Search found 12 matches

by kylecrosland
Tue Nov 03, 2020 5:52 pm
Forum: Custom Order Rules
Topic: Validation Rule
Replies: 9
Views: 7963

Re: Validation Rule

Thanks, Bob! :D
by kylecrosland
Wed Oct 28, 2020 12:38 pm
Forum: Custom Order Rules
Topic: Validation Rule
Replies: 9
Views: 7963

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...
by kylecrosland
Tue Oct 27, 2020 9:27 am
Forum: Custom Order Rules
Topic: Validation Rule
Replies: 9
Views: 7963

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...
by kylecrosland
Thu Aug 27, 2020 2:38 pm
Forum: ReadyDoc Development
Topic: Iterating through {{Order.Buyers.People}}
Replies: 2
Views: 3349

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> ...
by kylecrosland
Thu Oct 31, 2019 10:10 am
Forum: Custom Order Rules
Topic: Validation Rule
Replies: 9
Views: 7963

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: 1907

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: 9
Views: 7963

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: 9
Views: 7963

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: 1907

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...