nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Automatically Populating "Counterparty"

Tim_Cross

Hi team,

I'm working on a workflow that my accounting and finance teams can use to produce monthly/quarterly/annual certifications that go to the various lenders across our portfolio (real estate). I would like the "Counterparty" to automatically be populated with the applicable lender when a particular property is selected as the first question on the launch form.

I was able to do this with the "Borrower" party (selecting the correct internal entity) using Switch formula (credit to this thread!: https://community.ironcladapp.com/t5/Ironclad-Users-Forum/Formula-Wizard-Needed/m-p/2396) and I felt super cool about it. Then I realized the Counterparty field does not allow for formulas.

Has anyone developed a workaround for this field in particular?

Thanks for your thoughts,

Tim

Find more posts tagged with

Welcome!

It looks like you're new here. Sign in or register to participate in conversations. Don't forget to confirm your email address after registration!