SoftPro Developer Forum

Can you please post a screen shot of your Wizard.. I do not see that on my software.. I am trying to write the code to pick a Trust account, but see that you found it in the Wizard.

I am looking for a way to automate pulling in policies, without adding them into a template. I put in a formula that puts in the code for the policy, but then in turn doesn't pull through the rate tables or premiums and other things it would as if you manually picked it from the dropdown. Manually P...

I am trying to only run an automation to apply a template when the contact code G2 does not exist. I am trying to do through the automation wizard and only use a code snippet for the one check for G2. I need help writing a code snippet to add in so that it only runs when there isn't a G2.

Perfect!! I completely understand. Thank you so much for your help! I am going to reorganize.

Thank you for your reply.

Can you try the address like 120 Main Street?

Mine is still triggering when the 0 is anywhere in the number sequence.

Actually, will it run on every file, but just not add the note if it isn't true? Sorry, I am fairly new to code snippets.

from System import * from SoftPro.ClientModel import * from SoftPro.Select.Client import * from SoftPro.OrderTracking.Client.Orders import * # Get the root order from the context order = Context.Root # Check if the address starts with "0" for prop in Order.Properties: if prop.Address.Addre...

I am trying to run an automation that if there is a 2nd person under Selling Agent/Broker and either the 1st person or 2nd person Pager field is empty, than populate "X" in the pager field. I am pretty new and trying to do my own code snippet. I am getting this error when the automation ru...