Hi,
I need to create a report which would then be used to generate word documents using VBA. I select the relevent objects from the universe, however as I'm creating financial statements some of the statements have beneficiaries which need to be included on the main statement. At the moment it's creating a new set of information, therefore each beneciary would receive its own statement.
I've tried to explain it in a screenshot I've edited using paint. I want all the beneficiaries inside the same table (I'm using a form table).
Beneficiaries all share the same policy holder id, so pseudo-code would be something like:
If Policy Holder ID = Previous Policy Holder ID Then
Add beneficiary#2 to Current Table
It's hard for me to explain what I'm wanting to achieve, I've never used WebI before so I appreciate any help!