Common Conditions, Counts & Operators
When customizing documents, you will frequently need to use conditions, counts and operators to structure the way the document content is generated.
Below are frequently used conditions, counts and operators that you may find useful when customizing your own documents.
Common Conditions
Conditions are in alphabetical order. If the condition refers to an ‘individual’ mortgage, transferor, or other item, then it will only work in a looped document or clause. Other counts refer to all of transferors, all new mortgages etc, then the document or clause does not need to be looped.
Type | Description |
Purchase | Clause applicable only on Purchase File |
Mortgage | Clause applicable only on a Mortgage File |
Sale | Clause applicable only on a Sale File |
Balance owing from Client on Account | Clause will populate if there is a balance owing from client on account |
Condominium (yes) Condominium (no) | Clause will populate either on condo yes or condo no |
Individual Transferor is Corporation | As this is an Individual condition it can only be used in either a doc or clause that is looped on Transferors. If the individual transferor is a corporation, clause will loop |
Transferor not corporation | Clause will populate if the transferor is not a corporation |
Operators
| Symbol | Definition | Example | Explanation |
= | equal to | [count or field] = 1 | Count is equal to 1 |
!= | Not equal to |
|
|
> | Greater than > numerical value | [count or field] > 1 | Count is greater than 1 |
>= | Greater than or equal to | [count or field] >= 1 | Count is greater than or equal to 1 |
< | Less than < numerical value | [count or field] < 1 | Count is less than 1 |
And | both conditions need to be applicable | [mortgage new condition] and [purchase condition] | Clause will populate when it is a purchase file with a new mortgage |
Or | Either one of the conditions could be applicable | [sale] or [purchase] | Clause will populate if the file is a Sale or Purchase file |
Contains | A selected field contains the following letters | [Name of Municipality field] contains ‘Toronto’ | Clause will populate if the name of the municipality contains the letters ‘Toronto’. |
Not | If the opposite of the condition within brackets is true, the clause will not populate | Not (mortgage new) | Clause will not populate if there are new mortgages on the file |
Common Counts
Counts are in alphabetical order.
| Name | Example | Explanation |
Deposits | Deposits >=1 | Deposits are greater than or equal to 1 |
Mortgages Discharge | Mortgages Discharge=0 | Mortgages to be discharged are equal to 0 |
Mortgages New | Mortgages New >0 | Mortgages to be discharged are greater than 0 |
Purchasers - Corporations Purchasers - Individuals | Purchasers - Corporations <1 | Purchasers that are corporations are less than 1 |
Transferees (Corporations) Transferees (Not Corporation) | Transferees (Corporation)=0 | Transferees that are corporations are equal to 0 |
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