Search found 27 matches

by kendale.wyatt
Fri Feb 09, 2024 12:41 pm
Forum: ReadyDoc Development
Topic: Return Ownership Profile Name
Replies: 4
Views: 117

Re: Return Ownership Profile Name

That worked perfectly, thank you!
by kendale.wyatt
Thu Feb 08, 2024 11:55 am
Forum: ReadyDoc Development
Topic: Return Ownership Profile Name
Replies: 4
Views: 117

Re: Return Ownership Profile Name

I did, that's when I get the error message:
"The 'Name' field does not exist on context 'ProfileInfo'."
by kendale.wyatt
Tue Feb 06, 2024 4:14 pm
Forum: ReadyDoc Development
Topic: Return Ownership Profile Name
Replies: 4
Views: 117

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...
by kendale.wyatt
Wed Jul 19, 2023 6:41 pm
Forum: ReadyDoc Development
Topic: Visibility Based on Transaction Type
Replies: 2
Views: 2499

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!
by kendale.wyatt
Wed Jul 19, 2023 11:36 am
Forum: ReadyDoc Development
Topic: Visibility Based on Transaction Type
Replies: 2
Views: 2499

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?
by kendale.wyatt
Thu Mar 09, 2023 2:38 pm
Forum: Integration Development
Topic: Formula for CSS
Replies: 2
Views: 3085

Re: Formula for CSS

This works perfectly, thank you!
by kendale.wyatt
Wed Mar 08, 2023 5:16 pm
Forum: Integration Development
Topic: Formula for CSS
Replies: 2
Views: 3085

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}...
by kendale.wyatt
Tue Feb 21, 2023 2:04 pm
Forum: Custom Order Rules
Topic: Recording Fee Payee
Replies: 1
Views: 2072

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 ...
by kendale.wyatt
Tue Oct 27, 2020 6:18 pm
Forum: Automation Code Snippets
Topic: Automated Reports
Replies: 3
Views: 1644

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: 1644

Automated Reports

Is there a snippit that we can use to have reports emailed through automation?