Search found 10 matches
- 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: 1071
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...
- 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: 3592
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 ...
- 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: 3592
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 ...
- Fri Jun 16, 2017 11:02 am
- Forum: Automation Code Snippets
- Topic: Set Ownership Profile in Automation Code Snippet
- Replies: 1
- Views: 1254
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...
- Thu Feb 18, 2016 11:46 am
- Forum: General
- Topic: Importing Orders
- Replies: 1
- Views: 1111
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...
- Tue Nov 24, 2015 4:18 pm
- Forum: Server
- Topic: Custom Validation Package - Order.Tasks.CDFLine
- Replies: 1
- Views: 2895
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...
- Wed Sep 16, 2015 5:19 pm
- Forum: Server
- Topic: Custom Validation Package - Workflow Assigned To An Order
- Replies: 1
- Views: 2858
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...
- Thu Aug 27, 2015 2:37 pm
- Forum: Server
- Topic: Server Validation Package - Other Contact "OtherType"
- Replies: 1
- Views: 2744
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...
- 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...
- Wed Apr 15, 2015 11:24 am
- Forum: Business Rules
- Topic: Enforce rule on Marketing Source in Order Contacts
- Replies: 4
- Views: 3848
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 ...