Search found 41 matches

by B_Hinote
Fri Mar 05, 2021 4:57 pm
Forum: Custom Order Rules
Topic: Assigning a Value to a Custom Field
Replies: 1
Views: 84

Assigning a Value to a Custom Field

I looked through other posts and based on everything I have reviewed it looks like I have defined this the way it should be, but it is not working. I have a Custom Field that I have added to the Order Contact, which is called Corp_DesignatedTeam## I want to assign a value to this field, but because ...
by B_Hinote
Tue Jan 12, 2021 1:39 am
Forum: Automation Code Snippets
Topic: Processing of Requirements
Replies: 1
Views: 105

Processing of Requirements

I have been asked to create an Automation Process that adds tasks when specific Schedule B Requirements have been added to the Order's Commitment. Unfortunately, the Process Automation Wizard does not have a When Requirement Added/Updated, so I guess the only thing that could be used is the Order Sa...
by B_Hinote
Fri Nov 20, 2020 12:46 am
Forum: Custom Order Rules
Topic: Defaulting Settlement Agent CDFPointOfContact to 1st Attorney Contact
Replies: 4
Views: 256

Re: Defaulting Settlement Agent CDFPointOfContact to 1st Attorney Contact

Bob,

Thank you for your example. It solved the primary issue I was having.
by B_Hinote
Mon Nov 16, 2020 9:23 pm
Forum: Custom Order Rules
Topic: Defaulting Settlement Agent CDFPointOfContact to 1st Attorney Contact
Replies: 4
Views: 256

Re: Defaulting Settlement Agent CDFPointOfContact to 1st Attorney Contact

When testing the Attorney Contact and there is not one assigned to the order.
Image
by B_Hinote
Sat Nov 14, 2020 1:23 am
Forum: Custom Order Rules
Topic: Defaulting Settlement Agent CDFPointOfContact to 1st Attorney Contact
Replies: 4
Views: 256

Defaulting Settlement Agent CDFPointOfContact to 1st Attorney Contact

I have been working on a COR that will default the CDFPointOfContact Settlement Agent Code to the 1st Attorney when the property is in and an Attorney States and a Attorney Contact Exists, to the Status Screen Escrow Office Code when assigned or to SoftPro's Rules when neither of the first two optio...
by B_Hinote
Thu Nov 21, 2019 7:05 pm
Forum: Custom Order Rules
Topic: Override Invoice Line item Description
Replies: 2
Views: 1754

Re: Override Invoice Line item Description

After reaching out to other sources, at SoftPro, I was finally able to put together something that works even if it is not as clean as it could be. A big thanks to Brandy Dutil for providing the details I needed to determine the source of the invoice. My results are as follows: from System import * ...
by B_Hinote
Tue Nov 19, 2019 12:47 am
Forum: Custom Order Rules
Topic: Override Invoice Line item Description
Replies: 2
Views: 1754

Override Invoice Line item Description

Is there a way to retrieve the Policy Type for those Invoice Lines that are generated by the Title Insurance Premium Screen? I am trying to create a COR that overrides the Owner's Policy Description, on the Invoice, when the Order's Product Type is "TSG" or "LITGNT" and the Invoice Line was created ...
by B_Hinote
Tue Sep 24, 2019 6:56 pm
Forum: Custom Order Rules
Topic: Override Invoice Payment Validation
Replies: 1
Views: 894

Override Invoice Payment Validation

At the moment, the Invoicing Screen pops an error message of " Value must be between 0 and 999999999999.99 " when the Invoice Payment is Negative. Can a COR override this message by adding our own validation of the amount being "between -999999999999.99 and 999999999999.99"? I know the screen does n...
by B_Hinote
Thu Aug 29, 2019 2:43 pm
Forum: Custom Order Rules
Topic: Default Policy Lookup Code
Replies: 2
Views: 923

Re: Default Policy Lookup Code

Yes, that is the Policy Code. (See Attached) If I select the value from the dropdown, everything works as expected. I assume this is because selecting the item is firing a change event that is identifying that the value has been changed. However, if I set this field using the COR the Policy Code Fie...
by B_Hinote
Wed Aug 28, 2019 11:29 pm
Forum: Custom Order Rules
Topic: Default Policy Lookup Code
Replies: 2
Views: 923

Default Policy Lookup Code

I created the following basic code to try defaulting the Policy Lookup Code to a specific value, which it does. However, this apparently does not trigger the Change Event to cause the rest of the screen to be loaded. Is there a way to force the application to react to this change within a COR or is ...