Types of changes

Disable clause

This change will remove a specific clause (and all its descendant clauses) from the document or binder.

In order to select the relevant clause, you will have to select the clause in a document or binder pane and click on the “use selected clause in document pane” button. You will then see a preview of the selected clause in the green box that appears.

If you want to select another clause instead, then click on the trash icon  at the right side, and then select another clause.

If a certain clause happens to be repeated at different places of a document or binder, then you can optionally specify that all these instances of the clause need to be deleted. If this option is not activated, then ClauseBase will locate a clause by looking at the clause ancestors and the position of the selected clause to its closest ancestor.

For example, in the example above, the selected clause happened to be number 5 (salary). ClauseBase will therefore register that this clause is the fifth clause on the top-level.

At the moment that ClauseBase needs to apply this change, it may happen that the salary clause is actually no longer the fifth clause in the document, for example because some other clause before it was also deleted. ClauseBase will then use the first clause it can find at the same level.

Obviously, these difficulties in finding the correct clause are irrelevant when the “disable clause everywhere” option has been selected, because ClauseBase can then simply find all instances of the same clause, and delete them everywhere.
Be careful when simultaneously applying multiple disable/replace/insert changes that the same set of clauses, because the result can become difficult to predict.

For example, in change set A you may specify that under certain conditions, some subclause needs to be inserted to clause 23. If, in change set B, you then specify that all the subclauses of clause 23 need to be disabled, this may — or may not — conflict with your intentions under clause A.

Replace clause

As its name implies, this change will replace a specific clause with another clause.

In order to use this clause, you will have to select a certain target clause in a document / binder pane, and then click on the “use selected clause in document-pane” button. In addition, you will have to select an alternative clause from the clause library by clicking on the “select clause…” button.

If you want to choose another target clause or replacement clause, you can click on the relevant trash can  at the right side.

See the warning above as regards the combination of multiple disable/replace/insert changes.

Insert clause

This change allows you to insert a clause at a specific location within the document or binder.

  • In the document / binder preview pane, you need to select the clause that will act as the ancestor clause, i.e. below which the new clause will be inserted.
  • You can choose the clause to insert by clicking on the “select clause…” button. A dialog box will then appear that allows you to navigate to the relevant clause in the file system.
  • With the dropdown list, you can choose whether to insert the clause as the first or last descendant of the ancestor clause, i.e. the first or last subclause.
See the warning above as regards the combination of multiple disable/replace/insert changes.

Change datafield

The primary means to change a datafield, is to directly bind it to a specific question by modifying the options of that question.

However, there exist situations where this is not enough — for example when:

  1. the same answer to a question needs to be inserted into multiple datafields
  2. an answer should only be inserted into a datafield when a certain condition is met
  3. under certain conditions, a specific value (not submitted by the user) should be inserted into the datafield

All such situations call for a “change datafield“.

To use this type of change, you obviously need to select the datafield that you want to select.

Next, you will have to choose whether to insert a specific value (i.e., a value that is not submitted by the user), or a value obtained from a user’s answer to some question.

Bulk change

A bulk change allows you to update several datafields at once. To use this functionality, several items need to be simultaneously prepared. Please refer to the separate page on bulk changes for more information.

Change term

This type of change is very similar to directly changing a concept-label in Assemble Document.

After having selected which term to change, you essentially have to choose where the new term will come from:

  • either a specific value decided by you, by filling in the singular and/or plural boxes at the left side;
  • or an answer submitted by your user, by choosing the relevant question in the dropdown list(s) at the right side

    Note that the default number (singular or plural), the gender and the article cannot currently emanate from the answer to a question. If you have to provide different possibilities here, you will have to create separate change sets that are subject to different conditions, and populate those change-sets with different settings for change term.

Change styling

Through this type of change, the user of the questionnaire can change the document’s styling in the manner intended by the relevant change. Each aspect of the styling can be changed. Choose the relevant style category from the drop-down menu and configure it. Using the button, you can select one of the predefined default styles you have access to.

Shrink/expand clause

With the shrink/expand clause change set, the entire document or one or more clauses (depending on your selection) can be shrunk or expanded to the desired level.

Allow user to choose alternative clause

Adding this type of change allows a user to choose an alternative clause from one or more preselected clauses by clicking the button in the document preview when completing the questionnaire.

This type of change can be configured by selecting the clause you want to be replaced in the document pane, checking whether you want identical clauses to be replaced and/or existing descendant clauses removed as well. Select an alternative clause by clicking . Then provide a clause description which will be used to describe the alternative in the drop-down menu that the end user will be presented with when clicking the alternatives button. Multiple alternatives can be provided by clicking .

Allow user to disable clause

Works similar to the disable clause change type, but in this case the user gets the choice to disable the clause by clicking a garbage can icon inside the document preview of the questionnaire. Select the relevant clause to be disabled.

In addition, a description must be provided, which will be used to describe the clause in the “deleted clauses” tab that will be shown in the questionnaire. In this tab, the user can re-enable any clauses he/she had previously disabled.

Change placeholder

By virtue of this type of change, the text of card titles, questions and even the labels of predefined answers to questions can be dynamically adjusted.

Let’s say for example you want a party’s actual name to be used in your questionnaire. To do this, you can use a placeholder throughout your questionnaire which will be replaced if a name is filled in in the relevant question.

Here is how it works:

  • Add a “change placeholder” change to your changes set.
  • Choose a placeholder for the text that you want to be replaced by something else, for example “name” or “licensor”. This placeholder will be shown if the conditions for your change set are not fulfilled, so it is important your placeholder makes sense.
  • Insert the placeholder text in here: . You can choose whether you want to have this placeholder replaced by either a fixed text of your choosing or by the answer to one of the questions, which can be selected from a drop-down menu.
  • To use the placeholder throughout the questionnaire in your card titles, questions and answer labels, type your placeholder prefixed with a question mark, e.g.: ?name or ?licensor.
    • By way of example, if we configured a “change placeholder” change set to replace ?name if the answer to the question “Client name” was specified (by attaching a condition to the change set), the question “?name entity type” in the below card would use the input — for example “Google” — to “Client name” to ask the question: “Google entity type“.
    • As long as the question “Client name” is not answered, the second question will be shown as follows: “Name entity type“, i.e. using the placeholder without its question mark prefix.
Note that the placeholder can be used both as-is, or capitalized.

For example, when you would insert ?Name, the replacement will also be forced to show an initial capital; with ?NAME the replacement will also be in all-capitals; with ?name, the replacement will be inserted as-is.

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About “changes”
Adding conditions to cards, questions and change sets