New in and since Pathagoras 2018.1

Streamlined Intake Form Process: Not 'new,' yet much more than just improved. From any set of variables (a mask, a data record, a scanned page of variables), Pathagoras can now generate a 'fancy' Intake Form that you can mail to your clients/patients/customers. Upon its return, you can easily scrape the data from it to create an Instant Database record.

Repeating and incrementing 'horizontally' within Tables Earlier versions could only 'stack' repeating cells within a table. Now Pathagoras can copy -- and increment -- repeating text left to right across the cells of a table.

Style Sheets: One of Word's most powerful features is its ability to format (and maintain formatting) using styles. But most people simply don't know how to apply styles to take advantage of this power. Pathagoras' style sheets allow you to assign up to 5 templates containing your standard office styles. It's now just point and click to attach a style sheet to a document to get just the look you desire.

<<*Repeat(merge)*. . . >> Merge data from an Excel spreadsheet directly into your document. It's similar to the merge function we implemented years ago, but 'merge' is now an 'argument' for the 'Repeat' command, and that makes the process more automatic. You can merge all, the first X number, or any other range of records in the spreadsheet.

         It's also different from a 'normal' merge in that, in a normal merge routine, the entire base document (letter, card, or other document) must be repeated as the variables are replaced. With Repeat(merge), only the text within the Repeat range is repeated. This means that you can use Repeat(merge) when you want to merge a list of data (either string or stacked), without repeating the entire content of the merge document.

         This merge is also 'direct', meaning that there is no intervening Instant Database screen.

Incrementing Options New tools that allow you to create multiple documents from *Aliases* and other multi-value data sources. It's like mail merge, but without having to create those complicated fields.

Alt-G: New terms added

 We have added 'path,' 'folder', 'name', and 'aka'. For the first 3, when <Alt-G> is pressed next to any of these words, the path (or folder) name or the full name of the document will be inserted at that location in the document. ('Path' and 'Folder' are interchangeable, and result in the same value.) AKA will display your current 'A/K/A' list for adding to or editing the list.

 Of course, this is in addition to the other Alt-G functions, e.g., Quick Links, Quick Picks, Document calls, SmartPaths, etc. To get the complete list of Alt-G terms, type 'altg' and press <Alt-G>.

Direct replace of variables with Excel data. Previous version of Pathagoras always showed the variables to values pairing contained in the Excel spreadsheet. This allowed you to confirm the values, make changes and, if the document had variables not in the spreadsheet, to display them for completion. Now, if you know the Excel data is accurate, you can check a box to tell Pathagoras to not interpose the Instant Database screen, thereby saving a step (and some time) by directly replacing variables with their Excel values.

Import named ranges (multi-cell areas) from Excel:

 Pathagoras has long been able to replace a variable with a single named cell from an Excel spreadsheet. But now Pathagoras can replace a [variable] with an entire range of data from a spreadsheet.

New Date Arguments:

Pathagoras 2017 introduced the ability to provide a single date, but  have Pathagoras present it in your document in an 'extended' format.

 e.g., [Date of Contract]  = August 1, 2018; add the (ext) suffix to show the extended version: 'first day of August, 2018'

We have added additional 'arguments' to allow you to extract the day, month and year as stand-alone elements

Here is the current list.

o[Date of Contract]  (complete this with any valid date, in any style; e.g., 'August 23, 2020' or '8/23/20')

o[Date of Contract(long)] = August 23, 2020

o[Date of Contract(daylong) = Sunday, August 23, 2020

o[Date of Contract(ext)] = twenty-third day of August, 2020 (extended)

o[Date of Contract(num)] = 8/23/20

o[Date of Contract(num4)] = 8/23/2020

o[Date of Contract(day) = 23

o[Date of Contract(month) = August

o[Date of Contract(mon) = Aug

o[Date of Contract(year) = 2020

o[Date of Contract(yr) = 18


Alt-G: Recall by Subject, When your source is a glossary, you can recall the target term by typing either the term's actual name or its subject plus <Alt-G>. (We're working on this for documents stored in Word folders. Soon.)

Improvements in Adobe interface and interactivity. It gets better with every new release.

Locking and unlocking documents. Improvements on previous locking and unlocking logic. You can now tell Pathagoras to automatically lock ALL documents you create. Alternatively, you can automatically unprotect documents (e.g., lock the master, but unlock the final product to make editing easier. You can now store your office wide document locking password with Pathagoras. When you are using locked documents but need to unlock it to use a Pathagoras tool (document assembly, replacement of variables, etc.), Pathagoras can do it automatically. When done, Pathagoras will relock the document. Further,you supply the password only one time and Pathagoras does the rest. (Now if you forget the password, don't panic. We can show you how to find it's value. Obviously, this is not for use when serious document security is a prime concern. It just adds another layer of protection against accidentally overwriting documents.)

PLoader: Some users do not use Pathagoras in each Word session. Many of these users call Word on an ad hoc basis (i.e., instead of opening Word at the start of the day, they would open Word by clicking a particular icon on the desktop, or by navigating to a document in the navigator. When done editing, they would close Word.) Some experienced a significant delay in Word start-up because of Pathagoras' overhead. A few years ago, we added PLoader, a small piece of code that placed Pathagoras at the ready, but did not load it. Press a button and Pathagoras would fully load. But these users had also been accustomed to <Alt-D> and <Alt-G> functions, and would press them with Pathagoras not loaded and, of course, get no results. Fixed it. These shortcuts now function even with PLoader. The action is actually two parts. (1.) to load Pathagoras and (2.) to perform the desired action. For those who don't want Pathagoras to load every time but who want to be able to call a document or activate Instant Database, this is truly having your cake and eating, it too.

'Fancy' Word intake forms now can be 'scanned' (as opposed to 'imported.') If the form has the words "Intake Form" on the first line, just use the Scan button to read in the variables and the associated values.

'One Page Manual' Series: I've written a series of One Page Manuals which summarize on a single page the major (and minor) features of a particular feature. This is a work in progress, and likely will take several months to fully implement, but no matter the stage of development, I guarantee you will say "I didn't know that!" about something in each one. You can call up some of the existing pages via "Pathagoras Features | Resources | One Page Manuals'

Minor fixes and blips:

Almost every feature announced for the first time in Pathagoras 2017 has been updated and tweaked based on comments from users who tried them. So check out those tools at this link (or just go back one page in this Manual).

Images in <<*Options* . . . >> blocks (e.g., images of signatures, among other uses) are now handled properly.

Dashes and hyphens now seen as the same with Alt-G calls from DropDown Lists

Pathagoras now properly identifies and processes > 60 variables when invoking Whole Folder Scan and Replace

The command <<*AskValue*. . .>> has been replaced with <<*AskValueInRange*. . .>>.The change makes much clearer what the function is intended to accomplish (which is to return a specified 'range' within which the provided value falls. E.g., "89" (the value) is the grade of "B" the range.)

When 'Delete if blank' box is checked in IDB screen, it will now properly remove any trailing commas. (It already removed spaces and blank lines.)

Options(cumulative) did not work well as an element nested within a parent <<*Options*. . .>> or <<*Optional*. . .>> block. Fixed.

/NEGOPT switch did not work well as an element nested within a parent <<*Options*. . .>> or <<*Optional*. . .>> block. Fixed.

'Fill-in' choice for <<*Options*. . .>> and {Optional} commands. If you use a groupname, the form that asks for the fill-in value will prominently display the groupname so you can more easily and accurately fill in a value.

Added several new 'structure checkers' to identify structural and compositional errors. Plus, we fixed the failure of Pathagoras to accurately identify the specific location of an error when discovered.

Fixed the 'Don't save variable's value' routine. Sometimes you want to replace a value in a document, but don't want the value to be saved in the database. This routine got broken along the way: the value was not saved (as desired) but neither was the value replaced in the document (bad). See #3 on this page.

Collections: Saving and Restoring Collections now done via small arrow at bottom right of DropDown List section. If you have given your collection a 'name', Pathagoras will now display the Name (in lieu of its number) in the DropDown List area.


What we are working on now:

!Get! command:  You can 'Get' (call for) a numeric value from an Excel spreadsheet and analyze it using Pathagoras 'range' function. Pathagoras will process the result and return an appropriate block of text associated with the 'gotten' value. (Perfect for psychologists and others who need to provide information associated with a particular score on a test. Lots of other applications possible.) Want more info? Want to beta test? Write to us.