SoftPro Developer Forum

Phil, Time has got away from me and I am finally getting back to your response... First let me thank you for taking the time to respond. I agree and understand that all Formulas should strive to reach a stable state, so they do not continue to run when they are no longer needed or unnecessarily. The...

The formulas act just like any other rule in that they will only update if something that the formula is dependent upon changes. So, in the case of the formula you have posted, unless the Owner, IncludeOnRevenueReports, and/or Order.Number properties change, the formula will not be scheduled to re-...

I understand what you are saying, but do not understand the following results: 1. Every Time I open the Title or Escrow Contacts, this Value reflects the Current Year and Month for this value. (i.e. Presents itself as the Correct Value.) 2. However, when I open the Ledger Transfer and change the val...

I have discovered an issue that pertains to a Formula defined under the "Order Contacts\Fee Transfer Ledger" field. The following Formula is assigned to the Escrow and Title Contacts, Fee Transfer Ledger Field when the order is opened. If ( {{.Owner{Contact}.IncludeOnRevenueReports}} = Tru...

I am having trouble using a formula to set the CDL Line value, under Additional Title Charges. I am trying to use something like the following, but it is complaining and will not save. // CPL Fee for Seller, if applicable If ( lower({{Order.TransactionType}}) <> "refinance" ) Then Case ( {...

What is the V4 Formula Equivalent for {{Order.Buyer[1].IndivOrOrg}}?

Thank you

Thank you for your reply. This looks like it would set the date for all Required Tasks, but I need to do this for Specific Tasks as they are added. (i.e. Set the System Date/Time as the Due Date and assign the task to the User that is adding the task.) Everything I have tried continuously resets eac...

How do I make the Task Due Date auto assign the Current Date/Time, when the Task is Added, but not keep change every time the order is opened. I cannot check the value of the Due Date to condition the Formula, as this blows up the application.

Thank you..

Yes, it appears that is correct. Custom fields that do not start with a number do work.
Thank you

I am trying to check the Value of a Custom Field, within a Formula, but I continually receive errors. Example: If ( {{Order.150030_Division##}} = "Test" ) Then Value = "It Worked" EndIf I get the following errors: Value of type 'Order' cannot be converted to 'Boolean' Syntax erro...