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Variables

Computed variables

Example 1 - Boolean computed variable

The task is to create two new boolean variables. The first defines when an agreement requires a review by the legal team, and the second defines when an agreement requires board-level approval.
A legal review is required for all buyers that are either sole traders or individuals, or when the questionnaire is incomplete.
Create a new variable called RequiresLegalApproval and set it as a Computable. For the definition enter:
BuyerType Is "Sole trader" Or
BuyerType Is "Individual" Or
not db_questionnaire_complete
Board-level approval is required for any agreement over 1 million dollars that requires a legal review.
Create a second computable variable called RequiresBoardApproval and set the definitions as:
PurchasePrice IsAtLeast 1000000 And
RequiresLegalApproval

Example 2 - Building a list of values from other variables

The task is to create a new list variable that represents all names that may be entered on the questionnaire. This includes names that are always collected (the applicant, the respondent) and some names which are conditionally collected (the applicant's spouse, the respondent's spouse, the applicant's children, the respondent's children). Such a list might then be used as the dynamic selection options for other variables.
Firstly, create a new list variable called ApplicantNames for the names associated with the applicant.
Secondly, create a new list variable for the names associated with the respondent.
Finally, create a new list variable for the applicant names plus the respondent names.

This article applies to:

  • Product: Contract Express