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Answered
Can I use Record.Status in a report without using the Standard Column?
Natalie Williams
asked this on Feb 07 22:06
All bordereaux reports require a column with the status. This status would either be, First Premium, Adjustment, Renewal or Cancellation.
This is a combination of your Record.Status and Record.Type.
So I was hoping to use something like the following: IF([Record.Status]='Cancelled','Cancelled',[Record.Type])
However, reports do not seem to like me using [Record.Status] or [Record.Type] in a formula type column let alone use them in a IF statement.
Is there something else I should be using?
Comments
Hi Natalie,
Both Record Status and Record Type can be selected as standard column types in the reports editor so they can both be selected for display for any case on a report.
There are various things that are not selectable as formulas and IF statements are more of a feature in the documents editor.
What are you trying to display ?
Colin
Hi Colin
I understand we can have two columns each showing a .Type or a .Status. But every bordereaux from every insurer has a signle column where the item is either a First Premium, Adjustment, Renewal or Cancellation.
So what i am trying to do is say: If it is a Cancellation then state Cancellation, else state whether is is a 1st, Adjustment or Renewal.
I think in the real world a cancellation is treated as a "Type", but on Schemeserve it is treated as a "Status".
Sounds like this is a no-go anyway. So is this a feature request? i am finding it hard to get my head around what is expected functionality. To me, if there is an item that can be used in documents, it follows that it should be useable in IF statements, and available in Rules, and Reports....... So it is hard to know what items are restricted to just dos or just reports...... Is the long term goal to have all items available across all functions (docs, rules, reports) or just the ones deemed sever enough ?
Hi Natalie,
There are many bordereau being run on SchemeServe that do not have this column actually in the report, some use the Record Type or Status as a Condition and reflect that in the report name i.e First Premiums On Cover.
If you use both standard columns you would get the combination of Adjustment under the record type and cancelled under the Status.
Or First Premium On Cover, Or Renewal On Cover etc
Does this not solve the issue you have ?
If statements in documents is fairly new and the scope of the original feature was restricted to that area although it is available in others now.
We are always working to improve features so your input is very valuable to us but every feature that every user desires may not be available at present - the system is changing all of the time.
Colin
Hi Colin
i will find a way around this. I get the impression that other SchemeServe user(s) do a lot of manual hacking around with the bordereaux to get the final report they need.
To be honest, whilst not ideal, I could do this for ours too. But a lot of brokers can barely use excel and quite literally fall to pieces when things are not exactly as they need. So for these users I need to find ways to make the reports exactly as the insurers require.
By the way Colin, is this a feature request ?
I think that a new Request along the lines of include System Fields in Formulas for Reports would be a good approach so that this one can be closed now.
I am sure it will be of interest to others and will get some votes and move up the list
Thank you