Overview

After you insert a text data tag into a Form, you can view and modify the tag properties.

You can add masking to a text data tag. The masking will define the way the data is presented in the output. For example, you can define a Date mask for a date tag that will define the calendar type as well as the date format (i.e. Thursday 25 January 2016 or 01/25/2016).

Configuring a Text Data Tag

To view and/or modify inserted tag properties:

1. In the Form (upper) Data Tags panel, right-click the data tag and from the menu select Properties.

2. Select the Text tag.

3. You can apply a text mask to the data tag, using one of the optional mask types.

  • String – Format type (applied to the data tag) which can hold English textual strings only.
  • Number – Format type (applied to the data tag) which can hold numbers only.
  • Date – Calendar Date Format type (applied to the data tag) which can hold numbers only.
  • Amount in Words – Numbers into Wording Conversion Format type (applied to the fields holding numbers only).

To apply a mask to a text the data tag:

1. Open the Type dropdown menu and select Text.
2. Set the Maximum Length – The maximum length of the default tag name displayed in the form. The default tag name is used for reviewing purposes only.
3. Select the Masking Type (when enabled) and change the masking type from “None” (default – no mask is applied) to the suitable mask type.
4. Click OK to save the changes.

The Mask option allows you to define the visual format of the data tag values.

The Mask view displays the following elements:

  • Type dropdown menu – Set the Masking Type according to tag data format and specific design tasks. Masking Type provides for following forms of data:
  • None – No format is applied to the tag’s data.
  • String
  • Number
  • Date
  • Amount in Words

Note: The Sample pane displays an example of the output with the masking.

String Masks

String masking type enables defining case usage of words (using Latin alphabets).

String provides the following masking options:

  • All Upper Case – All letters will appear in the upper case.
  • All Lower Case – All letters will appear in the lower case.
  • Name – Only the first letter of each word is capitalized.
  • Title – Capitals used as in a title (e.g. ‘as, is, a’ are not capitalized).

Number Masks

Number masking type enables defining the look of a number.
Number masks provide the following masking options:

  • Decimal Point – Enables defining the number of zeros that follow the decimal point (default is 2).
    • Separator – Select the decimal separator:,(comma) / .(dot) / ;(semicolon) / (space)
  • Thousands Separator checkbox – When selected a thousands separator is added.
    • Separator – Select the thousands separator:,(comma) / .(dot) / ;(semicolon) / (space)
  • Negative Value Format – Enables defining the negative identifier. Options are either a minus sign or round brackets (parentheses).

Date Masks

Date masking type enables defining the way a date tag appears in the output.

To use Date masking, the data tag in the Data Model in Salesforce needs to be of type Date or Date&Time (Text is not supported).

Date masks provide the following masking options:

  • Calendar Language
    • English – Enables setting the date text in English.
    • Hebrew – Enables setting the date text in English.
  • Calendar Type
    • Gregorian – Enables setting the calendar type according to the Gregorian calendar.
    • Hebrew – Enables setting the calendar type according to the Hebrew Lunar calendar (only available if Calendar language is Hebrew).
  • Date Format – Enables defining:
    • The order of the day, month, and year according to the different international time format standard.
    • Whether a one-digit day or month (e.g. January is month number 1) appears with one or two digits (i.e. “1” or “01”).
    • Whether the year appears in its entirety (e.g. 2010) or according to its final two numbers (e.g. 10). For example: 30-Mar-2016, March 30, 2016, Sunday 30 march 2016
  • Separator – Enables defining the separator placed between the days, months, and year (with the exception of the MONTH DD YYYY format that has a fixed Separator i.e. April 6, 2016).

Date & Time Masks

Date & Time masking type enables defining the way a date tag appears in the output.

Docomotion supports daylight saving time if defined in Salesforce.

To use Date & Time masking, the data tag in the Data Model in Salesforce needs to be of type Date & Time (Date and Text are not supported).

Date & Time masks provide the following masking options:

  • Calendar Language
    • English – Enables setting the date text in English.
    • Hebrew – Enables setting the date text in Hebrew.
  • Calendar Type
    • Gregorian – Enables setting the calendar type according to the Gregorian calendar.
    • Hebrew – Enables setting the calendar type according to the Hebrew Lunar calendar (only available if Calendar language is Hebrew).
  • Time Zone – Enables using in the output a different time zone from the time zone of the Salesforce server (default).
  • Date & Time Format – Enables defining:
    • Whether to include the time or not
    • The order of the day, month, and year according to the different international time format standard.
    • Whether a one-digit day or month (e.g. January is month number 1) appears with one or two digits (i.e. “1” or “01”).
    • Whether the year appears in its entirety (e.g. 2010) or according to its final two numbers (e.g. 10). For example 30-Mar-2016, March 30, 2016, Sunday 30 March 2016
    • The format of the time AM/PM or 24 hours.
  • Date Separator – Enables defining the separator placed between the days, months, and year (with the exception of the MONTH DD YYYY format that has a fixed Separator i.e. April 6, 2016).

Amount in Words  Masks

Amount in Words masking type enables defining the look of an amount that is presented as words.
Amount in Words masks provide the following masking options:

  • Currency Type – The type of currency being described (e.g. U.S. Dollars/Cents, Euros/Cents, None).

Note: When None is selected, the numbers following the decimal point are removed from the number written in words.)

  • Language – The language in which the amount in words is presented (e.g. English, French, German etc.)