Search found 24 matches

by kendale.wyatt
Wed Jul 19, 2023 6:41 pm
Forum: ReadyDoc Development
Topic: Visibility Based on Transaction Type
Replies: 2
Views: 31

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: 31

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: 59

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: 59

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: 90

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: 1069

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: 1069

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: 434

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: 585

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: 585

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...