Omitting part of a field

[cklahr]

Hi,

I'm trying to pull the lender name in the Insured Mortgage field in Select. However, the field we want it to pull from has the ISAOA language pulling at the end, i.e. "Broadview Funding Inc., its successors and/or assigns, as their interests may appear".

Is there a way for me to pull the lender name preceding the ISAOA language only?

Thanks!

[BobRichards]

In this example, I created a Lender contact with the name of "Lenny Lender" as the only lender in the order.

You can select the name of the first lender with this code:

Code: Select all

{{Order.Lenders[1].Name}} is the lender.

It yields the following text.

Lenny Lender is the lender.

If this is not what you are after, let me know.

[cklahr]

Hi, thanks for your reply.

I am aware of that option, however, in this case we want to pull specifically from the Proposed Insured field, as it sometimes differs from the Lender name.

Please advise if there's a solution to that.

Thank you so much!

[BobRichards]

Can you please provide the field code you are using?

[cklahr]

See below.

Thank you!

Code: Select all

Value = {{.Parent{TitleInsuranceCalculation}.Loan.SecurityInstrument.InstrumentType}} + " made by " + {{.Parent{TitleInsuranceCalculation}.Loan.SecurityInstrument.BorrowerNames}} + " to " + {{.Parent{TitleInsuranceCalculation}.LoanPolicy.ProposedInsured}} + " dated as of "

[BobRichards]

I have passed this question to out Docs group and I'll update it when I get a response. Thanks!

[BobRichards]

Here is the response from the Docs folks...

It would make sense to use the {{.Parent{TitleInsuranceCalculation].LoanPolicy.Lender.Name}} field as you indicated, since their objective is to display ONLY the Lender Name.

HOWEVER, there is a way to “omit” or “exclude” information from a given field – but, it’s somewhat complicated to do so.

If, AND ONLY IF, the information that follows the Lender Name will ALWAYS be the same (verbatim) “, its successors and/or assigns” , then this coding could be used to pull ONLY the Lender Name that precedes this verbiage:

<VAR $End (InString({{.Parent{TitleInsuranceCalculation}.LoanPolicy.ProposedInsured}},”, its successors”)-1)>
<CALC (SubString({{.Parent{TitleInsuranceCalculation}.LoanPolicy.ProposedInsured}},1,{{$End}}))>

However, I think your solution makes more sense --- since, the field he is using appears to simply be a combination of {{Order.Lenders.Name}} + {{Order.Lenders.ProposedInsuredClause}}

[cklahr]

Thank you so much!! This is what I was trying to accomplish and it works great! However, this formula works in a document, but not from one field to another in the "Formula Editor" section of a field. Do you know if that is a possibility? It's showing as a "Syntax error".

Thanks.

[cklahr]

Hi, following up on this. Any update?

[wsanders]

The main difference with this is that functions don't allow variables. You have to be fully explicit. This worked for me:

Code: Select all

SubString({{.Parent{TitleInsuranceCalculation}.LoanPolicy.ProposedInsured}},1,InString({{.Parent{TitleInsuranceCalculation}.LoanPolicy.ProposedInsured}},", its successors")-1)