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BenjaminBrooks's avatar
BenjaminBrooks
Qrew Cadet
6 years ago

Table to Table Relationship Summary Logic

Hello,

I am looking to make a table to table summary field but i am looking to make it for a specific logic. I have a policy that gets updated with a cancel date if the policy gets cancelled. This is working fine but the problem is that if we add another policy because the person wants to reenroll into another policy we only want it summarize the active policy aka the one that does not have a cancel date in it. How would i make the logic to only sumamrize this field as it only allows for me to put the cancel date is not equal to the date then leave the date field empty but then it is not summarizing anything. 

see below the logic that i have used that is not working!



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Benjamin Brooks
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6 Replies

  • follow up basically we only want to summarize the records that do not have a cancel date

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    Benjamin Brooks
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      • BenjaminBrooks's avatar
        BenjaminBrooks
        Qrew Cadet
        I agree but look!

        No Cancel 

        Summary

        Logic 



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        Benjamin Brooks
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