Search found 68 matches

by kqian
Fri Jul 19, 2013 3:50 pm
Forum: Integration Development
Topic: Add new column to Lokup table
Replies: 1
Views: 543

Re: Add new column to Lokup table

Sorry, it's an error on our side. Please ignore this question.
by kqian
Thu Jul 18, 2013 8:44 pm
Forum: Integration Development
Topic: Add new column to Lokup table
Replies: 1
Views: 543

Add new column to Lokup table

Hi, We have added a new column to "Lender" lookup table. It all works fine from SoftPro client. But when we call the api to programmatically retieve the table, the returned table does not contain the extra column we added. Looked into Select DB and found the "LookupView" table wh...
by kqian
Thu Jul 11, 2013 3:09 pm
Forum: Shell (User Interface)
Topic: Any change event for Order.RequestedTask.Status?
Replies: 5
Views: 1201

Re: Any change event for Order.RequestedTask.Status?

Thanks Melisa for answering the question.
So it will be server-level notification through the Event Notification service, right?

Is there client-side event on this that I can catch right inside the client window and do some work before user saves the changes.
by kqian
Wed Jul 10, 2013 7:25 pm
Forum: Shell (User Interface)
Topic: Any change event for Order.RequestedTask.Status?
Replies: 5
Views: 1201

Any change event for Order.RequestedTask.Status?

Hi,

In "Requtested Tasks" tab for an order, when user changes the value in the "Status" dropdown box, is there a way that we can catch any event to do some extra handling?

Thanks.

Kevin
by kqian
Wed Apr 03, 2013 5:54 pm
Forum: Integration Development
Topic: Error on saving contact data to lookup table.
Replies: 1
Views: 485

Error on saving contact data to lookup table.

Hi, I encountered a problem in our integration with SoftPro regarding saving new contact data to SoftPro lookup table. When calling "lookupService.ApplyChanges(spTable)", it gives following exception. What does this error message mean? Can anyone help? [ The entered Context is not a valid ...
by kqian
Tue Nov 13, 2012 3:03 pm
Forum: Business Rules
Topic: Enforce rule on Marketing Source in Order Contacts
Replies: 4
Views: 3452

Enforce rule on Marketing Source in Order Contacts

Hi, I'd like to know if there is a way to enforce that there must be ONE Marketing Source specified in the Order Contact list for a ProForm order. In our case, users sometime mistakenly delete the Marketing Source or add more than one MS. We want to constrain that there need to be one MS when user e...
by kqian
Tue Sep 04, 2012 6:52 pm
Forum: Integration Development
Topic: Docs or samples for using new APIs
Replies: 10
Views: 1644

Re: Docs or samples for using new APIs

It seems that ther is no big change on how to access lookup tables, just Lookups was changed to ILookups, its that right? Anything different from previous version?
by kqian
Tue Sep 04, 2012 6:23 pm
Forum: Integration Development
Topic: Docs or samples for using new APIs
Replies: 10
Views: 1644

Re: Docs or samples for using new APIs

Thanks for the sample code. That helps.

Can you also show me how to access Lookup tables in this new version? Thanks.

Kevin
by kqian
Fri Aug 24, 2012 1:33 pm
Forum: Integration Development
Topic: Docs or samples for using new APIs
Replies: 10
Views: 1644

Re: Docs or samples for using new APIs

In the Demo I see code for creating new order by using "IOrderStore". This is different API than before. IOrder is also different. Can you show some sample code or doc about how to use this api to Creat/Get/Updadte orders?

Kevin
by kqian
Fri Aug 24, 2012 1:07 pm
Forum: Integration Development
Topic: Login error
Replies: 13
Views: 2110

Re: Login error

Ok, Thanks. What I did let to the success of importing license and adding new users. But after that I tried to create a new order but I couldn't, the OK button the the New Order Dialog window was disabled. Is this related to this setup issue or a different problem? How can I create new order? Thanks...