Search found 122 matches

by joe.mag
Tue Jun 15, 2021 7:58 am
Forum: Server
Topic: Start Page in Boylan release of SoftPro Select
Replies: 16
Views: 1228

Re: Start Page in Boylan release of SoftPro Select

Bob, Thanks again for your help with this matter. It turns out your observation "I have noticed that if I paste the full order URI into a browser on my system (sp-select://./ordertracking/order?id=A5B587E5-12BD-E011-96CC-E02A82F630C8), it will launch Select as I expect." was the key. If I replace "w...
by joe.mag
Mon Jun 14, 2021 6:34 pm
Forum: Server
Topic: Start Page in Boylan release of SoftPro Select
Replies: 16
Views: 1228

Re: Start Page in Boylan release of SoftPro Select

Bob, no need to apologize at all! You are, and have always been, exceedingly helpful--I appreciate your feedback (which I read quickly) and contact support as needed. I'll be sure to update this thread with anything I learn!

Thanks again!
by joe.mag
Mon Jun 14, 2021 3:32 pm
Forum: Server
Topic: Start Page in Boylan release of SoftPro Select
Replies: 16
Views: 1228

Re: Start Page in Boylan release of SoftPro Select

And I'm using this query to get the GUID I use in my uri:

select Guid from SelectDb.pf.[Order] where Number = '123456'

where '123456' is an actual order I know is in our system.
by joe.mag
Mon Jun 14, 2021 3:13 pm
Forum: Server
Topic: Start Page in Boylan release of SoftPro Select
Replies: 16
Views: 1228

Re: Start Page in Boylan release of SoftPro Select

Sorry, I was transcribing and obfuscate due to security restrictions and my guid was malformed--I'm actually using the same format as you provided. In an effort to distill things down to the basics, I have created an html page that I load via a hidden link from my production start page (see attached...
by joe.mag
Mon Jun 14, 2021 12:51 pm
Forum: Server
Topic: Start Page in Boylan release of SoftPro Select
Replies: 16
Views: 1228

Re: Start Page in Boylan release of SoftPro Select

Bob, thanks for the quick reply. And my apologies--that was a pretty horrible case of copy-paste error, I overwrote the url completely! We're actually using the very URL you specified. For example: sp-select://./ordertracking/order?id=11111111-2222-3333-444444444444 So I think we're doing what we're...
by joe.mag
Mon Jun 14, 2021 11:05 am
Forum: Server
Topic: Start Page in Boylan release of SoftPro Select
Replies: 16
Views: 1228

Re: Start Page in Boylan release of SoftPro Select

We just upgraded from 4.2 to 4.3 and the use of OpenDocument appears to be broken. We used to be able to provide javascript on our start page of the form window.external.OpenDocument('<substitute order GUID here>'); to enable users to directly open an order. This is now broken with the upgrade -- I'...
by joe.mag
Wed Apr 14, 2021 2:08 pm
Forum: General
Topic: Check posting when check amount differs from pending receipt amount
Replies: 13
Views: 515

Re: Check posting when check amount differs from pending receipt amount

// set up of the various objects like ledger manager and Transaction Manager are left out // but you can find them in earlier posts and elsewhere in the forum IReceiptTransaction recNew = tm.NewTransaction<IReceiptTransaction>(ledInfo); recNew.Status = TransactionStatus.Pending; // apply the full a...
by joe.mag
Wed Apr 14, 2021 2:03 pm
Forum: General
Topic: Check posting when check amount differs from pending receipt amount
Replies: 13
Views: 515

Re: Check posting when check amount differs from pending receipt amount

To anyone who reads through this issue, let me give them closure. I'll do my best to explain our experience, but I'm not a user of SoftPro so I may get some of the details wrong. To restate our goal: we want to use the API to post the receipt of a check from the closing attorney or buyer to the regi...
by joe.mag
Fri Mar 19, 2021 1:47 pm
Forum: General
Topic: Check posting when check amount differs from pending receipt amount
Replies: 13
Views: 515

Re: Check posting when check amount differs from pending receipt amount

Bob, as always, you are exceedingly helpful and I appreciate you taking the time and effort to share this information. I guess I'm revealing my more procedural upbringing as the reliance on Tags, albeit logical, takes some effort for me to get my head around it. If I read correctly, I need to make s...
by joe.mag
Thu Mar 18, 2021 4:08 pm
Forum: General
Topic: Check posting when check amount differs from pending receipt amount
Replies: 13
Views: 515

Re: Check posting when check amount differs from pending receipt amount

Bob, Thanks for the sample code! I'm not sure how to set some of the field values (e.g. was would "medium" be -- I see it's an enumeration but not sure how to specify 'check'). Doing my best to adopt your code, I get a "payee code is required" exception. I don't see how to access the Payor or Payee ...