Just as you can copy texts, images and so on in other software, you can copy and paste in the Berkeley Studio. Because there is a difference between how texts, nodes, graphs and actions are copied, we made different sections for them, except for texts.
In order to create documents with the Berkeley Studio, you will need to have both a Word template and a model.
The basics of document assembly are explained in Introduction to document assemby.
Here, we explain how to link you template to the model.
We’ll do so with an example model that will be used throughtout the document assembly articles.
Many people use the Berkeley Studio to create documents, a process which is called document automation.
In the following sections, we will explain how you can create your own documents.
These documents can be anything from simple reports stating a few facts to complex legal contracts.
In the Berkeley Studio you can make use of datasets. Generally speaking, a dataset is a collection of structured data. Most people are more or less familiar with datasets as they appear in spreadsheet software, like Microsoft Excel. For example, consider the following example in Excel:
The model you create in the Berkeley Studio can be viewed in the Berkeley Runner. However, eventually you will want to publish your model. At this point, the layout of your model is no longer done by the Studio. Instead, the model is styled with a presentation layer. This presentation layer can be made specifically for your company by either yourself or by Berkeley Bridge (please contact us if you want more information). If you are wondering what the possibilities are for the layout of your model, you can check the demonstrations on the website.
Jumplists can help you and the end user to keep track of where you are in the application. To make your application more organized, as well as a little easier on the eye, we will jumplists to the nodes. The repeat logic keeps track of how many times it is used in the jumplist window, but as soon as you start to enter more than five employees, the overview that you gain with jumplists is quickly lost. To bring back that organization, we can give each employee a number.
In order to add repeated actions you will have to follow a particular sequence. The first thing you will have to do, is to add the repeat logic itself. You can do this by clicking Actions > Repeat in the menu. For now, add a counter by the name of counter, as it basically counts the number of times that we are repeating. Press [OK]. The Actions window now shows a flow statement fenced off by two items in the list: repeat … until. Actions that you will later on insert between those two will be repeated.
In this part, you’re going to learn another trick that can be of great use in the making of models: repeats. We advise you to finish the guided tour first. It is also advisable to be familiar with model structure.
Functions are a special type of formulas. Basically, they are pre-made formulas that do a specific thing. For example, if you want to know the age of someone, you don’t need to figure out yourself how to calculate that. You can just use our age() function!
This section will introduce you to an important aspect of the Studio: formulas. Formulas allow you to calculate things based on your user’s input. This could be a rather simple calculations, such as adding or subtracting numbers, but you can also more use complex formulas. Furthermore, the Berkeley Studio has several pre-made formulas called functions.
All Berkeley Studio models are structured in graphs. A graph is a group of nodes that are connected to each other. Every graph has exactly one start node where it starts, but can have multiple end nodes. The nodes in their turn have the actions that make up the functionality of your model.
In the Berkeley Studio, there are three options on how to show the next screen. The different options are explained below. Note that you can cycle between the three options using the Screen mode button under Layout, as shown in the picture.
The Berkeley Studio is the modeling environment where you will develop your own decision tree model. In these tutorials we will refer to the Berkeley Studio as Studio. You can always press [F1] to open the help files. The Studio will guide you to the right web page depending on which window you have opened.
This is your one-stop-shop for all of the Basic Video Tutorials from our Guided Tour and Document Assembly. In this series you will receive an introduction to the Berkeley Publisher. Is this your first time using the Berkeley Publisher? Then the Basic Tutorial series is a good place to start.
Testing your Berkeley Studio model is relatively easy with the Berkeley Runner (see Saving and running your model). However, eventually you will want to test the model online. To do so, you need to publish it. Notice that it is possible to give your model its own layout and style - see branding for more information.