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Capturx for Excel Support

Many answers to Capturx Forms for Excel questions can be found here in the User Guide
Capturx Forms for Excel Tips & Tricks Here
Capturx Forms for Excel FAQ Print Version

 

For best results, refer to the Capturx Forms for Excel "How-to Guides" below:
General Best Practices 
Form Design 
Create Order Forms with Calculations
Complete Forms with Digital Pen
Collect & Share Data across Teams
Use Excel to Collect Attributes for GIS 

 

Q. Will wordlist built in Capturx Forms for Excel 1.0 work with 1.1?

ImageA. Wordlist built using 1.0 will continue to work in 1.1 however the wordlist cannot be modified or edited. To add a wordlist to a cell.

  1. From a worksheet (preferably within the existing workbook) select the cells that contain the words you want to include in your wordlist.

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  2. Click in the Name box, to the left of the formula bar.

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  3. Type the name for the list, e.g. Fruits Note: for names with two or more words no spacing is allowed .
  4. Select the Enter key. You can also name a range of cells by right clicking on the cells you have selected and selecting the Name a Range option and entering the desired name in the Name field.
  5. Select the Capturx tab at the top of the Excel toolbar.
  6. Select the Wordlist pull-down option from the design form section and select the name of the wordlist you created.
Q. Can I "Remove" Capturx as an add-in and then add Capturx as an add-in at a later date?

ImageA: No. By selecting “Remove” Capturx as an Add-in (in the Excel Options > Add-Ins > COM Add-ins), you will be required to re-install Capturx. 

If you need to disable the Capturx Add-in you can do so by:

  1. Opening the Excel application. Then select "the Office Button."
  2. Select "Excel Options" then "Add-Ins" then "COM Add-Ins" in the Managerdropw down
  3. Deselect the check box for Capturx Forms for Excel. This will disable the Capturx Add-in.

Note: Capturx Forms for Excel needs to be installed to complete the process of disabling the Capturx Add-in.

Q. I’m trying to install Capturx forms for Excel and the installation rolls back.

ImageQ: Why does Capturx forms for Microsoft Excel roll back when I try to install? What can I do to fix this issue?

A: Please un-dock the pen and remove the USB port cable, then try again. If this continues, contact technical support at Adapx.
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Q. Why doesn’t anything happen when I click on the Summary button?

ImageA: This can occur if the workbook is protected. Unprotect the workbook or sheet and try the Summary button again.

Q. I print using the Capturx Print button, but I don’t see pattern on the page.

ImageA: Pattern will only be printed on Capturx-enabled sheets in the workbook. Be sure that the sheet you wish to print is a Capturx-enabled Template or Direct form. To enable the form, use the "Enable Form" button of the Capturx menu. 

Q. Why do I get this Ink ingest failure message?

ImageA: Verify the following if you get this failure message:  “Failed to import ink to the current sheet. Please contact Adapx technical support.” 

• Are there any Word Lists in the workbook that is formatted with only one value? Expand the list to include at least two field values prior to import.
• Is Word 2007 installed? Import process requires access to Word 2007 dictionary.
• The name of the worksheet being imported may already exist.
• Verify there are no hidden or protected worksheets

Q. Why don’t I get recognition results when I place a “%” before my entry?

ImageA: Placing “%” before a number confuses the recognition process. Please avoid using a “%” as the first character before a number.

Q. Why can’t I print the shared workbook I created?

ImageA: We currently cannot print shared workbooks since the operation generated them as protected. Currently we don't support printing protected workbooks. The best approach is to print prior to sharing the workbook.

Q. Why do I get an error that says sheet 1 is too large to be printed. The number of rows...
ImageA: This may be either because the document permission is set to read only, or the file has been saved as “Mark as Final.”
  1. Uncheck the Read-only checkbox in file properties
  2. Click the Microsoft Office Button, point to Prepare, uncheck Mark as Final

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Q. Can I integrate my Excel form data into a database?

ImageA: Yes, a common approach is to create an XML table of summarized form data

XML provides a simple structured data format that is flexible for variety of approaches to integrating data into your database. You can create XML Data files from data collected using Capturx Forms for Excel.

The easiest way to create xml files containing multiple records is to use Capturx summary functionality. This automatically creates flat data tables where each column heading contains the name of a field and each row is an individual record in your data table.

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For easy data sharing and import, these tables can be saved as XML files.

The column headers become the field names. The field names are defined using brackets which surround the data. The data table above is transformed to the xml shown below.

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These files can be easily imported into many applications.

Here are some tips on preparing Capturx form solutions for use with xml

  1. Download and install the free  XML add-in for Excel from Microsoft
    Download version 1.1 of the Excel 2003 XML Tools Add-in which works with Microsoft Office Excel 2007. http://office.microsoft.com/search/redir.aspx?AssetID=XT011863191033&CTT=5&Origin=HA102635091033&app=EXCEL&ver=12 Follow the instructions from Microsoft on how to enable the add-in within Excel 2007.

  2. Name the cells in your form template (suggested)
    Excel allows you to “name ranges” of cells. This includes the ability to name an individual cell. The name of the cell in the template becomes the heading of the column for the data table. Since it’s easiest for teams to work with self-describing field names for visually checking data or mapping it to other applications, we encourage teams to name their cells. This is not required.

  3. Create a summary table of your data
    Once you have one or more forms completed, put focus on the original template and click on “Summarize” in the Capturx ribbon. This will create the data table. You can then work within your existing form workbook or click on “export in the Capturx ribbon” to create a new workbook which only contains the data in that data table.

  4. Create the  XML list and schema from your column names
    Go to the XML add-in, dropdown the “xml tools” menu and select “Convert a range to xml.” Select the all data that you want to use to create the x XML file – including all the rows, all the columns, and the row which contains the column names. When prompted whether to “use first row as column names,” select yes. This will define the xml schema in the file and, in the example below, convert “Name” to <Name> </Name>

    Note: Excel supports formatting of cell values, such as dates, decimal places, which make the cells easier to read. Capturx keeps that formatting in the summary data tables. When you generate an XML list – the formatting goes away – but the data values remain constant. Ie: “$90.70” becomes “90.7” You will see a warning about this when generating your list – you can select cancel and continue the process.

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  5. Generating the  XML file
    When finished, you will see a data table in Excel which now appears with colored background and data filters enabled. To generate the  XML file, save the workbook using “Save as” / “other formats” and select “XML data *.xml” from the “save as type” option at the bottom of the save as dialog.

  6. Working with the  XML file
    When you open the file in Excel, it will automatically be displayed as a data table similar to the format from which it was created.

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You can also open it in any  XML editor or text editors (like the notebook or word pad applications that are part of Windows) and see the XML encoding.

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Q. Unable to print a form with the OKI 6100 printer.

ImageQ: Unable to print a form with the OKI 6100 printer.

A: If you try to print more than 6000 formatted cells using the OKI 6100 printer, you will receive an error message and your print job will not succeed, for a best practice try to limit the number of cells in your form to under 6000.  See the Capturx Best Practice in Form Design document found on the Capturx Forms for Excel support page.

Q. Can I insert a table into a worksheet that spans across more than 1 page and print?

ImageA: No. You can insert and print, only if the inserted table is limited to 1 page.

Q. I am using the “Print Entire Workbook” option from the print dialog and am unable to print.

ImageA: You may have a hidden worksheet that is preventing printing the entire workbook. To print all worksheets within my workbook:

  1. Open the workbook you want to print.
  2. Select the Capturx tab.
  3. Select all the sheets in the workbook. (Select the first sheet by clicking on its tab then hold down the Shift key and click on the last sheet you want to select. All the tabs between the two will be highlighted. If the sheets you need to select aren't consecutive, hold down the Control key and click on the sheet tabs as you need. You can also select all the sheets in the workbook by right-clicking on a sheet tab and selecting the Select All Sheets choice from the pop-up menu.)
  4. Select the Print with Capturx button.
  5. Select OK
Q. Can I use '{' braces or other characters in names of worksheets or named ranges?

Image A: Do to a known issue with naming ranges and worksheets in Microsoft Excel use of '{' braces is not supported and will cause formulas associated the worksheet to not work.  Please add the single quote (') marks around any sheet name that contains characters other than standard letters and numbers such as spaces, curly braces, ect within their formula OR use alterntative characters for naming ranges or worksheets

Q. What if the Capturx Tab does not appear when I open Excel 2007?

ImageA: If the Capturx Tab does not appear you open Excel 2007 you can restore the Tab by following the steps below:

  1. Open Excel 2007
  2. Click the round Office Menu button in the upper left corner of the Excel Window, a panel will “pop up”
  3. Click the Excel Options button at the bottom of the panel, a new window opens.
  4. Click the Add-ins label in the left panel of the new window. A new panel appears in the window
  5. At the bottom of this panel is a drop down list labeled Manage. Select Disabled Items from the drop down list, and then click the Go button.
  6. A new (dialog) window, titled Disabled Items, pops up. Capturx may appear in the list of disabled items. Select Capturx, and then click the enabled button. The dialog window will disappear, and you are back in the window with the drop down list labeled Manage.
  7. Select COM Add-ins from the drop down list, and then click the GO button. A new (dialog) window, titled COM Add-ins, pops up. The Capturx for Microsoft Excel Add-in appears in the list; make sure the checkbox to the left is checked. Click the OK button.
  8. You may have to close and reopen Excel to get the Capturx tab to appear in the ribbon.
Q. Why do I need Word 2007 in order to use Capturx Forms for Excel 2007?
A: Capturx requires access to the Office 2007 dictionary which is only available via Word 2007. Capturx includes powerful handwriting recognition software which enables teams to convert written text to digital text for use in Office and other applications. Capturx improves recognition accuracy by matching ink strokes to a standard dictionary. Office also has a dictionary to which people can “add words” as they edit email and Office files. To take advantage of this extended set of custom words, Capturx adds any custom entries in the Office 2007 dictionary to your Capturx dictionary. In order to use Capturx Forms for Excel 2007, teams must have Word 2007 installed. Capturx only leverages the dictionary, so teams do not need to have Word running in order to use Capturx.
Q. I can't view the Capturx Add-In in Excel, but the individual who installed Capturx can.

A: Capturx Forms for Microsoft Excel is available only to the individual who was logged onto the machine when the application was installed.  In order for multiple users to access the application on the same machine, the application will need to be installed using the login credentials for each individual.

Q. I get the following message: “Unknown error occurred while publishing. Please contact tech support."

Q: While publishing a form from Capturx Forms for Excel to SharePoint, I see the following message: “Unknown error occurred while publishing. Please contact Adapx technical support.

A: This message can appear if the Excel form solution that you are publishing to SharePoint has word lists which only contain a single value  If you see this message, please check your word lists. If any contain a single value, then please expand the list(s) to include at least two field values and then re-publish the form.

 

Q. Links in the Summary table of my template are no longer functioning.

Q: Links to individual forms in the Template Summary Table no longer work.

A: If the template and worksheets summarized were copied over from a different workbook, links to individual forms will no longer work because the file path has changed. To correct this problem, do not copy worksheets, instead select move to another workbook. Links will now work in the new workbook. Note: moving worksheets removes them from original workbook - backup files as needed.

General FAQs

Q. What printers and settings are recommended for Capturx?

ImageA: Refer to the Printing FAQ on the Adapx website for printing information and settings.
You will also find here, the Adapx Sample Printer list.

Q. How does the pattern work with paper size?

ImageA: Refer to the How Capturx Printing Works page to find more information on pattern.One shelf of pattern allows 1952 A0 prints, 3872 A2 prints, and 6144 A4 prints. 

Q. Can I use Capturx with non-English versions of MS Office?

ImageA: No. Capturx is designed to work with US English versions of Microsoft Office.

Q. Can I run Capturx on a 64 bit machine?

Image A: No, currently Capturx is compatible with 32 bit Windows 7. We look forward to supporting 64 bit Windows OS in the near future.

Q. What Operating System work with the Capturx Products?

Image A: US versions of 32 bit XP, Vista or Windows 7. One Note text recognition conversion from ink is not available on Home editions of XP or Vista.

Q. What should I do if the Pen Manager stops responding?

ImageA: Close the Capturx Pen Manager from the Windows Task Manager and restart the Capturx Pen Manager.
To restart Capturx Pen Manager:  Start – All Programs - Startup – Capturx Pen Manager

Q. Does Capturx work with Windows 7?

Image A: Capturx is compatible with 32 bit Windows 7. We look forward to supporting 64 bit Windows OS in the near future.

Q. I’m having trouble installing Capturx.

Q: I’m having trouble installing Capturx – receiving messages such as “the data cabinet file CAB1 is corrupt” or “another instance of the application is already running” or “insufficient rights to install the application.”

A: Trouble completing your Capturx installation or messages like these often reflect that your IT team has placed limits your ability to install software.  Even though Adapx software is designed to install under almost all user privileges, strict security measures implemented at certain Government or Military locations, for example, can prevent a user from installing an application. In order to install the application the user will need to have their rights temporarily elevated.  Please contact your IT administrator to check on the installation rights for your account.


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