Compatibility Issues Between the Different Versions of HotDocs

From HotDocs Wiki

Jump to: navigation, search

With each release of HotDocs, new features or properties are added that are not backwards compatible. This means that if you implement one of these features in a template and then attempt to assemble the template with an earlier version of HotDocs, the feature or property may create errors or produce unexpected results in the assembled document. Additionally, editing a template that contains these features may clear the property or change the operation of the feature.

The following table explains version-specific features and properties. It also includes a designation of how the feature will affect template development or document assembly in versions of HotDocs prior to when the feature was introduced.


Legend Legend.png

Feature Version Implemented Template Development Document Assembly
Default example formats 6.0 Chk.gifSupported in all versions Chk.gifSupported in all versions
Default merge field properties 6.0 Chk.gifSupported in all versions Chk.gifSupported in all versions
Select the Automatically select this option if variable is unanswered when displayed property for more than one Multiple Choice option 6.0 Chk.gifSupported in all versions Chk.gifSupported in all versions
Assign individual resources to Multiple Choice options 6.0 Chk.gifSupported in all versions Chk.gifSupported in all versions
Assign dialog titles 6.0 Chk.gifSupported in all versions Chk.gifSupported in all versions
HIDE or SHOW variables in a dialog based on answers to one or more variables in that same dialog 6.0 Chk.gifSupported in all versions Chk.gifSupported in all versions
Automate PDF-based form templates 6.0 Chk.gifSupported in all versions Chk.gifSupported in all versions
Designate answer field widths, including spreadsheet column widths when the variable is repeated 6.1 Chk.gifSupported in all versions Chk.gifSupported in all versions
Use line breaks and paragraph marks in computation scripts 6.1 Chk.gifSupported in all versions Chk.gifSupported in all versions
Use ADO-based database components 6.1 Chk.gifSupported in all versions Chk.gifSupported in all versions
SET True/False value of grouped child dialogs 6.1 Chk.gifSupported in all versions Chk.gifSupported in all versions
Include option prompts in CLEAR / ADD instructions 6.1 Chk.gifSupported in all versions Chk.gifSupported in all versions
Use /ss, /ssn, /sa, and /sap command-line instructions in an ASSEMBLE instruction 6.1 SP1 Chk.gifSupported in all versions Chk.gifSupported in all versions
Thousands and decimal separators in LANGUAGE instructions 6.1 SP1 Chk.gifSupported in all versions Chk.gifSupported in all versions
Use a numeric expression in a dialog LIMIT instruction 6.1 SP1 Chk.gifSupported in all versions Chk.gifSupported in all versions
Select Enter key in multi-line answers inserts new paragraph mark option for multi-line Text variables 6.1 SP1 Chk.gifSupported in all versions Chk.gifSupported in all versions
SET value of multiple-select Multiple Choice variables to two or more values 6.1 SP1 Chk.gifSupported in all versions Chk.gifSupported in all versions
DEBUG, INCREMENT, DECREMENT, WHILE, END WHILE instructions 6.2 Chk.gifSupported in all versions Chk.gifSupported in all versions
Select the Ask automatically property for dialogs 6.2 Chk.gifSupported in all versions Chk.gifSupported in all versions
Use the Named Group property to span fields across two or more form pages 6.2 Chk.gifSupported in all versions Chk.gifSupported in all versions
KEEP HEADER and KEEP FOOTER of inserted template 2005 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Use non-breaking formats 2005 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Use an Outlook Contacts list as an answer source 2005 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Format answers using symbol or other nonstandard fonts 2005 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Assign variable titles 2005 SP1 Ex.gifWhen editing a template in earlier versions, title is removed from variable Tri.gifWhen editing template in earlier versions, keywords are ignored
Assign repeated series label 2005 SP1 Ex.gifWhen editing a template in earlier versions, title is removed from variable Tri.gifWhen editing template in earlier versions, keywords are ignored
Limit the number of rows that are shown for a spreadsheet 2005 SP2 Ex.gifWhen editing a template in earlier versions, title is removed from variable Tri.gifWhen editing template in earlier versions, keywords are ignored
Use SPAN instructions to mark editable document text 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Use dialog elements other than additional text and buttons (lines, spaces, graphics, etc.) 2006 Tri.gifEx.gifWhen editing a template in earlier versions, dialog elements are either ignored or removed Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Choose which component file provides properties when pointing templates 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Use smart returns when inserting instructions 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Use dot codes to format plain text 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
REPLACE, SPACE, STRIP, VALUE, SELECTION, and UNION expression models 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
ERASE VAR, ERASE DIALOG instruction models 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Store PLAY macros for an RTF in a DOT and reference it from the component file 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Automatically update references in assembled document 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Use scripting in plain-text resources 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Sort a repeated list before filtering it 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Circle static text on a form 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Send part of an answer that overflows to the addendum, rather than the full answer 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Better implementation for ANSWER FILE NAME system variable 2006 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Web link dot code 2007 SP1 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Automatically exclude irrelevant variables 2008 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Single-page dialogs in HotDocs Server interviews 2008 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Use international languages when completing an interview 2008 Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Use international languages when automating a template set 2009 Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
XML library and component file formats 2009 Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
INSERT instructions that insert graphics 2009 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Variable INSERT instructions 2009 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Use fillable PDFs as basis for form templates 2009 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored
Use international languages when automating a template set 10 Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
XML library and component file formats 10 Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
INSERT instructions that insert graphics 10 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Variable INSERT instructions 10 Tri.gifWhen editing template in earlier versions, keywords are ignored Zap.gifWhen assembling documents in earlier versions, keywords cause scripting errors
Use fillable PDFs as basis for form templates 10 Tri.gifWhen editing template in earlier versions, keywords are ignored Tri.gifWhen editing template in earlier versions, keywords are ignored

Component File Version Updates

With some releases of HotDocs, users are required to upgrade their component file versions. For example, templates automated in HotDocs 2005 cannot be assembled with earlier versions of HotDocs, nor can they be edited. When HotDocs 2005 SP1 was released, an option was added to Component File Properties that allows developers to save the component file for use with a specific version in HotDocs. This helps to maintain backwards compatibility when users of the template are using a version different from template developers.

The following lists which versions of HotDocs incorporated a component file version update:

  • HotDocs 6
  • HotDocs 2005
  • HotDocs 2006
  • HotDocs 2009

If you want to use later versions of HotDocs to develop your templates but you want them to be compatible with earlier versions of HotDocs, be careful using any version-specific features listed in the table above. If you do, you may see unexpected results.