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Omitting part of a field
Posted: Thu Nov 30, 2023 8:36 am
by 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!
Re: Omitting part of a field
Posted: Thu Nov 30, 2023 7:00 pm
by 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.
Re: Omitting part of a field
Posted: Fri Dec 01, 2023 4:57 am
by 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!
Re: Omitting part of a field
Posted: Fri Dec 01, 2023 2:40 pm
by BobRichards
Can you please provide the field code you are using?
Re: Omitting part of a field
Posted: Mon Dec 04, 2023 9:13 am
by 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 "
Re: Omitting part of a field
Posted: Mon Dec 04, 2023 12:33 pm
by BobRichards
I have passed this question to out Docs group and I'll update it when I get a response. Thanks!
Re: Omitting part of a field
Posted: Mon Dec 04, 2023 2:56 pm
by 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}}
Re: Omitting part of a field
Posted: Thu Dec 07, 2023 7:05 am
by 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.
Re: Omitting part of a field
Posted: Wed Dec 13, 2023 6:55 am
by cklahr
Hi, following up on this. Any update?
Re: Omitting part of a field
Posted: Fri Mar 01, 2024 7:00 pm
by 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)