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‎Aug 17, 2023 02:35 PM
Hello AT Family
Table: Properties (is our base table with all of our info)
The problem I'm having is it's pulling the both lenders with "Yes and No" status.
How do I make it only pull the Yes lenders?
When I filter to show ONLY Yes, it doesn't show anything because the property may have a Yes and No status.
‎Aug 17, 2023 04:20 PM
You'll need to change it from "has any of" to "is exactly".
‎Aug 17, 2023 04:34 PM
When I do that, the records that have are tied to one property address with a yes and no status disappear.
‎Aug 17, 2023 04:41 PM
See screenshot attached.
There are a couple of properties that have an old mortgage, and that status is now NO. So I don't care to see the lender for the NO status. Those few properties now have an active mortgage, and I just want to see the Lender from the YES statuses.
‎Aug 17, 2023 04:51 PM
I fixed it.
I had to create a formula in the Mortgage Table
Then I looked up these columns in Properties Table.
Finally, I pulled this info into the Insurance Table from the Properties Table from the Mortgage Table column with the formula I created.