Search found 8 matches
- Thu Jun 28, 2018 3:45 pm
- Forum: Automation Code Snippets
- Topic: Code Snippet for Loan Policy Number & Issued Date
- Replies: 3
- Views: 1956
Code Snippet for Loan Policy Number & Issued Date
I would like to create an automation so that if the loan policy number field {{Order.Title.TitleInsuranceCalculations[1].LoanPolicy.Number}} on the Policy Schedule A screen is filled in, the {{Order.Title.TitleInsuranceCalculations.LoanPolicy.IssuedDate}} field will have the system date populate. I ...
- Tue May 22, 2018 2:01 pm
- Forum: Integration Development
- Topic: Checklist Tasks from Lookup Table
- Replies: 2
- Views: 838
Checklist Tasks from Lookup Table
I am working on a lookup table for Checklist Tasks. When users add a task from the lookup table I want the status to automatically be set to “required”. Do you have any suggestions on how I can get this to work? I have tried adding a formula to the lookup table for field Order.Tasks.Status, but so f...
- Thu May 10, 2018 5:10 pm
- Forum: Automation Code Snippets
- Topic: Policy Number, Policy Schedule A Screen
- Replies: 1
- Views: 1534
Policy Number, Policy Schedule A Screen
I'm trying to develop a formula that pulls information from the Policy Number field on the Policy - Schedule A Screen, the field code is {{Order.Title.TitleInsuranceCalculations.LoanPolicy.Number}} ,however, I receive the following error "Set<TitleInsuranceCalculation>' does not contain a defin...
- Wed Mar 21, 2018 4:04 pm
- Forum: ReadyDoc Development
- Topic: Prompt for with custom options
- Replies: 2
- Views: 1721
Re: Prompt for with custom options
So if I'm understanding correctly, I would first create a custom field which would appear in ProForm, and based on that custom fields value, information would populate into the document. What I'm hoping for is a checkbox on the document that doesn't require a custom field. I.E. The checkbox would be...
- Wed Mar 14, 2018 2:42 pm
- Forum: ReadyDoc Development
- Topic: Prompt for with custom options
- Replies: 2
- Views: 1721
Prompt for with custom options
I would like to create a document with a prompt that brings up a checkbox for the user to choose between two or more custom options and then have their selection show up on the document. I do not want a checkbox on the document, it would be just be user for selecting what they want on the doc. These...
- Fri Mar 02, 2018 4:22 pm
- Forum: ReadyDoc Development
- Topic: Buyer/Seller Prompt
- Replies: 4
- Views: 1862
Re: Buyer/Seller Prompt
Bob, thank you for all your help. This formula worked perfectly.
- Wed Feb 28, 2018 2:48 pm
- Forum: ReadyDoc Development
- Topic: Buyer/Seller Prompt
- Replies: 4
- Views: 1862
Re: Buyer/Seller Prompt
Thanks Bob. I was able to get this prompt to work corectly on the document heading. As a follow up question, I would like to have the buyer or seller first names (as opposed to the full names) show up in the letter greeting, based on the original prompt. Currently I am using a formula like this for ...
- Mon Feb 26, 2018 4:41 pm
- Forum: ReadyDoc Development
- Topic: Buyer/Seller Prompt
- Replies: 4
- Views: 1862
Buyer/Seller Prompt
I would like to create a document with a prompt to choose between buyer or seller and have the appropriate name and address information populated in both the heading and salutation. Does anyone have a formula that can help me with this? For example, the prompt would produce: "John and Tammy Smi...