Search found 7 matches

by kylecrosland
Thu Oct 31, 2019 10:10 am
Forum: Custom Order Rules
Topic: Validation Rule
Replies: 4
Views: 748

Re: Validation Rule

Perfect! Thanks, Bob! :-)
by kylecrosland
Wed Oct 16, 2019 5:46 pm
Forum: Automation Code Snippets
Topic: Add Note to Task
Replies: 2
Views: 522

Re: Add Note to Task

Perfect! Thanks, Bob!
by kylecrosland
Wed Oct 16, 2019 5:37 pm
Forum: Custom Order Rules
Topic: Validation Rule
Replies: 4
Views: 748

Re: Validation Rule

There are two issues. 1.) When nothing is entered into the Payoff-Good-Through field, my custom error message is displayed. This is not the behavior I want. I don't want to see the error message unless a date is entered into the field AND that date falls before the settlement date. 2.) When a date i...
by kylecrosland
Wed Oct 16, 2019 12:59 pm
Forum: Custom Order Rules
Topic: Validation Rule
Replies: 4
Views: 748

Validation Rule

Hello, I'm trying to create a rule that will throw up an error message, if the payoff request good through date is before the settlement date. What am I doing wrong? Thanks! def WarnIfPayoffExpiresBeforeSettlementDate(args): order = args.Context.Root lenders = order.PayoffLenders for l in lenders: #...
by kylecrosland
Wed Oct 16, 2019 12:03 pm
Forum: Automation Code Snippets
Topic: Add Note to Task
Replies: 2
Views: 522

Add Note to Task

Hello, I'm trying to add a note to a task whenever the task is added to an order. The code below adds a note to the order when a task is created. How can I modify it to add the note to the task ? Thanks! def AddNote(): tasks = Context.Tasks for t in tasks: if t.Description == "Prepare Owner's Policy...
by kylecrosland
Tue Apr 16, 2019 5:39 pm
Forum: Custom Order Rules
Topic: Differentiating between instances of LegalDescriptions
Replies: 2
Views: 649

Re: Differentiating between instances of LegalDescriptions

Figured it out.

def LegalDescription_LookupCode_Value (args):
if str(args.Context.Owner.EscrowLegal) == str(args.Context) or str(args.Context.Owner.PolicyLegal) == str(args.Context):
args.Value = "Comm Legal"
by kylecrosland
Tue Apr 16, 2019 5:25 pm
Forum: Custom Order Rules
Topic: Differentiating between instances of LegalDescriptions
Replies: 2
Views: 649

Differentiating between instances of LegalDescriptions

Hello, I'm trying to place a custom order rule in the LegalDescription.LookupCode field. I want a rule that sets the value of the field to 'Comm Legal' when the field is associated with the EscrowLegal or the PolicyLegal, but not the CommitmentLegal. I want the LookupCode field of the CommitmentLega...