V7 Users
V7 Users
This section covers maror differences between the two version for users either converting forms or very familar with Version 7 concepts who are somewhat "lost" with Version 8.
Version 7 Project Conversion
Version 7 forms are not recognized by FTForm8, that's why the Version 7 forms remain supported in V8 Spooler. If V8 features are not required, just leave the build "as is". The FormTrap V8 Spooler handles Version 7 forms without any activity of any kind required by the user.
Where V8 features are required, a Project Conversion program from Version 7 to Version 8 is included in the %ftinst% folder (locate via Setup, Core Components). This converts objects and provides a skeleton for future work, while retaining most of the form composition.
To convert V7 projects to V8 projects, run program prjcvt.exe which displays this screen:
Various warning are presented, and the forms are converted. Conditions as below will need
to be fixed:
V7 Repaginated forms should be inspected carefully. Version 8 includes similar features to
repaginator for identification and elimination of unwanted areas. Where detail lines do NOT EVER split
across pages, you can modify the extraction to recognize (and eliminate) page 2 and subsequent page
headers and inter-page connectors (such as "Carried forward" and "Continued" literals).
Where data for one detail may span page boundaries, you will need to insert "redundant record"
definitions and eliminate subsequent page headers and connectors as part of the XML definition, as you
are used to in Version 7. See
here for more information.
Note that you may need to deliberately set up a test file to determine if your system outputs
have potential splits of details across pages (or define redundant record removal anyway, just in
case).
Associated File entries do not exist in Version 8. Replace with Delivery
Tags (and take the opportunity to put in Delivery Tag preferences -
see here).
Rules are removed. Replace with Version 8 rules
(see here).
Errors on the XML conversion need to be removed for dates and numbers.
XML conversion is more than just the "screen scraping" in Version 7 as it checks format of the data
(see Normalize and Parser type).
Masking is removed. Select your form, then use the menu group Format for Dates, Numbers and
Amounts or, very occasionally, RegEx to modify output.
See here for dates, numbers, amounts; and
here for RegEx.
Delivery Tags
Delivery tags are exact replacements for Associated File entries. They present
exactly the same information in a "name=data" format, but in the XML Data File rather than being
defined on the form and generating a separate file.
Rules may be used with Delivery tags and Delivery tags have a "Priority" tab that allows only the
highest priority of several tags to go forward. This allows just the one queue in FormTrap Server for most
documents where Delivery tags are identical to Associated File entries.
Formatting Input Data
The first stage of a Version 8 form is to format input to XML. This REQUIRES exact descriptions of numerics and dates. If you do not know, for example, if a field includes thousands separators, you MUST find out and insert the correct formatting. Formatting is done via the Field edit and your answers to the "Normalize" and "Parser" questions. Decriptions for each of the Normalize choices are shown when that selection is made. Fields that are negative when a leading hyphen is present are the expected format, for any others you will need to define or chose the correct negative format. See here for more information.
Formatting Output Data
Form Design is greatly enhanced with the addition of the ICU library allowing formatting for any
"locale" which equates roughly to country. Formatting here allows you to represent to the standards of the
country where the document will be viewed and to translate from one country's conventions to any other
country conventions. This includes dates where input will translate from any locale and format to any other
convention.
We've included time in the system date/time. If you find a requirement that is not covered, you can
construct a RegEx expression to handle specialized requirements.
See here for more information, and download
a PDF showing treatments in a variety of languages for input in an English-speaking country.
Multi-Document Form Sets
Version 8 provides additional formatted documents defined as part of the document either "fore"
or "aft" of the main document. A leading document might be a Fax Header with trailing document
Terms & Conditions.
See here for more information.
FormTrap Server may also attach other trailing documents to output via the Delivery tags
"MailDoc" which attaches a file of any type to the Emailed output, or PrintDoc
which attaches print-ready documents (.prn of types PCL6 or PostScript or PDF if those are
understood by the printer) to the printed file. None of the attached documents include data.
V7 vs V8 Alignment Icons
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 Align object top to target (no size change)
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 Align object bottom to target (no size change)
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 Align object vertically between targets (no size change)
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 Align object vertical between targets (with size change)
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 Align object left to target (no size change)
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 Align object right to target (no size change)
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 Align object horizontally between targets (no size change)
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 Align object horizontally between targets (with size change)
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 Align text (only) object horizontal alignment point (decimal, colon etc.) to target.
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Recommended: Move all of the above icons to the toolbar as these are often used, once there
order them to your preference.
This is the recommended preference:
V7 vs V8 Editing
Edit group on the main menu shows one of two sets of edit icons (left is Data, right is Form):
 accesses Properties for the selected object
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 with a pull-down of recent changes
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 with a pull-down of recent changes
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 allows text search and optional replace
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V7 vs V8 Grid
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V8 Barcode
This new toolbar contains shortcuts for Barcodes.
 text hidden
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 text above
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 text beneath
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Data
This new toolbar contains shortcuts for linked Data.
 link
to data - allows a choice of Record or Document, presents the "new" choices first in the list of data fields.
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unlink
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 toggles data with data source field names
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opens rules properties - expression that must be true to
print this field
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V8 Format
The format toolbar contains many different options for formatting text and numbers. In the dropdown menu, you should choose a type for the selection.
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 increase number of decimal places, not available
in Date and Spell out
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 decrease number of decimal places, not available
in Date and Spell out
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remove thousand separators 1,234.56 becomes 1234.56
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Locale, standard settings for countries and regions
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a display of how the text will be formatted, you can edit
within this display
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V7 vs V8 Nudge
Nudge is now accessed through the Nudge toolbar.
Set your own value by typing directly over the value or select from the preset options:
Record... is the equivalent of the V7 option Difference between selected objects. Select Record... in the horizontal or vertical dropdown menu.
The mouse pointer changes to a cross hair
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When the mouse is hovered near an object cross-hair
it changes to a black circled cross-hair
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Select by clicking, changes to a red circled cross-hair
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Click two points, what is recorded is the difference between the two points.
(Note: you may need to move the bottom scale slider to select where underlying
object cross-hairs
are close).
V8 Select
The Select toolbar contains new options, all relating to selected objects.
select all
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select next
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select previous
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show Corner Tool
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show Size Tool
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show Rotation Tool
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Shape
The Shape toolbar replaces the color tool. You can change Fill and Line color, and Width of lines.
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V8 Size
Stretch alignment is provided via these alignment tools.
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Align object vertical between targets (with size change)
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Align object horizontally between targets (with size change)
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These icons change the size of an object:
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> | Sets the width to two selected points (two clicks needed) |
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> | Sets the height to two selected points (two clicks needed) |
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> | Sets the width of two or more selected objects to the shortest object's width |
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> | Sets the width of two or more selected objects to the longest object's width |
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> | Sets the height of two or more selected objects to the shortest object's height |
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> | Sets the height of two or more selected objects to the tallest object's height |
Text Formatting
These are standard text formatting options with a couple of new options. Bold indicates a selected option.
left text alignment
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 centered text alignment
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right text alignment
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 justified text alignment
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 decimal or other character right text alignment, pull
down shows the other characters available
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 word wrap text
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 vertical
alignment of word wrapped text, pull down offers Top, Center
and Bottom
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line height
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delete lines with no source field data
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indent, pull down offers All, First line or Hanging
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