Search found 7 matches

by svilla
Fri Nov 03, 2023 10:02 am
Forum: Custom Order Rules
Topic: COR for Attorney contacts - Need help with def a custom field
Replies: 2
Views: 6666

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

This is perfect! Thank you so much for your help.
by svilla
Wed Nov 01, 2023 3:47 pm
Forum: Custom Order Rules
Topic: COR for Attorney contacts - Need help with def a custom field
Replies: 2
Views: 6666

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

Hi, This is the first COR I am trying on my own. By looking at our existing CORs and the devforum I was able to get the code for the first part working. We need an error message if the attorney contact information is missing the "Represents" field. Now I want to do the same if our custom f...
by svilla
Wed Jun 21, 2023 11:30 am
Forum: ReadyDoc Visibility Conditions
Topic: How to check every seller
Replies: 8
Views: 9174

Re: How to check every seller

Hi,
I was reading an old post about custom fields and it mentions "IOrderItem interface." Is this something we need to be able to use custom fields to create ReadyDoc Visibility Conditions in SoftPro Select?
by svilla
Thu Jun 15, 2023 12:34 pm
Forum: ReadyDoc Visibility Conditions
Topic: How to check every seller
Replies: 8
Views: 9174

Re: How to check every seller

Hi, What is the best way to examine a custom field for each seller? # Test every seller in the order. for seller in Order.Sellers: # Skip all organization contact types. if seller.BuyerSellerType >= seller.BuyerSellerType.Organization: continue # We must have an Individual1 POA name. POA1 = seller.P...
by svilla
Wed Jun 14, 2023 2:45 pm
Forum: ReadyDoc Visibility Conditions
Topic: How to check every seller
Replies: 8
Views: 9174

Re: How to check every seller

That makes sense. Following that same logic, I created the following and it's not working. I want to see a folder only if the seller is an organization. Do I need to specify what Organization type in order for this to work? # Test every seller in the order. for seller in Order.Sellers: # Only show i...
by svilla
Wed Jun 14, 2023 12:47 pm
Forum: ReadyDoc Visibility Conditions
Topic: How to check every seller
Replies: 8
Views: 9174

Re: How to check every seller

Thank you so much. That works great. Can you explain what "len(aka.strip())" does? Everything else I can follow.
by svilla
Wed Jun 07, 2023 5:13 pm
Forum: ReadyDoc Visibility Conditions
Topic: How to check every seller
Replies: 8
Views: 9174

How to check every seller

Hi, I'm new at this and I need some guidance. We want a document to populate if the seller has an AKA. What is the best way to look at every Seller to see if there is an AKA in that field? I don't understand how to search every seller. I was looking at the code for loops but how do I count the numbe...