Search found 12 matches
- Mon Mar 20, 2023 5:02 pm
- Forum: Automation Code Snippets
- Topic: Automatic notification in case of failure.
- Replies: 3
- Views: 26756
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...
- Thu Jul 15, 2021 5:22 pm
- Forum: Automation Code Snippets
- Topic: 360 Email Notifications
- Replies: 4
- Views: 1577
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...
- Sun Mar 17, 2019 10:41 pm
- Forum: Automation Code Snippets
- Topic: Create an Attachment Folder
- Replies: 11
- Views: 4169
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...
- Fri Mar 15, 2019 3:32 pm
- Forum: Automation Code Snippets
- Topic: Create an Attachment Folder
- Replies: 11
- Views: 4169
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...
- Fri Mar 15, 2019 12:25 pm
- Forum: Automation Code Snippets
- Topic: Create an Attachment Folder
- Replies: 11
- Views: 4169
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...
- Thu Mar 14, 2019 8:43 pm
- Forum: Automation Code Snippets
- Topic: Create an Attachment Folder
- Replies: 11
- Views: 4169
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.
- Fri Mar 08, 2019 3:35 am
- Forum: Automation Code Snippets
- Topic: Code Snippet for Loan Policy Number & Issued Date
- Replies: 3
- Views: 2017
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...
- Sun Feb 10, 2019 4:25 pm
- Forum: ReadyDoc Visibility Conditions
- Topic: Visibility based on Cash To Borrower/Seller - CDF
- Replies: 1
- Views: 4170
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...
- Sun Feb 10, 2019 4:13 pm
- Forum: ReadyDoc Visibility Conditions
- Topic: Visibility based on
- Replies: 6
- Views: 5199
Re: Visibility based on
Got it to work. Thank you!
- Fri Feb 08, 2019 1:26 pm
- Forum: ReadyDoc Visibility Conditions
- Topic: Visibility based on
- Replies: 6
- Views: 5199
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...