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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I'm trying to display the premium amount for the past 3 years in a list on the current record. I need help figuring out how to do this... I can show the date field for the current year, and the premium field for the current premium, but how do i set up the date field to be 1 year back and connect it to the premium so it shows that premium amount?

Any help greatly appreciated.

Matt

Posted

Create a global calculation field ThreeYrAgo = Date( Month(Get(Current Date)); Month(Get(Current Date)); Year(Get(CurrentDate) - 3) ; result is Date and set to unstored.

Create a new Table Occurrence of your table and relate it to the original table by MyOrigTable::ThreeYrAgo < MyNewTO::Date

Create a portal showing records from MyNewTO and place the fields MyNewTO::Date and MyNewTO::PremiumAmount

Posted (edited)

Create a global calculation field ThreeYrAgo = Date( Month(Get(CurrentxDate)); Day Month(Get(CurrentxDate)); Year(Get(CurrentDate)) - 3) ; result is Date and set to unstored.

The field should be unstored; therefore it cannot be global.

Edited by comment

This topic is 4701 days old. Please don't post here. Open a new topic instead.

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