Search found 27 matches
- Fri Feb 09, 2024 12:41 pm
- Forum: ReadyDoc Development
- Topic: Return Ownership Profile Name
- Replies: 4
- Views: 1557
Re: Return Ownership Profile Name
That worked perfectly, thank you!
- Thu Feb 08, 2024 11:55 am
- Forum: ReadyDoc Development
- Topic: Return Ownership Profile Name
- Replies: 4
- Views: 1557
Re: Return Ownership Profile Name
I did, that's when I get the error message:
"The 'Name' field does not exist on context 'ProfileInfo'."
"The 'Name' field does not exist on context 'ProfileInfo'."
- Tue Feb 06, 2024 4:14 pm
- Forum: ReadyDoc Development
- Topic: Return Ownership Profile Name
- Replies: 4
- Views: 1557
Return Ownership Profile Name
What's the best way to pull just the name of the Ownership Profile? I tried {{Order.OwnershipProfile.Name}} but the error that returns in "The 'Name' field does not exist on context 'ProfileInfo'. " When I just use {{Order.OwnershipProfile}} I get the full path like Default\Test&Traini...
- Wed Jul 19, 2023 6:41 pm
- Forum: ReadyDoc Development
- Topic: Visibility Based on Transaction Type
- Replies: 2
- Views: 3548
Re: Visibility Based on Transaction Type
See, I really knew it was something so obvious and was trying to make it more complicated. Thank you!
- Wed Jul 19, 2023 11:36 am
- Forum: ReadyDoc Development
- Topic: Visibility Based on Transaction Type
- Replies: 2
- Views: 3548
Visibility Based on Transaction Type
I know that I can make a document tree visible based on transaction type using:
return hasattr(Order, 'SettlementType') and str(Order.SettlementType)=='CDF'
but is there a way to do this so the tree is not visible on CDF but is visible on HUD and CSS?
return hasattr(Order, 'SettlementType') and str(Order.SettlementType)=='CDF'
but is there a way to do this so the tree is not visible on CDF but is visible on HUD and CSS?
- Thu Mar 09, 2023 2:38 pm
- Forum: Integration Development
- Topic: Formula for CSS
- Replies: 2
- Views: 4117
Re: Formula for CSS
This works perfectly, thank you!
- Wed Mar 08, 2023 5:16 pm
- Forum: Integration Development
- Topic: Formula for CSS
- Replies: 2
- Views: 4117
Formula for CSS
I have the following formula that works for HUD and CDF files but cannot figure out how to revise it for CSS orders. Can you please point me in the right direction? // eRecording Formula - Counts Documents being recorded and charges $4 per document Value = 0 //HUD Section If ({{Order.SettlementType}...
- Tue Feb 21, 2023 2:04 pm
- Forum: Custom Order Rules
- Topic: Recording Fee Payee
- Replies: 1
- Views: 3154
Recording Fee Payee
I have the below formula in a {{Order.HUDs.Section1200.Charges.HUDTo}} field but it doesn't work once fees are actually added. The HUDTo field reflects the O3 contact but the {{{Order.HUDs.Section1200.Charges.Payees.Contact}} defaults the payee code to A. Assuming I need to make this a custom order ...
- Tue Oct 27, 2020 6:18 pm
- Forum: Automation Code Snippets
- Topic: Automated Reports
- Replies: 3
- Views: 2015
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...
- Thu Oct 22, 2020 5:57 pm
- Forum: Automation Code Snippets
- Topic: Automated Reports
- Replies: 3
- Views: 2015
Automated Reports
Is there a snippit that we can use to have reports emailed through automation?