Work with text strings
Create a text string
- Navigate to Tools > Text Strings. The Text Strings window opens.
Or
Click the Text Strings quick tool ()
Or
Click the Text Strings quick tool arrow and then click Manage in the drop-down menu. See Use the Text Strings quick tool for more information. - In the Text Strings window, click Add.
- In the Add/Modify Text Strings window, in the Description box, enter a unique description for the text string you want to create.
- Do not use single quotation marks ( ‘ ) in the description.
- The client will not accept a description if it is already used for another text string.
- In the Text box, enter the text for the text string you want to create.
- When you enter a field, type the tag, indicator 1, indicator 2, and the first character of the data with no spaces between them.
Examples:
24510This is the title
590 This is a note (includes 2 spaces between tag and field data for blank indicators 1 and 2) - Press <Enter> between fields if you enter multiple fields.
Note: Text strings do not have a character limit.
- When you enter a field, type the tag, indicator 1, indicator 2, and the first character of the data with no spaces between them.
- (Optional) Enter diacritics or special characters in the description or the text string.
- Place the cursor where you want to insert a diacritic or character and click Enter Diacritics. In the Insert Diacritics and Special Characters window, click the image or the name of the character you want to insert. See Insert diacritics and special characters for more information.
- (Optional) To cut, copy, or paste text to create a text string, or to insert Unicode characters to control display of bidirectional data in Arabic or Hebrew fields:
- Right- click in the Text box.
- Select one of the following:
- Cut
- Copy
- Paste
- Insert Unicode Control Characters
- When you are finished, perform one of the following actions:
- Click OK to close the Add/Modify Text String window.
- Click Cancel to cancel creating a text string.
After you have created a text string:
- The description and text string appear in the Current Text Strings list. The list is automatically alphabetized by description. Click a column heading to alphabetize by data in that column.
- All text strings you create are displayed in the list.
- If you assign a keystroke or a user tool for inserting a text string, the list shows which are assigned to each text string.
- If you entered multiple fields, in the display, the line break is represented by /n.
Edit a text string
- Navigate to Tools > Text Strings. The Text Strings window opens.
- In the Text Strings window, select the text string you want to edit and click Modify.
- In the Add/Modify window, edit the text string and/or description as needed.
- (Optional) Enter diacritics or special characters in the text string:
- When finished, perform one of the following actions:
- Click OK to achieve the same results as when you create a new text string.
- Click Cancel to cancel editing the text string.
Delete a text string
- Navigate to Tools > Text Strings. The Text Strings window opens.
- In the Text Strings window, select the text string you want to delete and click Delete.
- Click Yes to confirm or No to cancel.
Insert a text string in a record or workform
- With a record open, place the cursor in the location where you want to insert a text string.
- Navigate to Tools > Text Strings, select the text string you want to insert, and then click Apply.
Or
Use the Text Strings quick tool on the toolbar.
Or
Press the keystroke shortcut you assigned to the text string.
Or
Click the User Tool you assigned to the text string.
If you insert the text string into a single cell (for example, the field data cell), the cursor is placed at the end of the text string.
If you insert a text string that spans a full field or multiple fields, the cursor remains in the first cell where you inserted the text string.
Use the Text Strings quick tool
By default, the client displays a quick tool for text strings ().
Use the Text Strings quick tool to:
- Assign, unassign, view, or print text strings
- Insert text strings
- Hide or re-display quick tools
Assign, unassign, view, or print text strings
- Click the Text Strings user tool.
Or - Click the arrow to the right of the Text Strings quick tool and then click Manage.
The Text Strings window opens.
Insert text strings
With the cursor at the location in a record where you want to insert a text string, click the arrow to the right in the Text String quick tool, and click to select a text string.
Note: Text strings are listed by the descriptions you assigned when you created them.
Hide or re-display quick tools
- Navigate to View > Toolbars.
- Select or deselect Quick Tools in the flyout menu. A checkmark indicates that the quick tools are displayed.
Note: For purposes of displaying/hiding or repositioning, the text string and user tools quick tools are a single unit. You cannot move them separately.
Optional: Assign a keystroke to insert a text string
- Navigate to Tools > Text Strings. The Text Strings window opens.
- Click Keymaps. The Keymaps window opens. Follow the procedure to select a text string and assign a keystroke given in Customize keystroke shortcuts.
Note: You can also assign or change a keystroke assignment by opening the Keymaps window directly (Tools > Keymaps).
Optional: Assign a user tool to insert a text string
- Navigate to Tools > Text Strings. The Text Strings window opens.
- Click User Tools. The User Tools window opens.
- Follow the procedure to select a text string and assign a user tool in Assign custom user tools.
Note: You can also assign or change a user tool by opening the User Tool window directly (Tools > User Tools > Assign).
Print a list of text strings
- Navigate to Tools > Text Strings. The Text Strings window opens.
- Click Print. The file lists each text string on a separate line. For each text string, the description, text, and the keystroke or user tool you assigned to insert the text string, if applicable, will be printed.
To print the list in a different order, re-sort the list by clicking on a column heading before printing. By default, the list is sorted alphabetically by text string descriptions.