Search found 19 matches

by kendale.wyatt
Tue Oct 27, 2020 6:18 pm
Forum: Automation Code Snippets
Topic: Automated Reports
Replies: 3
Views: 679

Re: Automated Reports

I am trying to have a report (let's say completed commitments which is a standard report) automatically run at the same time every morning and be emailed to a mailing list. When setting up the automation, the only options I am given for what to do with the report once it is rendered is to save it to...
by kendale.wyatt
Thu Oct 22, 2020 5:57 pm
Forum: Automation Code Snippets
Topic: Automated Reports
Replies: 3
Views: 679

Automated Reports

Is there a snippit that we can use to have reports emailed through automation?
by kendale.wyatt
Mon Aug 17, 2020 1:09 pm
Forum: ReadyDoc Development
Topic: Custom Fields Not Prompting
Replies: 1
Views: 155

Custom Fields Not Prompting

I have created custom fields (checkboxes) so that users are prompted to include certain paragraphs in the documents. However, if they check the box they do not get the prompt again later. Is there a way to make these prompt every time, even if they are checked? Below is an example of one of the prom...
by kendale.wyatt
Mon Jul 27, 2020 3:31 pm
Forum: Custom Order Rules
Topic: Make Custom Field Read Only
Replies: 2
Views: 255

Re: Make Custom Field Read Only

That was the issue, I only had one underscore before and after. Thank you!
by kendale.wyatt
Thu Jul 23, 2020 4:00 pm
Forum: Custom Order Rules
Topic: Make Custom Field Read Only
Replies: 2
Views: 255

Make Custom Field Read Only

I have a custom field that I need to make read only since we will not be using it anymore. The field is Order.Title.TitleProducts.RecInfoRestrictiveCovenants_150171# The Context shows Order:Title:Commitment What am I doing wrong here? I cannot get it to work. from System import * from SoftPro.Client...
by kendale.wyatt
Mon Sep 16, 2019 2:18 pm
Forum: General
Topic: CDF Lines in Formula
Replies: 4
Views: 777

Re: CDF Lines in Formula

Just wanted to follow up on this. I still have not been able to get the code working for the HUD. Is there some place in the formula I provided that could be keeping it from populating?
by kendale.wyatt
Sat Sep 07, 2019 12:57 pm
Forum: General
Topic: CDF Lines in Formula
Replies: 4
Views: 777

Re: CDF Lines in Formula

I am trying to do the same for the HUD lines and I am getting an error "The operator '-' cannot be applied to objects of type 'Set<HUDCharges>' and 'Int32'" Below is the code that I am using. // eRecording Formula - Counts Documents being recorded and charges $4 per document // Looks at the HUD Sect...
by kendale.wyatt
Fri Aug 16, 2019 5:30 pm
Forum: General
Topic: CDF Lines in Formula
Replies: 4
Views: 777

Re: CDF Lines in Formula

This is exactly what I needed, thank you!
by kendale.wyatt
Thu Aug 15, 2019 1:38 pm
Forum: General
Topic: CDF Lines in Formula
Replies: 4
Views: 777

CDF Lines in Formula

I am trying to calculate the amount of the eRecording fee by counting the number of fees in CDF line E01 (Recording Fees). When I run this it just shows 1 but I actually have 3. Is there some other way to count the documents listed within line E01? Value = 0.0 If ( {{Order.CDFs[1].TaxesAndGovernment...
by kendale.wyatt
Thu Jul 25, 2019 4:48 pm
Forum: ReadyDoc Visibility Conditions
Topic: Visibility Based on Transaction
Replies: 1
Views: 1577

Visibility Based on Transaction

Is it possible to set a visibility condition based on the status of a disbursement/transaction in the register? If so where do I start?

Thanks,