Custom Fields Not Prompting

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kendale.wyatt
Posts: 19
Joined: Wed Sep 26, 2018 1:24 pm

Custom Fields Not Prompting

Post by kendale.wyatt » Mon Aug 17, 2020 1:09 pm

I have created custom fields (checkboxes) so that users are prompted to include certain paragraphs in the documents. However, if they check the box they do not get the prompt again later. Is there a way to make these prompt every time, even if they are checked? Below is an example of one of the prompted paragraphs.

<TOGETHER><FOREACH ASK ({{UnimprovedTaxReserve##}})><IF ({{UnimprovedTaxReserve##}} = TRUE)>
BORROWER’S INITIALS
________ ________ UNIMPROVED TAX RESERVE TO LENDER: Borrower is aware that the escrow account being created at closing is based on partially unimproved taxes. Borrower also understands there is a possibility that the escrow account held by Lender may be short at the end of the year and the Lender could require additional money to make up the shortage or the Lender can increase the monthly payment to collect this shortage.
<ELSE></IF></FOREACH></TOGETHER>

BobRichards
Posts: 1133
Joined: Wed Jan 15, 2014 3:50 pm
Location: Raleigh, NC
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Re: Custom Fields Not Prompting

Post by BobRichards » Tue Aug 18, 2020 3:43 pm

Here is the response from our documents team:

This is a little confusing, because they’re using FOREACH ASK coding on a custom field, which isn’t really possible since the custom field isn’t a multiple. I do think I understand what they’re wanting, but they can’t accomplish that with a custom field. Once they’ve answered a custom field there is no way to re-prompt that same custom field on the same document unfortunately.

Now, if they’re using the same custom field on multiple documents and they just want it to re-prompt on the next document, then they users can just turn their prompts level to “All” on the document tab options.

If they need the same CF to re-prompt because they’re using it more than once on one document, then they should probably replace that custom field with a quick prompt instead. It won’t retain the data (will re-prompt every time the user renders the form), but it will allow them to essentially answer the same question multiple times on the document. That would be something like this:

<IF (<PROMPT Check (Check to include tax reserve)> = true)>
________ ________ UNIMPROVED TAX RESERVE TO LENDER: Borrower is aware that the escrow account being created at closing is based on partially unimproved taxes. Borrower also understands there is a possibility that the escrow account held by Lender may be short at the end of the year and the Lender could require additional money to make up the shortage or the Lender can increase the monthly payment to collect this shortage.
</IF>
Bob Richards, Senior Software Developer, SoftPro

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