Updated: 2020-07-21
In any TaxCycle file, you can add your own custom, personalized fields and the use the data in templates and data monitors.
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.
Right-click on the year in the sidebar to copy the default fields to other years.
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.
You can reference the Unique ID in a template code to reference the data in the custom field.
Code |
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{{#CurrentClient}} {{customfield("Newsletter")}} {{/CurrentClient}} |
Use the following code to show or hide content based on the selection in a Yes/No field.
Code | |
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{{#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}} |
You can use a custom field to determine whether a template is considered used or relevant. For example:
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