Search found 7 matches
- Mon Apr 15, 2024 12:57 pm
- Forum: Automation Code Snippets
- Topic: Update Trust Account with Automation
- Replies: 6
- Views: 5807
Re: Update Trust Account with Automation
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.
- Tue Mar 19, 2024 10:15 pm
- Forum: Integration Development
- Topic: Formula for Pulling in Policy Codes
- Replies: 1
- Views: 1758
Formula for Pulling in Policy Codes
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...
- Wed Oct 11, 2023 9:56 am
- Forum: Automation Code Snippets
- Topic: Only overlay a template when G2 does not exist
- Replies: 1
- Views: 5237
Only overlay a template when G2 does not exist
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.
- Mon Jun 19, 2023 10:28 am
- Forum: Automation Code Snippets
- Topic: Adding a note to files that have a property address that startswith 0
- Replies: 4
- Views: 4795
Re: Adding a note to files that have a property address that startswith 0
Perfect!! I completely understand. Thank you so much for your help! I am going to reorganize.
- Fri Jun 16, 2023 11:56 am
- Forum: Automation Code Snippets
- Topic: Adding a note to files that have a property address that startswith 0
- Replies: 4
- Views: 4795
Re: Adding a note to files that have a property address that startswith 0
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.
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.
- Thu Jun 15, 2023 2:17 pm
- Forum: Automation Code Snippets
- Topic: Adding a note to files that have a property address that startswith 0
- Replies: 4
- Views: 4795
Adding a note to files that have a property address that startswith 0
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...
- Fri May 26, 2023 10:07 pm
- Forum: Automation Code Snippets
- Topic: Automate "X" in Pager field if there is a 2nd person under Selling Broker
- Replies: 1
- Views: 5564
Automate "X" in Pager field if there is a 2nd person under Selling Broker
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...