document - calculation issue or something

[John Haber-Smith]

I'm trying to set up a policy document integrating with TAM.

It requires the previous years certificate number to be shown. The part of the document is below:

Certificate Number:    SMT111/11/AHU/<CUST.INS.REC>  Renewal of: SMT111/10/AHU/<CUST.INS.REC>

My idea is to do an 'if' for the second part - if 'policy status' = 'REN' then subtract 1 from the number in table cell B2.

But that is where I'm stuck - any ideas on what the 'if' should look like?

Alternatively, is there a field where last years policy number will be held?

[Andrew Carrick]

Not sure I can help directly with that but I wondered from the format of the policy number, is that "10" the year, and in that case can you do something with the Policy Effective Date instead? Maybe an If statement saying If Year = B1 then enter 10??

[Lance Bateman]

Last year's policy number is not available.
What record type specifically are you trying to integrate - a certificate of insurance, the policy record, the app?  The problem with the certificate might be finding the specific one you want, if that's available even.

I'm trying to set up a policy document integrating with TAM.

It requires the previous years certificate number to be shown. The part of the document is below:

Certificate Number:    SMT111/11/AHU/<CUST.INS.REC>  Renewal of: SMT111/10/AHU/<CUST.INS.REC>

My idea is to do an 'if' for the second part - if 'policy status' = 'REN' then subtract 1 from the number in table cell B2.

But that is where I'm stuck - any ideas on what the 'if' should look like?

Alternatively, is there a field where last years policy number will be held?

[John Haber-Smith]

This is a word document I'm trying to create for customers.  I can pull data from all the usual fields plus the custom dec

[Hans Manhave]

If you have a custom dec, add a field for the previous policy number.  That is how I addressed the situation.

This is operator dependent, but at least you have it and you have it as a straight field, no special handling.

I use it to link previous policies to current policies for Excel extractions.  One of the idiosyncracies of TAM being that it cares what the policy types are and doesn't link too many things together for research.

Then, while you are adding that additional field, add a few spare ones for the future.  It is very handy to have several empty fields waiting for use.  Doesn't matter if they are text or not, TAM doesn't really care, stores it as text anyway.