Expression Builder

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Expression Builder

The Expression Builder is used to format and manipulate static or data-driven text or numbers.

Location

The Expression Builder is launched from any place in the Tools that requires, or could potentially require, a complex expression or formatted results. It always appears in a popup, and is always accompanied by a Query Builder so that you may select data-driven driven content to be acted upon by the expression.

Key Interface Elements

There are 5 components of the Expression Builder;

  1. Top Row - Field and Data insertion tool
  2. Rows 2 and 3 - Format controls for html content
  3. Row 4 - Mathematical and text expression selection tool
  4. Row 5 - Subexpression manager
  5. Expression Box - Lists the full body of your expression with text/html toggle

Usage

Step 1: Data-driven Result or Literal Value?

If a static, literal value is required, simply type it in the Expression Box.

If data-driven content is required, use the attached Query Builder to develop a query of results, ending with the selection of specific fields of data. Then, use the Data Insertion tool (top row) to insert those variable data elements as required.

Step 2: Use Math or Text Expressions?

If mathematical or textual expressions are required (e.g. “Arithmetic Expression”, which is any type of math, or “Concat”, the joining of two pieces of text including numbers being treated as text), then select the expression from the appropriate selection box and insert it into the Expression Box.

Each math or text expression includes a contextual help feature to show where an actual data variable should be inserted.

Step 3: Insert One or More Subexpressions?

The Expression Builder tool supports the evaluation of subexpressions. A subexpression is treated as a variable result, just as a Field or data insertion is treated. Insert a subexpression anywhere you would insert a Field or other variable data element.

To create a subExpression simply click on the “Add New Expression” button. An new subexpression tab will appear in the Expression Builder. Any expression developed in that subexpression's Expression Box will be inserted as a variable into the current expression.

Step 4: Format Results?

Using the toggle at the bottom of the Main Body, set “html” to return formatted results, or set “text” to return the raw values.

If “html” was chosen, you may use the format controls at will to structure the format of your results.

At any point in the main body, you may type and format any static values in between any variable data or subexpression definitions.

Step 5: Save! Verify the In-Context Result

A Note on Field Parts and Display Formats

When using the Field and Data Insertion Tool, some Field Type choices will launch a subordinate select box containing Field Parts or Display Formats. In this case, any of the subordinate options may be selected and will yield different variations of the same Field.

For example, choosing “Address” enables choices like “Full Field” or just “State”. Choosing a “Date” may enable a wide range of display output formats. In both examples, you may output multiple Field Parts separately, simply for the effect of displaying the parts in a nonstandard order.

For certain Field Types, for example, “Currency” Fields, you will be able to choose “Full Field” or “Number Only”. For examples like this, “Full Field' will often include html format, other formats, or other characters, such as a dollar ($) sign, whereas “Number Only” will simply yield the raw numeric result without any format.

A Note on Loop Controls, Looping Expressions

Some functions are designed to iterate through a series of results automatically (for example “SUM”). Other functions are designed to operate on only a single result, and must be instructed to “loop” through multiple results if multiple results are returned.

WorkXpress is designed to maintain a good understanding of your needs for looping controls based on your context; however, there are rare occassions when an advanced user may need to understand the nature of loop controls and their uses.

By default, the Expression Box has looping disabled and assumes that you will use a “looping function” when you expect multiple results. At any time though, you can enable looping in the Expression Builder by toggling the Loop Control button to its “on” (highlighted) state.

start/expression builder.txt · Last modified: 2016/09/14 18:19 (external edit)
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