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    Syntax for alternate field, when a first field is blank

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    • GeorgeJ4336
      GeorgeJ4336 last edited by

      I like to address my reporting and instruction letters using nicknames, if the recipients have nicknames. The contacts module conveniently has a Nickname field, so my letter template could include something like:

      Dear {Matter.Client.PrimaryContact.Nickname}:

      However, many contacts do not have nicknames, so their Nickname fields are empty. It would be very nice if I could put something like:

      {!{Matter.Client.PrimaryContact.First}!Matter.Client.PrimaryContact.Nickname}

      in my letter template to use the Nickname field if it is not blank, but use the First field if the Nickname field is blank. I suspect this syntax would also be very handy in relation to other fields.

      I realize I could go through all my contacts and, for those who don't have nicknames, copy their first names into their respective Nickname fields, but being a former software developer, I'm lazy.

      Is there another way to accomplish my goal?

      Thanks,
      George

      GeorgeJ4336 1 Reply Last reply Reply Quote 2
      • gregg_appcoll
        gregg_appcoll last edited by

        Hi George,

        Thank you for your suggestion. We will pass this on to engineering for future consideration.

        • AppColl Support
        1 Reply Last reply Reply Quote 0
        • GeorgeJ4336
          GeorgeJ4336 @GeorgeJ4336 last edited by

          I'd like to resurrect this thread.
          As @RichardS3059 noted, there are several instances where we would like to include text from a first field (if that field is not blank), but include text from a second field (if the first field is blank), and some of us prefer "a programmatic way to accomplish the result over fields that have field-specific logic embedded into them, because they allow a more generalized result."
          Examples of this situation include PTO filings (responses to Office Actions, etc.) and client correspondence that reference:

          1. a client-specific USPTO customer number (if the client has one), or the firm's customer number (if the client doesn't have one) (Some of my clients want me to use their customer number, rather than mine.)
          2. a client-specific USPTO deposit account number (if the client has one), or the firm's deposit account number (if the client doesn't have one)
          3. actual filing date vs official filing date vs priority date.

          Please consider adding syntax that enables run-time selection of alternative text, such as when a first field is blank.

          @RichardS3059 posted a possible syntax:
          {{Matter.ClientContact.Nickname},{Matter.ClientContact.FirstName}}
          and he suggested a more generalized IF syntax be created, which is a great idea.

          I suggested syntax along the lines of:
          {!{Matter.Client.PrimaryContact.First}!Matter.Client.PrimaryContact.Nickname}

          Thanks,
          George

          1 Reply Last reply Reply Quote 3
          • support_appcoll
            support_appcoll last edited by

            Hi George and Sadiq,

            Thank you for these suggestions. We have added this to our engineering list.

            • AppColl Support
            1 Reply Last reply Reply Quote 1
            • ChristianS9906
              ChristianS9906 last edited by

              Just upvoted your original idea, Sadiq.

              1 Reply Last reply Reply Quote 1
              • GeorgeJ4336
                GeorgeJ4336 @SadiqA2304 last edited by

                @SadiqA2304 That's right. I thought it sounded familiar!

                1 Reply Last reply Reply Quote 1
                • S
                  SadiqA2304 last edited by

                  I made this same suggestion in September: https://forum.appcoll.com/topic/128/new-field-request-contact-firstornickname/5?_=1675177027325

                  GeorgeJ4336 1 Reply Last reply Reply Quote 1
                  • ChristianS9906
                    ChristianS9906 last edited by

                    Or maybe AppColl could just introduce a new FormField called "FirstNickname" that used the Nickname if present and the First if not.

                    Although your approach would be more flexible in case similar substitutions are needed in other cases.

                    1 Reply Last reply Reply Quote 1
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