Not Blank Trustee

Templates
1

I am trying to create a set of templates that are only relevant when there is a Trustee in the engagement. That is, I don’t want to see these templates other than when I have a trustee

I’ve tried this code in both the used and relevant properties of the form including various combinations.
isnotblank(CurrentClient.Engage.Trustee.Firm)

Does anyone have a suggestion for what I am doing wrong?

2

@TimParris –

isnotblank() is for dates. Use isnotempty() for strings.

It’s a stupid distinction that’s been in the code for a while, and I have a note to make both work with either dates or strings.

I hope that helps.

~ Cameron

1 Like
3

Worked perfectly now that I use the right function. Thank you Cameron!