Search found 84 matches

by Lisa Ennis
Tue Mar 12, 2024 11:52 am
Forum: Crystal Report Development
Topic: Other Contact Types
Replies: 2
Views: 18

Re: Other Contact Types

It is in the pfm.Contact table, the field is OtherType. It is the last field in the Select statement below.

Code: Select all

SELECT 
    C.RootId#,
    C.Id#,
    C.LastId#,
    C.Code,
    C.ContactType,
    C.Name,
    C.NameShort,
    C.OtherType
FROM 
    pfm.[Contact] AS C
Hope this helps!
by Lisa Ennis
Fri Jun 02, 2023 2:46 pm
Forum: General
Topic: Connection to AWS
Replies: 5
Views: 5616

Re: Connection to AWS

To get the name of the escrow officer, you would join the pfm.Escrow table to the core.SecurityIdentity table. This would be the join: pfm.Escrow AS E JOIN core.SecurityIdentity AS SI ON E.ID=SI.ID Additional information for the person is also in the core.SecurityUser table and joins on the ID as we...
by Lisa Ennis
Wed Sep 07, 2022 4:08 pm
Forum: Crystal Report Development
Topic: Common Parameter for Two Subreports
Replies: 2
Views: 2500

Re: Common Parameter for Two Subreports

Please see the attached file for how to link the parameters to work with Select.
by Lisa Ennis
Mon Feb 22, 2021 3:14 pm
Forum: Crystal Report Development
Topic: Reserved Order Number Report in API
Replies: 2
Views: 2423

Re: Reserved Order Number Report in API

The DOC_SPUNR_ReservedOrdersByProjectID report is used in the Reserve Order Numbers wizard (accessed from the "Create New Items" button). The wizard generates a new guid for the project id and the report prints from the wizard. I do not work with the API to be able to provide any assistanc...
by Lisa Ennis
Tue Sep 08, 2020 8:52 am
Forum: Crystal Report Development
Topic: Save Crystal Report as PDF with text preserved
Replies: 4
Views: 2956

Re: Save Crystal Report as PDF with text preserved

Render the report as normal, and then "ALT-f" opens the File Options menu. From there you can choose to export the report. It is the upper most left button on the menu bar with the SoftPro house.
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2020-09-08_8-35-42.jpg (149.69 KiB) Viewed 2935 times
by Lisa Ennis
Fri Sep 04, 2020 8:59 am
Forum: Crystal Report Development
Topic: Save Crystal Report as PDF with text preserved
Replies: 4
Views: 2956

Re: Save Crystal Report as PDF with text preserved

Instead of print to a PDF print driver, does your workflow allow you to use Export instead? When exporting you have the option to Export as PDF, Word, XML and Excel.
by Lisa Ennis
Thu Jun 18, 2020 4:15 pm
Forum: Crystal Report Development
Topic: Database Guide
Replies: 2
Views: 2502

Re: Database Guide

The updated guide can be emailed to you. Please email me directly and I will forward that to you.
by Lisa Ennis
Tue Oct 08, 2019 7:48 pm
Forum: Integration Development
Topic: Point of Contact Table
Replies: 3
Views: 2316

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: 3080

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: 3080

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...