Release Date: October 2021
The License # field from the Surplus Lines Producer role was needed for use within BriteDocs. A new function in the BriteDocs template editor allows users to access the License #.
Users can now access the aspect data from the Surplus Lines Producer role within a BriteDocs template.
How does this impact you?
A new get_aspect_data function is exposed in the template editor. This new template function calls BriteCore’s getAspectData endpoint.
This function requires two parameters:
- id: the contact id
- role_id: the role id
Note: These two parameters will most commonly not have to be passed manually to the template. They can be retrieved programmatically and passed to the template as context variables.