Saving data from 2 different data type and aplying it to a workflow after

Hello bubblers! So, I have this thing

In my database, I have a thing called “carriers”

Carrier 1
Carrier 2
Carrier 3

And another thing called “insurance_type”

ins_type 1
ins_type 2
ins_type 3

Now, the question.

Each carrier, with each insurance type, has different commissions.

It has to autopopulate, every time I add an insurance carrier, or a insurance type.

Now, I would love to have an “excel file” like interfase. Where I can personally modify this % (even auto-binded!)

                      Carrier 1         Carrier 2          Carrier 3

ins_type 1 XX % XXX% XXXX%
ins_type 2 YY% YYY% YYYY%
ins_type 3 ZZ% ZZZ% ZZZZ%

So, when there is a new policy, I want it to automatically find the carrrier, the type and ergo, get the % I saved for each case in order to get the net commission from that policy.

Example workflow
When–> New policy --> Find Carrier & ins_type commission * policy amount = net commission

Any idea on how to approach this would be great!

Thank you all as always!

Hello there! anyone around for giving a tip on this? :smile:

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