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Custom Formats

Use Practice CS Library custom formulas

The Practice CS Library includes formulas you can add to custom formats. To access the Practice CS Library, use the Practice CS Library portlet.
To use a formula, copy the formula text and paste it into a format in
Setup
,
Custom formats
. For instructions on editing custom formats, see Modifying custom formats.
note
You can't mix formulas from one type of Custom Format to another (in most cases). Make sure you copy a formula that matches the Custom Format you're working on.

Invoice formulas

Address with Client Name/Contact Name.
 This formula will show Client Name 1, Contact Name (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.
  • Preview: 
    Client Name 1
Attn: Contact Name
Address Line 1
Address Line 2
City, ST 12345
  • Use with any invoice format
  • In the properties for the formula, set the
    Can Shrink
     option to
    True
    .
    [Client name 1(Ledger Entry client(Billing Decision ledger entry(Billing Decision)))][IF(Contact name(Client billing  contact(Invoice client(Billing Decision invoice(Billing Decision)))) = "", "", "
Attn: " + Contact name(Client billing  contact(Invoice client(Billing Decision invoice(Billing Decision)))))]
[Contact Address address 1(Mailing Address(Client billing  contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision)))))][IF(Contact Address address 2(Mailing Address(Client billing  contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))) = "", "", "
" + Contact Address address 2(Mailing Address(Client billing  contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))))]
[Mailing City State Zip(Client billing  contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))]
Address with Client Name.
 This formula will show Client Name 1, Address Line 1, Address Line 2 (if present), and City/State/Zip.
  • Preview: 
    Client Name 1
Address Line 1
Address Line 2
City, ST 12345
  • Use with any invoice format
  • In the properties for the formula, set the
    Can Shrink
     option to
    True
    .
    [Client name 1(Ledger Entry client(Billing Decision ledger entry(Billing Decision)))]
[Contact Address address 1(Mailing Address(Client billing  contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision)))))][IF(Contact Address address 2(Mailing Address(Client billing  contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))) = "", "", "
" + Contact Address address 2(Mailing Address(Client billing  contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))))]
[Mailing City State Zip(Client billing  contact(Ledger Entry client(Billing Decision ledger entry(Billing Decision))))]
Address with Client Name 1/Name 2.
 This formula will show Client Name 1, Client Name 2 (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.
  • Preview: 
    Client Name 1
Client Name 2
Address Line 1
Address Line 2
City, ST 12345
  • Use with any invoice format
  • In the properties for the formula, set the
    Can Shrink
     option to
    True
    .
    [Client Name 1(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision)))][IF(Client name 2(Invoice client(Billing Decision invoice(Billing Decision)))  = "", "", "
" + Client name 2(Invoice client(Billing Decision invoice(Billing Decision))))]
[Contact Address Address 1(Mailing Address(Client billing  Contact(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision)))))][IF(Contact Address Address 2(Mailing Address(Client billing  Contact(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision))))) = "", "", "
" + Contact Address Address 2(Mailing Address(Client billing  Contact(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision))))))]
[Mailing City State Zip(Client billing  Contact(Ledger Entry Client(Billing Decision Ledger Entry(Billing Decision))))]

Statements

Address with Client Name/Contact Name.
 This formula will show Client Name 1, Contact Name (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.
  • Preview: 
    Client Name 1
Attn: Contact Name
Address Line 1
Address Line 2
City, ST 12345
  • Use with any statement format
  • In the properties for the formula, set the
    Can Shrink
     option to
    True
    . 
    [Client name 1(Client)][IF(Contact name(Client billing  contact(Client)) = "", "", "
Attn: " + Contact name(Client billing  contact(Client)))]
[Contact Address address 1(Mailing Address(Client billing  contact(Client)))][IF(Contact Address address 2(Mailing Address(Client billing  contact(Client))) = "", "", "
" + Contact Address address 2(Mailing Address(Client billing  contact(Client))))]
[Mailing City State Zip(Client billing  contact(Client))]
Address with Client Name 1/Name 2.
 This formula will show Client Name 1, Client Name 2 (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.
  • Preview: 
    Client Name 1
Client Name 2
Address Line 1
Address Line 2
City, ST 12345
  • Use with any statement format
  • In the properties for the formula, set the
    Can Shrink
     option to
    True
    . 
    [Client name 1(Client)][IF(Client name 2(Client) = "", "", "
" + Client name 2(Client))]
[Contact Address Address 1(Mailing Address(Client billing  Contact(Client)))][IF(Contact Address Address 2(Mailing Address(Client billing  Contact(Client))) = "", "", "
" + Contact Address Address 2(Mailing Address(Client billing  Contact(Client))))]
[Mailing City State Zip(Client billing  contact(Client))]

Labels

Address with Client Name/Contact Name.
 This formula will show Client Name 1, Contact Name (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.
  • Preview: 
    Client Name 1
Attn: Contact Name
Address Line 1
Address Line 2
City, ST 12345
  • Use with any client-based label format.
  • In the properties for the formula, set the
    Can Shrink
     option to
    True
    . 
    [Client Name 1(Client)][IF(Contact Name(Client preferred  Contact(Client)) = "", "", "
Attn: " + Contact Name(Client preferred  Contact(Client)))]
[Contact Address address 1(Mailing Address(Client preferred  contact(Client)))][IF(Contact Address address 2(Mailing Address(Client preferred  contact(Client))) = "", "", "
" + Contact Address address 2(Mailing Address(Client preferred  contact(Client))))]
[Contact Address City State Zip(Mailing Address(Client preferred  contact(Client)))]

Client Management

Interaction Listing – Logged in Staff Filter.
  • Use this formula to filter the Interaction Listing report for staff who are currently logged in to Practice CS.
  • Place this formula in the Group4 PrintWhen property. 
    [ID(Logged In Staff) = Staff staff id(Interaction staff(Interaction))]

Project Management

Logged in Staff Filter for Assigned
  • Use this formula to filter a project report for projects assigned to staff who are currently signed in to Practice CS. 
    [ID(Logged In Staff) = Staff staff id(Project assigned  staff(Project))]
  • Use with project-based reports.
Logged in Staff Filter for Responsible
  • Use this formula to filter a project report for projects that staff currently logged in to Practice CS are responsible for. 
    [ID(Logged In Staff) = Staff staff id(Project responsible  staff(Project))]
  • Use with project-based reports.
Logged in Staff Filter for Tasks
  • Use this formula to filter a task-based report or subreport for tasks assigned to staff currently logged in to Practice CS. 
    [ID(Logged In Staff) = Staff staff id(Task staff(Task))]

This article applies to:

  • PRODUCT: Practice CS