Search found 12 matches
- Tue Nov 03, 2020 5:52 pm
- Forum: Custom Order Rules
- Topic: Validation Rule
- Replies: 9
- Views: 9561
Re: Validation Rule
Thanks, Bob!
- Wed Oct 28, 2020 12:38 pm
- Forum: Custom Order Rules
- Topic: Validation Rule
- Replies: 9
- Views: 9561
Re: Validation Rule
Thanks again, Bob. Any idea why this isn't working? def Payoff_ExpireOnDate_Validate(args): order = args.Context.Root disbDate = order.DisbursementDate if (disbDate is not None) and (args.Value is not None): if disbDate >= args.Value: args.RaiseWarning('The payoff is set to expire on or before disbu...
- Tue Oct 27, 2020 9:27 am
- Forum: Custom Order Rules
- Topic: Validation Rule
- Replies: 9
- Views: 9561
Re: Validation Rule
Hi Bob, When we built this originally, I used a custom field for the payoff expiration date. I'd like to modify it, so that it references any of the canned payoff expiration dates used in the settlement statement. My issue is: I'm having a tough time referencing those fields. In the HUD, the field i...
- Mon Aug 31, 2020 6:04 pm
- Forum: ReadyDoc Development
- Topic: Iterating through {{Order.Buyers.People}}
- Replies: 2
- Views: 3694
Re: Iterating through {{Order.Buyers.People}}
Thanks, Bob!
- Thu Aug 27, 2020 2:38 pm
- Forum: ReadyDoc Development
- Topic: Iterating through {{Order.Buyers.People}}
- Replies: 2
- Views: 3694
Iterating through {{Order.Buyers.People}}
Hi everybody, I'm trying to concatenate a list of names and titles for all people involved with an organization who is the buyer/borrower, but I can't seem to get it to iterate through the {{Order.Buyers.People}} collection in the ReadyDoc. I can do it in the Formula Editor, but not here. <COMMENT> ...
- Thu Oct 31, 2019 10:10 am
- Forum: Custom Order Rules
- Topic: Validation Rule
- Replies: 9
- Views: 9561
Re: Validation Rule
Perfect! Thanks, Bob!
- Wed Oct 16, 2019 5:46 pm
- Forum: Automation Code Snippets
- Topic: Add Note to Task
- Replies: 2
- Views: 2186
Re: Add Note to Task
Perfect! Thanks, Bob!
- Wed Oct 16, 2019 5:37 pm
- Forum: Custom Order Rules
- Topic: Validation Rule
- Replies: 9
- Views: 9561
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...
- Wed Oct 16, 2019 12:59 pm
- Forum: Custom Order Rules
- Topic: Validation Rule
- Replies: 9
- Views: 9561
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: #...
- Wed Oct 16, 2019 12:03 pm
- Forum: Automation Code Snippets
- Topic: Add Note to Task
- Replies: 2
- Views: 2186
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 P...