Search found 53 matches

by mlevi
Thu Jan 30, 2020 1:40 pm
Forum: Crystal Report Development
Topic: Crystal Report - SQL SP Parameter Dynamic Values
Replies: 1
Views: 1095

Crystal Report - SQL SP Parameter Dynamic Values

I created a Crystal Report that runs based off a SQL stored procedure. One of the parameters in my SQL stored procedure is Client. Crystal reports automatically created a parameter @Client that maps to the SQL parameter. I am trying to set that @Client parameter in Crystal to show a prepopulated dro...
by mlevi
Fri Sep 06, 2019 10:42 am
Forum: Integration Development
Topic: Adding groups to plugin package via the API
Replies: 2
Views: 855

Re: Adding groups to plugin package via the API

I added that line pluginManager.ApplyChanges(plugin); and sure enough it adds the member group to the plugin. But then for some reason Select does not load my custom code, it seems to mess up the plugin. I tested to make sure I re-installed the plugin and i don't add the group via the API, rather i ...
by mlevi
Wed Sep 04, 2019 9:58 am
Forum: Integration Development
Topic: Adding groups to plugin package via the API
Replies: 2
Views: 855

Adding groups to plugin package via the API

I am trying to add this via the API. I am using the following code: IPluginInfo pluginInfo = pluginManager.Plugins.OrderByDescending(p => p.LastModifiedOn) .FirstOrDefault() as IPluginInfo; var plugin = await pluginManager.GetPluginAsync(pluginInfo); ISecurityManager securityManager = (ISecurityMana...
by mlevi
Fri Aug 09, 2019 9:24 am
Forum: Integration Development
Topic: Snapsection/code access to UI fields
Replies: 8
Views: 1056

Re: Snapsection/code access to UI fields

I have an additional question: The only permissions we have given most of our users is to edit the LookupCode field and add contacts. Most Contacts populate properly when we create them via the API on the shell package with these permissions The one contact type that is giving us problems is the "Ot...
by mlevi
Fri Aug 09, 2019 7:41 am
Forum: Integration Development
Topic: Snapsection/code access to UI fields
Replies: 8
Views: 1056

Re: Snapsection/code access to UI fields

On Overlay Order Functionality does SoftPro take into account user permissions when overlaying contacts?
We are noticing that the overlay order functionality can create/edit contacts where as the API is not allowing our code to do it due to permissions settings on the user.
by mlevi
Thu Jun 20, 2019 5:39 pm
Forum: Integration Development
Topic: HTML Docs Merging Attachments
Replies: 4
Views: 302

Re: HTML Docs Merging Attachments

Thanks. Can you give a sample of how we can access the attachments via HTML code?
by mlevi
Wed Jun 19, 2019 2:50 pm
Forum: Integration Development
Topic: HTML Docs Merging Attachments
Replies: 4
Views: 302

Re: HTML Docs Merging Attachments

any reply would be appreciated
by mlevi
Wed May 15, 2019 1:03 pm
Forum: Integration Development
Topic: HTML Docs Merging Attachments
Replies: 4
Views: 302

HTML Docs Merging Attachments

We are trying to code HTML docs to pull specific attachments from the attachments in SoftPro Select 4.3 and merge them as additional page(s) into the document being rendered. We need the document to pull based on document name and sub-folder. Is that doable using Python in the HTML code, or is there...
by mlevi
Wed Oct 31, 2018 1:47 pm
Forum: Integration Development
Topic: Snapsection/code access to UI fields
Replies: 8
Views: 1056

Re: Snapsection/code access to UI fields

Or has anything changed in the API in the past few years?
by mlevi
Wed Oct 31, 2018 1:46 pm
Forum: Integration Development
Topic: Snapsection/code access to UI fields
Replies: 8
Views: 1056

Re: Snapsection/code access to UI fields

Is this possible through custom order rules or the server side package?