SoftPro Developer Forum

I am looking for a way to automate pulling in policies, without adding them into a template. I put in a formula that puts in the code for the policy, but then in turn doesn't pull through the rate tables or premiums and other things it would as if you manually picked it from the dropdown.

Unfortunately Select does not support the pulling in of data when a field is set via a formula. However, it will pull in data if that field is set either via an automation or via the SDK.