Editorial Workflows

My Workflow 1

public workflow

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Description: Filling in variables similar to a form letter

Shared by: Form report

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Variable ?
Variable Name
Client's First Name
Value
<first name>
Set Variable ?
Variable Name
Client's Last Name
Value
<last name>
Set Variable ?
Variable Name
Age
Value
<age>
Set Variable ?
Variable Name
Gender
Value
<gender>
Set Variable ?
Variable Name
a/an
Value
a or an
Set relationship status ?
Variable Name
relationship status
Value
<relationship status>
Set ethnicity ?
Variable Name
ethnicity
Value
<ethnicity>
Set Variable ?
Variable Name
with or null
Value
<with or null>
Set Variable ?
Variable Name
his or her
Value
<his/her>
Set Variable ?
Variable Name
others
Value
<others>
Output ?
Replacement Text
Client's First Name Client's Last Name, a/an Age year-old relationship status ethnicity Gender, sought counseling with or null his or her others at Oaktree Counseling after being referred by
Replace First Name ?
Run the block if
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
Get Replacement ?
Title
What is Client's First Name?
Initial Text
  • Single Line
  • Multiple Lines
Keyboard Options:
Store Replacement ?
Variable Name
First Name Value
Value
Input
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
Client's First Name
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
First Name Value
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace Last Name ?
Run the block if
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
Get Replacement ?
Title
What is Client's Last Name?
Initial Text
  • Single Line
  • Multiple Lines
Keyboard Options:
Store Replacement ?
Variable Name
Last Name Value
Value
Input
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
Client's Last Name
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
Last Name Value
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace Age ?
Run the block if
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
Get Replacement ?
Title
How old is the client?
Initial Text
  • Single Line
  • Multiple Lines
Keyboard Options:
Store Replacement ?
Variable Name
Age Value
Value
Input
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
Age
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
Age Value
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace a/an ?
Run the block if
Age Value
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
8
Find / Replace ?
Find
a or an
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
a
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace a/an ?
Run the block if
Age Value
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
8
Find / Replace ?
Find
a or an
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
an
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace relationship status ?
Run the block if
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
Select from List ?
Title
relationship status
List (Lines)
single married divorced separated widowed
Multiple Selection
OFF
Show in Popover
ON
Store Replacement ?
Variable Name
replacement5
Value
Input
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
relationship status
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
replacement5
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace ethnicty ?
Run the block if
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
Get Replacement ?
Title
What is client's ethnic background?
Initial Text
  • Single Line
  • Multiple Lines
Keyboard Options:
Store Replacement ?
Variable Name
Ethnic Input
Value
Input
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
ethnicity
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
Ethnic Input
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace Gender ?
Run the block if
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
Select from List ?
Title
gender
List (Lines)
male female
Multiple Selection
OFF
Show in Popover
ON
Store Replacement ?
Variable Name
gender value
Value
Input
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
Gender
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
gender value
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace his/her ?
Run the block if
gender value
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
male
Store Replacement ?
Variable Name
his/her value
Value
his
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
his or her
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
his/her value
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace his/her ?
Run the block if
gender value
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
female
Store Replacement ?
Variable Name
his/her value
Value
her
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
his or her
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
his/her value
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Select from List ?
Title
Is client seeking therapy with others? e.g parents or spouse
List (Lines)
yes no
Multiple Selection
OFF
Show in Popover
ON
Set Variable ?
Variable Name
with others
Value
Input
Replace with or null ?
Run the block if
with others
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
yes
Store Replacement ?
Variable Name
with others yes
Value
with
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
with or null
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
with others yes
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace with or null ?
Run the block if
with others
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
no
Store Replacement ?
Variable Name
with others no
Value
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
with or null
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
with others no
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Replace others ?
Run the block if
with others
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
yes
Select from List ?
Title
who is seeking therapy with the client?
List (Lines)
parents mother father guardian family husband wife girlfriend boyfriend
Multiple Selection
ON
Show in Popover
OFF
Store Replacement ?
Variable Name
others value
Value
Input
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
others
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
others value
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If
Set Variable ?
Variable Name
occupation
Value
<occupation>
Replace occupation ?
Run the block if
  • is Equal to
  • is Not Equal to
  • Contains
  • Doesn't Contain
  • Matches Regular Expression
Select from List ?
Title
what do they do with their time?
List (Lines)
attends is employed by is currently unemployed is self-employed is homeschooled
Multiple Selection
OFF
Show in Popover
ON
Store Replacement ?
Variable Name
occupation input
Value
Input
Document Text ?
Folded Text
  • Include
  • Replace with:
Find / Replace ?
Find
occupation
  • Case-insensitive (A = a)
  • Case-sensitive (A ≠ a)
  • Regular Expression
Replace with
occupation input
Update ?
Variable Name
update
Value
Input
Extend Selection ?
Direction
  • Backward
  • Forward
  • Both
Unit
  • Start/End of Document
  • Start/End of Line
  • Number of Characters...
1
Output ?
Replacement Text
update
…End If