parent=4014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/categories?post=4014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/minisoft.com\/support\/wp-json\/wp\/v2\/tags?post=4014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}