Add legal form for shareholders & Managers

Templates Liquid Testing
1

for the legal documents we use or own templates. If we for example want to add a company shareholder we don’t have the field legal form. Can someone help me how to add the box legal form in liquid

2

Hi @Wendy_Vaes!

There is no native legal_form drop on the person object in Silverfin. To add it in your own template, you need to use a custom field via person.custom. You can name it freely, for example:

<tr>
  <td>Legal form</td>
  <td>{% input person.custom.legal_form placeholder:"" %}</td>
</tr>

Add this inside your {% fori person in people %} loop where you display the shareholder’s general info.

A working example would be:

{% fori person in period.people %}
    <table class="usr-width-100">
      <tbody>
        <tr>
          <td class="usr-width-50">Legal form</td>
          <td class="usr-width-50">
            {% input person.custom.legal_form placeholder:"" %}
          </td>
        </tr>
      </tbody>
    </table>
{% endfori %}

{% comment %}print given legal forms{% endcomment %}
{% for person in period.people %}
 {{ person.custom.legal_form }}
{% endfor %}

I hope this helps and provides a bit of guidance!

Kind regards,

Delphine