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    New field request: Contact.FirstOrNickname

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    • S
      SadiqA2304 last edited by

      I'd like to request a new field for the Contact object:

      Contact.FirstOrNickname

      • Returns Nickname if Nickname field has one character or more
      • Returns First Name if Nickname field is empty

      Example 1:
      Contact First Name: Jonathan
      Contact Last Name: Smith
      Contact Nickname: [blank]
      Contact.FirstOrNickname = Jonathan

      Example 2:
      Contact First Name: Jonathan
      Contact Last Name: Smith
      Contact Nickname: Johnny
      Contact.FirstOrNickname = Johnny

      Without something like this, I'm not sure what the utility of the "Nickname" field is.

      RichardS3059 1 Reply Last reply Reply Quote 1
      • S
        SadiqA2304 @RichardS3059 last edited by

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        • RichardS3059
          RichardS3059 @SadiqA2304 last edited by

          @SadiqA2304 I'm used to programming, so the idea of adding syntax for more control of the templates feels better to me than adding fields that have logic embedded into them. I agree that putting the first name into the nickname field if no nickname exists isn't a great solution, but it does work until they provide something better. You only have to embed the nickname field into your template to get the desired result. It's a little extra setup work to remember to fill in the nickname field when it's not really a nickname, but that's a one-time effort when you create the contact.

          I'll always 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. For example, none of the several priority fields produces exactly how I often
          want priority information specified. As it is, the list of fields doesn't remind me how each version is formatted, so I have to do tests to figure out which one has the closest to what I need, then manually edit the result of the template every time it's used.

          If we had a generalized formatting syntax, we wouldn't have to wait for AppColl to create yet another special-purpose field, but would immediately have the ability to get what we want.

          S 1 Reply Last reply Reply Quote 0
          • S
            SadiqA2304 @RichardS3059 last edited by SadiqA2304

            @RichardS3059 I think it's a better solution to add fields and have Appcoll do the logic on the backend, rather than requesting Appcoll to create a new programming language for its end users. I don't think your solution of using the nickname instead of the first name solves anything at all, either - it is the exact same thing, as you're still just using one field and not two.

            RichardS3059 1 Reply Last reply Reply Quote -1
            • RichardS3059
              RichardS3059 @SadiqA2304 last edited by

              @SadiqA2304 I'd rather not add yet another field. First Name and Nickname aren't the only fields that could use something like this. For example Filing Date and Official Filing Date. What I'd really prefer is some kind of syntax that allows generally indicating "use field X if it's not null, but use field Y if field X is null." Perhaps something like:

                          {{Matter.ClientContact.Nickname},{Matter.ClientContact.FirstName}}
              

              I'm not pushing that syntax. It was just the first thing that came to mind. Even more powerful would be a more generalized IF syntax.

              What I end up doing now is filling in Nickname with the first name all the time, and just using Nickname all the time.

              S 1 Reply Last reply Reply Quote 1
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