Search found 18 matches

by bdutil
Wed Jan 06, 2021 9:47 am
Forum: ReadyDoc Visibility Conditions
Topic: Return based on Trust Account Code
Replies: 1
Views: 112

Return based on Trust Account Code

Is there a built in function for Document Visibility to return based on Trust Account Code?
by bdutil
Tue Jul 03, 2018 8:40 am
Forum: ReadyDoc Visibility Conditions
Topic: Visiblity by Permission Group
Replies: 1
Views: 692

Visiblity by Permission Group

Is it possible to set a visibility condition based on the users group assignment? If so where do I start?
by bdutil
Thu Jun 21, 2018 11:05 am
Forum: Custom Order Rules
Topic: Set Invoice Date
Replies: 1
Views: 1090

Set Invoice Date

Can't get this to work if the field it's looking to is blank. Should just run default rule but it's returning an 'Expected Int64, got NoneType' Error. def Invoice_Date_Value(args): invoice = args.Context order = args.Context.Root if not invoice: return # Get the value for the Custom Fields AddRevDat...
by bdutil
Fri May 18, 2018 3:31 pm
Forum: Custom Order Rules
Topic: Round Up Full Premium
Replies: 1
Views: 1046

Round Up Full Premium

Trying to Get the System calculated Full Premium amount on CDF orders to Round Up automatically. Is this possible? I found Math.Round and some other options in the SDK but can't get any of them to work.

Field is PremiumCalulation_SimultaneousPremium
by bdutil
Fri Apr 20, 2018 9:55 am
Forum: Integration Development
Topic: Testing prompt variables in exceptions and requirements
Replies: 2
Views: 463

Re: Testing prompt variables in exceptions and requirements

There is no way to test results of a prompt however a formula could be build into the exception/requirement to evaluate a custom field if that exists and is filled out in the order. Formula would read something like this: If (IsEmpty({{CustomField2}})) Then Value = {{CustomField1}} Else Value = {{C...
by bdutil
Tue Dec 05, 2017 2:06 pm
Forum: Custom Order Rules
Topic: Date Add in COR
Replies: 7
Views: 1873

Re: Date Add in COR

So I got there just by adding a 1 but am now getting an error "Cannot save/update DateTime Data that is of DateTimeKind.Unspecified. I get the error even when I remove the + 1 def Order_SettlementDate_Value(args): order = args.Context.Root contract = args.Context.SalesContract AcceptanceDays = IOrde...
by bdutil
Fri Dec 01, 2017 4:37 pm
Forum: Custom Order Rules
Topic: Date Add in COR
Replies: 7
Views: 1873

Re: Date Add in COR

Okay I got my custom field and it's a numeric field do I still need the TryParse piece. It sort of works when I remove the isValid but if the custom field is empty it's dropping the date back 1 day and I want it to be blank if Acceptance days is blank. See what I have so far def Order_SettlementDate...
by bdutil
Wed Oct 25, 2017 8:44 am
Forum: Custom Order Rules
Topic: Date Add in COR
Replies: 7
Views: 1873

Re: Date Add in COR

Okay so then what if I want to put the number of days that I want to add to the order.ReceivedDate in another field. For example: Fill out Custom text field with a number and have that add to the Received Date to calculate the Settlement Date. I know we are crossing data types now so wasn't sure.
by bdutil
Tue Oct 24, 2017 9:01 am
Forum: Custom Order Rules
Topic: Date Add in COR
Replies: 7
Views: 1873

Date Add in COR

Is there a function that would take a date and add time to that? Say we wanted the Settlement Date to be 30 days after the Order Received date?
by bdutil
Mon May 08, 2017 11:48 am
Forum: Custom Order Rules
Topic: Require Notes every time order is changed
Replies: 1
Views: 950

Require Notes every time order is changed

I have a rule created to require order notes are entered when an order is opened but now need it to fire every time an order is changed. Is that possible?