Search found 8 matches

by bthorson
Thu Jun 28, 2018 3:45 pm
Forum: Automation Code Snippets
Topic: Code Snippet for Loan Policy Number & Issued Date
Replies: 3
Views: 1096

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 ...
by bthorson
Tue May 22, 2018 2:01 pm
Forum: Integration Development
Topic: Checklist Tasks from Lookup Table
Replies: 2
Views: 533

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...
by bthorson
Thu May 10, 2018 5:10 pm
Forum: Automation Code Snippets
Topic: Policy Number, Policy Schedule A Screen
Replies: 1
Views: 939

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 definition...
by bthorson
Wed Mar 21, 2018 4:04 pm
Forum: ReadyDoc Development
Topic: Prompt for with custom options
Replies: 2
Views: 1050

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...
by bthorson
Wed Mar 14, 2018 2:42 pm
Forum: ReadyDoc Development
Topic: Prompt for with custom options
Replies: 2
Views: 1050

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...
by bthorson
Fri Mar 02, 2018 4:22 pm
Forum: ReadyDoc Development
Topic: Buyer/Seller Prompt
Replies: 4
Views: 1164

Re: Buyer/Seller Prompt

Bob, thank you for all your help. This formula worked perfectly.
by bthorson
Wed Feb 28, 2018 2:48 pm
Forum: ReadyDoc Development
Topic: Buyer/Seller Prompt
Replies: 4
Views: 1164

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 ...
by bthorson
Mon Feb 26, 2018 4:41 pm
Forum: ReadyDoc Development
Topic: Buyer/Seller Prompt
Replies: 4
Views: 1164

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 Smith 12...