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Vertin uses a Batch Form to output a Marker Commission Report that is used on a monthly basis to determine commission on marker sales for each funeral director within each organization.
Current: Within the DocX tag, filtering is done on a case level and not on a contract line item level.
Request: When filtering by signing date, the rows within the DocX tag will be filtered by the specific item signing date.
The suggested change would be to:
Filter cases by the UI conditions
Fetch items by by previously defined conditions
Filter items by DocX element attributes
Render tags for each item
Attached is the original document as well as the document output.
FYI - Marko is the expert in this are and knows exactly what needs to be done to obtain the results needed.
