Search found 4 matches

by lsinn
Mon Feb 20, 2023 2:00 pm
Forum: Integration Development
Topic: New Task Status (Requested/Checklist)
Replies: 2
Views: 2867

Re: New Task Status (Requested/Checklist)

Thank you!
by lsinn
Sat Feb 18, 2023 2:44 pm
Forum: Integration Development
Topic: New Task Status (Requested/Checklist)
Replies: 2
Views: 2867

New Task Status (Requested/Checklist)

Is there a way to add a new task status? We would like to add a "Rejected" status and proceeded to do this in our DEV environment by adding it to the zref.TaskStatusType table on the database, and after restarting the DEV midtier the change did not become effective. Are there other steps t...
by lsinn
Thu May 07, 2020 2:50 pm
Forum: Automation Code Snippets
Topic: Automation - Solving for a Null value in a contact
Replies: 1
Views: 2039

Automation - Solving for a Null value in a contact

Hi. I have an automation that is not working when I have a file that does not have a value in the lookup for the Referral Source Contact. I attached the process and copies of the code snippets that are part of this process. Even though I am looking to exclude this automation from running when the Re...
by lsinn
Fri Jul 26, 2019 2:56 pm
Forum: Automation Code Snippets
Topic: Automation Code Snippet for specific Order Suffix
Replies: 1
Views: 1382

Automation Code Snippet for specific Order Suffix

I am trying to limit an automation to run on files with a specific suffix and am not getting positive results. I would like the automation to add a task when a file has a order suffix of .DS I have the following but am not able to get it to work. from System import * from SoftPro.ClientModel import ...