Filtering a List of Answers
You can create a computation script that filters a list so HotDocs merges into the assembled document only those entries that meet a particular condition. For example, you can create a list of all the children in a family and then limit the list to include only those who are under the age of 18.
To filter a list
- Show Advanced
- Click the Edit Component Filter by Computation Editor
- Variable name
- Script
Dependent Age <= 17
- OK REPEAT Field
- Sort first
- OK
You can make a filter as complicated as you need it to be, but it must result in either true or false. For example, the expression YEARS FROM( Child's Birth Date, TODAY ) produces a number (the age of a person), not a true or false value—it is not a filter. But the expression YEARS FROM( Child's Birth Date, TODAY ) <= 17 can only result in true or false. It can correctly filter all children under the age of 18 from a list.