CASE: add reconciliation checks (red triangle/green dot)

Templates Cases
,
1

If you want to add reconciliation checks within your template (to check if an input object or more has been filled in for instance, or if a check or checks has been done), you can easily do so by the unexplained-tag:

when a check is done

{% if custom.some.thing == "true" %}
  {% assign ind = 0 %}
{% else %}
  {% assign ind = 1 %}
{% endif %}
{% unexplained ind as:indicator %}

will create a red triangle when the value of custom.some.thing is not “true” :
59

or give a green dot, when the value is actually “true”:
06

Let’s see how this is done:

{% if custom.some.thing == "true" %}
  {% assign ind = 0 %}
{% else %}
  {% assign ind = 1 %}
{% endif %}

It comes down to basically create a variable ( = ind but you can call it whatever you like) and give the value 0 (zero) or something different than zero to it.

By using the unexplained-tag as:indicator, it’ll check whether or not the value of the variable is zero or not:

{% unexplained ind as:indicator %}

When the value of the variable ind is zero, it’ll give a green dot. If not, a red triangle.

You can add as many as you like! your template will display a green dot, when the sum of all indicators is zero (so basically: if one indicator gives a red triangle, your template can never be green dot!).

when an object is filled

Same principle supplies, but use the check on whether the object is blank or not:

{% if custom.some.thing != blank %}
  {% assign ind = 0 %}
{% else %}
  {% assign ind = 1 %}
{% endif %}
{% unexplained ind as:indicator %}
1 Like