Search found 16 matches

by DanChapin
Wed Apr 25, 2018 5:28 pm
Forum: Custom Order Rules
Topic: Splits Revisited - Endorsements
Replies: 5
Views: 1388

Re: Splits Revisited - Additional Title Charges

Hi Bob, I knew this was going to come up very soon after you helped with the splits for Endorsements. I now need to set the splits for additional title charges. You had said in this chain previously "FYI, Additional Title Charges are like endorsements. In that case you have to query the ATC's Policy...
by DanChapin
Thu Apr 12, 2018 9:31 am
Forum: Custom Order Rules
Topic: Splits Revisited - Endorsements
Replies: 5
Views: 1388

Re: Splits Revisited - Endorsements

Thanks Bob, That makes sense, but still doesn't work, see below. I am guessing that this is not working because, in the line: elif policy.Type == TitleProductType.Endorsement and policy.Parent.Type == TitleProductType.OwnersPolicy: policy.Type should be policy.Type == TitleProductType.OwnersPolicy: ...
by DanChapin
Wed Apr 11, 2018 2:52 pm
Forum: Custom Order Rules
Topic: Splits Revisited - Endorsements
Replies: 5
Views: 1388

Splits Revisited - Endorsements

A while back , we put together a COR to set the some split values on the Title insurance premium screen. I want to do the same for the split fields on the endorsement screen. I am having a problem getting at those fields. Below is the code I have so far. This is working code which sets the split val...
by DanChapin
Tue Feb 06, 2018 3:25 pm
Forum: Automation Code Snippets
Topic: Add Checklist task based on Requested Task Name
Replies: 10
Views: 1843

Re: Add Checklist task based on Requested Task Name

Still getting error: This time "An Item with the same key has already been added" code below from System import * from SoftPro.ClientModel import * from SoftPro.Select.Client import * from SoftPro.OrderTracking.Client.Orders import * from SoftPro.Select.Client.Security import * #####################...
by DanChapin
Fri Feb 02, 2018 3:47 pm
Forum: Automation Code Snippets
Topic: Add Checklist task based on Requested Task Name
Replies: 10
Views: 1843

Re: Add Checklist task based on Requested Task Name

Thanks Bob, I had already changed and tried "for" rather than "foreach", after making that change and running from the code below, I get the following error: expected IOrder, got Set[ChecklistTask] My Code: from System import * from SoftPro.ClientModel import * from SoftPro.Select.Client import * fr...
by DanChapin
Fri Feb 02, 2018 1:08 pm
Forum: Automation Code Snippets
Topic: Add Checklist task based on Requested Task Name
Replies: 10
Views: 1843

Re: Add Checklist task based on Requested Task Name

holdingList = [] for task in Context.RequestedTasks: PLTaskName = task.Description if PLTaskName.lower().startswith('exam - up'): #continue PLTaskName = task.Description[-2:] PLCTaskName = 'Exam - UP' + PLTaskName + ': Searched' #raise ValueError(getUpdateNo()) newtask = IOrder.CreateNew(Context.Ch...
by DanChapin
Fri Feb 02, 2018 11:38 am
Forum: Automation Code Snippets
Topic: Add Checklist task based on Requested Task Name
Replies: 10
Views: 1843

Re: Add Checklist task based on Requested Task Name

Can we use and return a function within a code snipped to separate the loop from the create task code? I am not sure what that syntax would look like in an automation snippet?
by DanChapin
Fri Feb 02, 2018 11:29 am
Forum: Automation Code Snippets
Topic: Add Checklist task based on Requested Task Name
Replies: 10
Views: 1843

Re: Add Checklist task based on Requested Task Name

So I am looping through the requested tasks to set a name variable that will be used to create a Checklist Task. How would I do that? Here is the formatted code rom System import * from SoftPro.ClientModel import * from SoftPro.Select.Client import * from SoftPro.OrderTracking.Client.Orders import *...
by DanChapin
Wed Jan 31, 2018 4:37 pm
Forum: Automation Code Snippets
Topic: Add Checklist task based on Requested Task Name
Replies: 10
Views: 1843

Add Checklist task based on Requested Task Name

I am trying to loop through the requested tasks until I find a task with "Exam - UP" in the name. Then I am reading the last two characters from that task which will be the task number ie "Exam - UP01" result will return "01". Now I create the new checklist name "'Exam - UP' + PLTaskName + ': Search...
by DanChapin
Tue Jan 17, 2017 4:01 pm
Forum: Custom Order Rules
Topic: Looping through Commitment Exceptions looking for text
Replies: 5
Views: 1121

Re: Looping through Commitment Exceptions looking for text

Thanks guys. I am going to give this a shot. I already knew about the RTF code and have a RTFCleaner function to deal with that so I will give this all a shot and stop back and let you know how it goes.

Thanks
Again!!
d