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Custom fields

Updated: 2018-12-11

In any TaxCycle file, you can add your own custom, personalized fields and the use the data in templates and data monitors.

Custom Fields options

Configure default custom fields in options to add them to the CustomFields worksheet when you create a new file or carry forward a file from the prior year.

2019-options-custom-fields


  1. From the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left, expand T1/TP1 (or a different module), expand on Custom Fields and click on a year.
  3. On the right, click the Add button to create a new field. 
  4. In the Unique ID column, you can either use the value created, or enter your own. It can be helpful to enter your own as it will be more recognizable when using the field in templates. IDs cannot contain spaces.
  5. In the Data Type column, choose the type of field to create. It can be any of the following:
    • Text—This is a text field you can type into.
    • Money—This field allows you to enter a number that is money with a two-digit decimal place.
    • Yes/No—This shows two check boxes allowing only one to be checked.
    • Date—Enter a full date, year, month and day.
  6. In the Value column, set the default value for the field on the CustomFields worksheet.
  7. In the Carryforward column set the default whether to carry forward the data entered in the field on the CustomFields worksheet to the following year:
    • Yes—Defaults the Carryforward column to Yes on the CustomFields worksheet.
    • No—Defaults the Carryforward column to No on the CustomFields worksheet.
    • Always—Always carry forward the value, regardless of what is selected on the CustomFields worksheet.
    • Never—Never carry forward the value, regardless of what is selected on the CustomFields worksheet.
  8. In the Review message column, choose whether a review message should display and in what circumstance:
    • No review—Never triggers a review message for this field.
    • Required field—Triggers a review message to remind you to complete the field on the CustomFields worksheet.
    • Matches default—Triggers a review message if the contents of the field on the CustomFields worksheet match the default value set in options.
    • Does not match default—Triggers a review message when the contents of the field on the CustomFields worksheet is different from the default set in options.
  9. To delete a custom field from options, click the X on the far right of the row. Or, select one or more fields and click the Delete button.
  10. To remove all fields from the options page, click the Clear button.
  11. When you are done with your changes, click the Apply or OK button to save them.

Copy options to other years

Right-click on the year in the sidebar to copy the default fields to other years. 

2018-custom-fields-right-click-copy


CustomFields worksheet

Custom fields and the data they contain reside on the CustomFields worksheet. The table in the worksheet allows you to add as many custom fields to a specific file. However, if you want to set up fields that are added to all files, you should first configure the fields in module options. 

2018-custom-fields-worksheet

Use data from custom fields in a template

You can reference the Unique ID in a template code to reference the data in the custom field.

Show the value in the field

  1. Open the client context by using the {{#CurrentClient}} {{/CurrentClient}} tags.
  2. In between these tags, use the customfield function and insert the Unique ID between the quotation marks. For example: {{customfield("Newsletter")}}
Code

{{#CurrentClient}}

{{customfield("Newsletter")}}

{{/CurrentClient}}

Test a Yes/No field

Use the following code to show or hide content based on the selection in a Yes/No field.

Code  

{{#CurrentClient}}

{{#isyes(customfield("Newsletter"))}}

Show this text if the answer is Yes in the custom field.

{{/isyes(customfield("Newsletter"))}}

{{/CurrentClient}}

{{#CurrentClient}}

{{#isno(customfield("Newsletter"))}}

Show this text if the answer is No in the custom field.

{{/isno(customfield("Newsletter"))}}

{{/CurrentClient}}

Custom fields in template conditions

You can use a custom field to determine whether a template is considered used or relevant. For example: 

  1. Create a Yes/No field on the CustomFields worksheet. In this example, the unique id is ClientInvoice.
  2. In template properties, create a condition like the following: customfield("ClientInvoice")="Yes"
  3. In this example, if the custom field ClientInvoice is answered Yes, the template will be considered used. If a template is considered used, then you can include it automatically in a print set.

2019-customfields-template-condition