Search found 77 matches

by Lisa Ennis
Tue Oct 08, 2019 7:48 pm
Forum: Integration Development
Topic: Point of Contact Table
Replies: 3
Views: 180

Re: Point of Contact Table

The PointOfContact table inherits from the pfm.CDF table. It contains the data related to the contacts on Page 5 of the CDF and I don't believe you need to use it here. I have sent you an email directly, if you will email me, I have detailed database documentation that I can provide to you that expl...
by Lisa Ennis
Tue Jun 11, 2019 1:10 pm
Forum: Crystal Report Development
Topic: My Work Items
Replies: 3
Views: 137

Re: My Work Items

I started with the WorkflowStepsInProgress stored procedure and modified it to look for AssignedTrusteeID IS NULL. This is where I would start. It would be difficult for me to be more specific as you would need to test accordingly as you are writing your queries to determine you are getting the data...
by Lisa Ennis
Tue Jun 11, 2019 8:45 am
Forum: Crystal Report Development
Topic: My Work Items
Replies: 3
Views: 137

Re: My Work Items

The stored procedures listed below are used for the reports related to order tasks and workflow. These may be a good starting point for you to write your own queries. Please let me know if you have additional questions. rptdoc.OpenOrderTasksWithDateParameters rptdoc.OpenOrderTasksByEscrowOfficerClos...
by Lisa Ennis
Thu May 02, 2019 10:33 am
Forum: Crystal Report Development
Topic: How to eliminate blue text and hyperlink from documents?
Replies: 3
Views: 156

Re: How to eliminate blue text and hyperlink from documents?

This is available as a public option in version 4.4.0 and above. This was not a public option in earlier versions.
by Lisa Ennis
Tue Apr 30, 2019 4:40 pm
Forum: Crystal Report Development
Topic: How to eliminate blue text and hyperlink from documents?
Replies: 3
Views: 156

Re: How to eliminate blue text and hyperlink from documents?

There is a Boolean property you need to set called RemoveHotspots in the ExportSettings class. This needs to be set to True. If you are on an older version of Select, and the RemoveHotspots property is not on the ExportSettings class, the IRenderer interface has a DisableHotspots Boolean property th...
by Lisa Ennis
Fri Sep 01, 2017 8:19 am
Forum: Crystal Report Development
Topic: Crystal Report Ready Document pulling data set from a Stored Procedure
Replies: 3
Views: 348

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

That would be really hard for me to try and troubleshoot what your issue may be. It could be a permissions issue. Make sure you grant permission in your report's stored procedure. Please contact SoftPro Support for assistance with the error message.
by Lisa Ennis
Wed Aug 30, 2017 9:41 am
Forum: Crystal Report Development
Topic: Crystal Report Ready Document pulling data set from a Stored Procedure
Replies: 3
Views: 348

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

The Select program will set the database for you when running the report from the program. To do so, this requires connecting to the database using the OLE DB(ADO) database type and SQLOLEDB provider in Crystal. Parameters passed from the program to the report/stored procedure without being prompted...
by Lisa Ennis
Tue Apr 04, 2017 10:29 am
Forum: Crystal Report Development
Topic: Payor Code for a Transation
Replies: 2
Views: 246

Re: Payor Code for a Transation

Below are the joins for many of the ProTrust (pt schema) tables. You would need to join to pt.ContactDetail, then to zref.ContactType. Hope this helps! SELECT * FROM pt.[Transaction] AS T INNER JOIN pt.TransactionExtended AS TE ON T.[GUID]=TE.ID INNER JOIN [pt].[TransactionDetail] AS TD ON TD.ID = T...
by Lisa Ennis
Mon Feb 20, 2017 5:44 pm
Forum: Crystal Report Development
Topic: split to in additional title charges screen
Replies: 2
Views: 231

Re: split to in additional title charges screen

That data can be found in the pfm.SplitCalculation and pfm.Split tables. Refer to the rptdoc.PolicyRegister stored procedure for examples of how we extract that data for policy register reporting.
by Lisa Ennis
Tue Feb 14, 2017 6:38 pm
Forum: General
Topic: CDFDisbursment and CDFReciept relation to CDFLine
Replies: 1
Views: 152

Re: CDFDisbursment and CDFReciept relation to CDFLine

Hope these will help. These are the joins for receipts: pfm.CDFReceipt AS R INNER JOIN pfm.CDF AS CDF ON R.RootId#=CDF.RootId# AND R.CDFId$=CDF.Id# LEFT OUTER JOIN pfm.CDFPayor AS PR ON R.RootId#=PR.RootId# AND R.Id#=PR.CDFAmountId$ LEFT OUTER JOIN pfm.CDFLine AS CL ON R.RootId#=CL.RootId# AND PR.Id...