Chapter 4 – Working with Form Lists
You can create triggers at both the form and section level. Form level triggers are
stored at the group level and specify the condition that would cause a form to be
included (or triggered) with a transaction. You should always specify a trigger for a
You can assign triggers to include or exclude:
• An entire form
• Sections within a form
• Text areas within a section
• Optional paragraphs in a paragraph list
You can apply triggers to sections on forms, text areas on sections, and paragraphs
in paragraph list files. This table summarizes assigning triggers in both Studio and
the Documaker Add-In for Word.
Section level triggers are stored at the form level and specify the condition that would
cause the section to be included on the form. Only set up section level triggers if the
section's presence on the form is conditional.
Studio assumes you do not want to trigger any of the sections that comprise a form if the
form level trigger is false. Therefore, section level triggers are automatically ignored
when the form level trigger for the transaction being processed is false. This makes the
legacy use of an M occurrence flag unnecessary if you want the system to only evaluate
section level triggers when the form level trigger is true, as was the case in Docucreate’s
If you omit a form level trigger, the system does not operate as efficiently since every
section level trigger must then be evaluated by the system.
Documaker Add-In for Word
An entire form
Add the converted form to the Form List
file using Form List manager.
Apply the Form level trigger to the Form
in Form List manager.
Create a for which includes sections.
Section triggers are listed against the
sections to which they were applied.
Insert a section.
Apply triggers to applicable
within a section
Create a section which includes text
Text area triggers are listed against the
sections to which they were applied in
the Word Add-In
Insert a text area.
Apply triggers to applicable text
paragraphs in a
Create a paragraph list file which
Paragraph triggers are listed against
the paragraphs to which they were
applied in the Word Add-In.
Apply triggers to the applicable