Search found 26 matches

by vmrvichin
Wed Mar 20, 2024 2:29 pm
Forum: Integration Development
Topic: Formula for Pulling in Policy Codes
Replies: 1
Views: 14

Re: Formula for Pulling in Policy Codes

Unfortunately Select does not support the pulling in of data when a field is set via a formula. However, it will pull in data if that field is set either via an automation or via the SDK.
by vmrvichin
Fri Mar 01, 2024 3:11 pm
Forum: Server
Topic: Failed to validate the package license. The license key is missing.
Replies: 3
Views: 19

Re: Failed to validate the package license. The license key is missing.

Is this a server package or a shell package, you are mixing the different package licensing attributes. [RegisterPackage] is for shell projects while [ProvideLicense] is for server projects. There are 2 different 'Add a Package License' sections in the SDK help file with different instructions depen...
by vmrvichin
Wed Feb 28, 2024 7:42 pm
Forum: Server
Topic: CurrentSessionToken is null
Replies: 6
Views: 42

Re: CurrentSessionToken is null

you can try using just an empty Impersonate block using (RuntimeContext.Impersonate()) I'm not going to pretend to fully understand what all the Impersonate blocks do, but from what I've been able to gather, it has something to do with threading and if the action that triggered the block of code run...
by vmrvichin
Thu Nov 09, 2023 12:14 pm
Forum: ReadyDoc Development
Topic: {{.Self}} use
Replies: 2
Views: 3927

Re: {{.Self}} use

{{.Self}} references the type being generated. For example if you have a readybloc holding exceptions that could apply to a number of documents (policies commitments) the {{.Self}} field can be used to test the type <IF ({{.Self}}="Commitment")> and only apply that exception if the documen...
by vmrvichin
Thu Nov 02, 2023 2:52 pm
Forum: Custom Order Rules
Topic: COR for Attorney contacts - Need help with def a custom field
Replies: 2
Views: 4841

Re: COR for Attorney contacts - Need help with def a custom field

I think this is what you are looking for for the custom field validation. def Attorney_AttorneyType_Validate(args): #since args.Context is already set to the attorney, just get the custom field type = IOrderItem.GetProperty(args.Context, 'AttorneyType##') if type is None or type == "": arg...
by vmrvichin
Mon Oct 16, 2023 10:29 am
Forum: Installation and Setup
Topic: High level installation questions
Replies: 1
Views: 2301

Re: High level installation questions

The SDK needs to be installed on the machine (along with the select client) that you want to do development on. Visual Studio 2019 is currently the latest version supported. Once you get the SDK and client installed on a development machine, a .chm (SelectSdk.chm) will get generated in the SDK insta...
by vmrvichin
Wed Oct 11, 2023 11:05 am
Forum: Automation Code Snippets
Topic: Only overlay a template when G2 does not exist
Replies: 1
Views: 4192

Re: Only overlay a template when G2 does not exist

You should be able to get a count of the number of items in the Governments list if there are 0 or 1 in that list, then there is no G2 contact. Based upon that you can then apply your template.
by vmrvichin
Thu Oct 05, 2023 10:24 am
Forum: Integration Development
Topic: Notes - updatable properties
Replies: 2
Views: 3756

Re: Notes - updatable properties

Not to my knowledge. Those fields are automatically set by the system when a change/save is made, and not available to be manually changed via the SDK.
by vmrvichin
Mon Sep 11, 2023 12:51 pm
Forum: Automation Code Snippets
Topic: Automation to add note if certain customer name chosen
Replies: 2
Views: 4119

Re: Automation to add note if certain customer name chosen

your problem is in what you are iterating over for People in Context.ListingAgentBrokers: That line is iterating over the ListingAgentBrokers collection, and not the people collection under a specific ListingAgentBroker like I think you are intending. So you either need 2 for loops, one iterating ov...
by vmrvichin
Wed Sep 06, 2023 1:42 pm
Forum: Automation Code Snippets
Topic: How do a Add a blank line to the end of my Requirement or Exception Text
Replies: 4
Views: 4477

Re: How do a Add a blank line to the end of my Requirement or Exception Text

The code you provided is far too complex for me to try and get setup in my environment, I'll need you to condense it down into just a small snippet that demonstrates the problem that I can quickly and easily get set up on my system. Also, please put the code contents within a code block by pressing ...