Rollforward nil date : Not working

Hi Everyone,

I am trying to clear the date values when roll forwarding to next period and its not working, still dates are being copied to next period.

Code tried:

{% input company.custom.process.CMT_filed as:date %}
{% rollforward nil company.custom.process.CMT_filed as:date %}

{% input company.custom.process.CMT_filed as:date %}
{% rollforward nil company.custom.process.CMT_filed %}

Could you help me to clear the date value while roll forwarding to next year, please?

Thanks in advance!

Kind regards,
Nikhil

Hi @Nikhil ,

The custom variables you have created are on the company drop. This means that the value of these input fields will remain the same throughout all periods. If you’ld like to clear these fields, attaching it to the company drop is not the right approach.

More information on company and period drops can be found in this case.

Kind regards,

Michiel

1 Like

Hi @Michiel,

Is there a way, to use company.custom for some fields and also those fields can be made nil when roll forward?

We are using company.custom. in the liquid code to check the updates in the data fields and trigger the webhook events. Perhaps when we don’t use company.custom, we don’t see any webhook events for those fields.

Please let me know if need more info.

Kind regards,
Nikhil

Hi @Nikhil,

Variables created at company level are not period dependent (i.e. they keep the same value regardless of the period you are in). For this reason, the rollforward functionality does not work for them.

Is there a reason why you need to use a company variable?

Best,
Borja