Search found 12 matches

by Kolinski
Mon Mar 20, 2023 5:02 pm
Forum: Automation Code Snippets
Topic: Automatic notification in case of failure.
Replies: 3
Views: 25848

Re: Automatic notification in case of failure.

In the Other section of each automations Properties screen there is an "Email failure notifications" option. We have not been able to get this to work or find anyone who knew much about it. This doesn't help fix your issue but it looks like SoftPro had the intention to have the function yo...
by Kolinski
Thu Jul 15, 2021 5:22 pm
Forum: Automation Code Snippets
Topic: 360 Email Notifications
Replies: 4
Views: 1156

Re: 360 Email Notifications

You could use a combination of automation and the Task Notification Tool (TNT) to accomplish this. When a certain 360 process is marked as ready then add a "360 process ready" task via automation. That task would then fire off the TNT which would send an email. As far as notifying the spec...
by Kolinski
Sun Mar 17, 2019 10:41 pm
Forum: Automation Code Snippets
Topic: Create an Attachment Folder
Replies: 11
Views: 3679

Re: Create an Attachment Folder

Here's my process: First time an order is saved and owning profile is under 'Default\Test & Training' and Order.TitleCompanies[0].Name is populated then do the following run code snippet and just to be sure here's my code snippet again: from System import * from SoftPro.ClientModel import * from...
by Kolinski
Fri Mar 15, 2019 3:32 pm
Forum: Automation Code Snippets
Topic: Create an Attachment Folder
Replies: 11
Views: 3679

Re: Create an Attachment Folder

Now I get 'Order' object has no attribute 'Parent' with this code from System import * from SoftPro.ClientModel import * from SoftPro.Select.Client import * from SoftPro.OrderTracking.Client.Orders import * # Context ( IAttachmentItem) is the document that was attached to order! # Get top level atta...
by Kolinski
Fri Mar 15, 2019 12:25 pm
Forum: Automation Code Snippets
Topic: Create an Attachment Folder
Replies: 11
Views: 3679

Re: Create an Attachment Folder

I'm not sure how to set the automation context. I know just enough to cause trouble but not enough to always know what I'm doing. I've tried to search the forum and piece together other code or use ones that I currently have running but no luck. Here's what I was using to get the error in my last po...
by Kolinski
Thu Mar 14, 2019 8:43 pm
Forum: Automation Code Snippets
Topic: Create an Attachment Folder
Replies: 11
Views: 3679

Re: Create an Attachment Folder

I am trying to use this automation with your "else:" revision but I am getting "Name 'IOrder' is not defined" as my failure reason.
by Kolinski
Fri Mar 08, 2019 3:35 am
Forum: Automation Code Snippets
Topic: Code Snippet for Loan Policy Number & Issued Date
Replies: 3
Views: 1896

Re: Code Snippet for Loan Policy Number & Issued Date

Hello, I also need this code snippet but I don't believe it does what it was intended to do. This process puts a date into the {{Order.Title.TitleInsuranceCalculations.LoanPolicy.Number}} field if that field is blank. I and the original poster were looking to add the date to the {{Order.Title.TitleI...
by Kolinski
Sun Feb 10, 2019 4:25 pm
Forum: ReadyDoc Visibility Conditions
Topic: Visibility based on Cash To Borrower/Seller - CDF
Replies: 1
Views: 2793

Visibility based on Cash To Borrower/Seller - CDF

I'm looking to make a document visible only if the buyer or seller are receiving funds from us out of the closing. I was able to modify a prior code you gave me to get this to work on a HUD file but cant locate the line or field names on a CDF file. Or possibly an easier way, are the Cash From and T...
by Kolinski
Sun Feb 10, 2019 4:13 pm
Forum: ReadyDoc Visibility Conditions
Topic: Visibility based on
Replies: 6
Views: 3575

Re: Visibility based on

Got it to work. Thank you!
by Kolinski
Fri Feb 08, 2019 1:26 pm
Forum: ReadyDoc Visibility Conditions
Topic: Visibility based on
Replies: 6
Views: 3575

Re: Visibility based on

Code is below and thanks for your help! I basically copied your CDF code and modified it as I thought I should but it definitely isn't correct. # From enumeration in SoftPro.Accounting.Client.Orders SettlementType_CDF = 0 SettlementType_CSS = 2 SettlementType_HUD1 = 1 # Later logic will set variable...