Search found 6 matches

by smstreet83
Fri Jun 11, 2021 5:25 pm
Forum: General
Topic: Task Status Update with Formula
Replies: 2
Views: 2720

Re: Task Status Update with Formula

Good to know, thank you!
by smstreet83
Fri Jun 11, 2021 2:25 pm
Forum: General
Topic: Task Status Update with Formula
Replies: 2
Views: 2720

Task Status Update with Formula

I am adding a formula to the task status that will change it from None to Required when the system date is 14 days prior to Settlement. Will this change automatically occur in the background (and show up on my task list), or does the order have to be opened/have a save event for that to happen? Than...
by smstreet83
Wed Apr 07, 2021 11:57 am
Forum: Automation Code Snippets
Topic: Reset Field with Action Code Snippet
Replies: 2
Views: 857

Re: Reset Field with Action Code Snippet

That worked perfectly, thank you so much!
by smstreet83
Tue Apr 06, 2021 12:57 pm
Forum: Automation Code Snippets
Topic: Reset Field with Action Code Snippet
Replies: 2
Views: 857

Reset Field with Action Code Snippet

How would you reset a field with an action code snippet? I'm able to set the values using automation and the code snippet below, but it would be much better if I could clear the field and let the default split values flow through. Please let me know if you need more info. Thank you! tic = Context.Ti...
by smstreet83
Thu Jul 11, 2019 12:03 pm
Forum: Automation Code Snippets
Topic: Populate Custom Field with Automation Code Snippet
Replies: 3
Views: 1770

Re: Populate Custom Field with Automation Code Snippet

When I use the following code as a COR, my custom field populates correctly. When I post it as the code snippet in my Automation Process, it says "completed successfully", but it doesn't populate my custom field. I assume it's a Context issue, I'm just not very familiar with the Attachment...
by smstreet83
Mon Jul 08, 2019 2:47 pm
Forum: Automation Code Snippets
Topic: Populate Custom Field with Automation Code Snippet
Replies: 3
Views: 1770

Populate Custom Field with Automation Code Snippet

I need to get a custom field to populate with the name of the user who published a commitment to the file. I was able to get a COR to work on a test file, but when I changed the coding around for the new context, it doesn't work. My automation process says it has completed successfully, but the fiel...