This is the expression what i have
if(Len([Parent Policy])=0 and UW_YEAR<Year(Today()) , 'new',
if(UW_YEAR<Year(Today()) and Len([Parent Policy])>0 , 'lost', 'renew')
)
now i am going to modify this expression according to below conditions
data is like
Child_policy parent_policy from_date to_Date Year Month_Difference Status
12 - 10-7-2019 30-6-2020 2019 1 Lost
12 - 01-8-2019 30-6-2020 2019 1 Lost
12 - 01-8-2019 30-6-2020 2019 1 Lost
12 - 09-6-2019 08-6-2020 2019 12 Lost
this is expression
if(Len([Parent Policy])=0 and UW_YEAR=Year(Today()) , 'new',
if(UW_YEAR<Year(Today()) and Len([Parent Policy])>0 , 'lost', 'renew')
)
here i want if from_date and t0_date month difference is below than 12 months then this should be new and if this is above 12 months then status should be lost ..
and with that i want to keep these condition
if data is like
Child policy parent policy Year Status
12 - 2018 Lost
this means that this child policy not exist in current year (2019) and also dont have parent policy (parent policy means this policy not coming from previous year like 2017, 2016 etc ) so this should be lost
if this policy coming from previous year and parent policy is exist then status is renew but if this policy not exist in current year then last record should be lost
Child policy parent policy Year Status
12 456 2017 renew
124 12 2018 lost
