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8.4. Using Repeating Source Documents

Sometimes there is a need for a source document to be repeated 1 or more times, but it is only known how many times it will be repeated once the user completes their data entry.

For example: Assume you are creating a document package to generate an apartment lease for one to four residents. The package is composed of two source documents: a base lease agreement and a resident application form. The base lease agreement contains a multivalue table to collect the residents names, which you want displayed in the base lease. You also make hidden fields to collect further details for each resident, but you don't want to display the details in the base lease agreement. instead, these details will be shown in the application forms which will follow the base lease.

The table used may look similar to the example below.

Resident name

Resident address

<<res_pn#>>

<<res_addr#[hidden]>><<res_city#[hidden]>><<res_state#[hidden]>><<res_zip#[hidden]>>

In the application form itself, field definitions similar to the following may exist:

Resident name: <<res_pn#>>

Street Address: <<res_addr#>>

City, State, and Zip Code: <<res_city#>>, <<res_state#>> <<res_zip#>>

To include a generated document for each resident, you would use the inclusion logic option for the source document.

  1. Select the Document Package from the Form Selection drop-down list.
  2. Access the Admin dialog box.
  3. On the Source Docs tab, right-click the appropriate source document in the Source documents list.
  4. Select inclusion logic from the menu that appears.

    The Edit inclusion logic for dialog box appears.
  5. Click the Generate a copy for each instance of the field option.
  6. From the option's drop-down list, select the correct table definition.
  7. Create a condition for determining the source document's inclusion in the final, generated document, or leave the default condition of Always.
  8. Click OK to apply the inclusion logic.

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