Search found 10 matches

by mwalsh
Tue Sep 26, 2017 2:40 pm
Forum: Automation Code Snippets
Topic: Trigger Automation based on "Other" contact type value (Order.Others.OtherType)
Replies: 1
Views: 1067

Trigger Automation based on "Other" contact type value (Order.Others.OtherType)

SoftPro I'm looking to use the automation to apply a template to orders that have a specfic "Other" contact type and name value. I have tried to use the "Field is a specific value" equal our configured value (Referral Source), but it doesn't work. I can configure client name like...
by mwalsh
Thu Aug 31, 2017 4:55 pm
Forum: Crystal Report Development
Topic: Crystal Report Ready Document pulling data set from a Stored Procedure
Replies: 3
Views: 2909

Re: Crystal Report Ready Document pulling data set from a Stored Procedure

Thank you Lisa, this is very useful. I'm still having an issue with the database connection. When I set the report up I used the data source values you indicated and pointing to our DEV SQL Server database. The report renders in Crystal and in our DEV version of SoftPro, but it is throwing an error ...
by mwalsh
Wed Aug 30, 2017 7:41 am
Forum: Crystal Report Development
Topic: Crystal Report Ready Document pulling data set from a Stored Procedure
Replies: 3
Views: 2909

Crystal Report Ready Document pulling data set from a Stored Procedure

SoftPro Support, I need some assistance with configuring a Crystal Report Ready Document pulling data from a Stored Procedure with parameters. I have the report created and uploaded as a Ready Doc, but not sure where to configure the parameter values so they don't show as prompts. There are several ...
by mwalsh
Fri Jun 16, 2017 11:02 am
Forum: Automation Code Snippets
Topic: Set Ownership Profile in Automation Code Snippet
Replies: 1
Views: 1251

Set Ownership Profile in Automation Code Snippet

Softpro, I'm looking to use automation to set the ownership profile in some specific cases, but don't know the exact syntax to do so. I tried the below logic, but received a "Error: can't assign to read-only property OwnershipProfileID of type 'Order'" error. Can you please let me know the...
by mwalsh
Thu Feb 18, 2016 11:46 am
Forum: General
Topic: Importing Orders
Replies: 1
Views: 1084

Importing Orders

We are looking to import into our SoftPro Select 4.0 system a large number of orders from a company that is also using SoftPro within a short time frame. I don’t believe we will have access to the other company’s system or database, I’m assuming they will give us a excel file of the orders. Are ther...
by mwalsh
Tue Nov 24, 2015 4:18 pm
Forum: Server
Topic: Custom Validation Package - Order.Tasks.CDFLine
Replies: 1
Views: 2675

Custom Validation Package - Order.Tasks.CDFLine

I’m trying to add logic to my server side validation package to prevent users from saving orders where the "Fee:" and "Line:" fields of the "Details" section of the "Requested Tasks" screen are empty for tasks with a description like "Invoice". I hav...
by mwalsh
Wed Sep 16, 2015 5:19 pm
Forum: Server
Topic: Custom Validation Package - Workflow Assigned To An Order
Replies: 1
Views: 2626

Custom Validation Package - Workflow Assigned To An Order

I’m trying to add logic to my server side validation package to prevent users from saving orders with an OrderStatus = ‘Canceled’ and not in specific cancellation Workflow. This will ensure cancelled orders get the appropriate cancellation and follow-up tasks (Checklist or Requested) added. I have l...
by mwalsh
Thu Aug 27, 2015 2:37 pm
Forum: Server
Topic: Server Validation Package - Other Contact "OtherType"
Replies: 1
Views: 2502

Server Validation Package - Other Contact "OtherType"

I’m trying to add logic to my server side validation package to prevent users from saving orders that don’t have a specific Other Contact “OtherType” value of "CLIENT". The below logic works, but for ALL of the Other Contact types not just the ones with a specific OtherType . I can't figur...
by mwalsh
Wed Apr 22, 2015 10:55 am
Forum: Integration Development
Topic: SimpleOrderValidation Sample - The project file was unloaded
Replies: 1
Views: 583

SimpleOrderValidation Sample - The project file was unloaded

Hello, I have just installed the 3.0 SDK on a machine where the SoftPro 3.0 client is installed with VS2010. When I open the sample "SimpleOrderValidation" solution it's displaying "The project file was unloaded". This also occurs when I create a new project using the "SoftP...
by mwalsh
Wed Apr 15, 2015 11:24 am
Forum: Business Rules
Topic: Enforce rule on Marketing Source in Order Contacts
Replies: 4
Views: 3328

Re: Enforce rule on Marketing Source in Order Contacts

I'm trying to do something similar to the Proform custom validation code that is detailed in this thread, but based on ContactType of Other Contacts. I'm using "if c.ContactType == 'CLIENT':" as my condition, but it's not catching the use case. 1.) Am I not accessing the ContactType value ...