Search found 18 matches

by Joni Hoffman
Thu Dec 18, 2014 2:40 pm
Forum: Integration Development
Topic: Adding a Attorney Representation
Replies: 4
Views: 1372

Re: Adding a Attorney Representation

To associate the Attorney to the Buyer, you don't want to set the Code, you just want to set the reference to the Buyer object.

So, setting o.Attorneys[0].Represents = Buyer should be all you need to do.
by Joni Hoffman
Tue Nov 18, 2014 11:02 am
Forum: Integration Development
Topic: Adding a Payee
Replies: 4
Views: 1225

Re: Adding a Payee

Yes, that is correct. You can't set the Payee name in that manner. PayTo is a reference to either a Contact or a Person so you should just have to set payee.PayTo = payee.Contact.People[0]; and the Full Name of the person should appear as the selected value in the dropdown when you view the order in...
by Joni Hoffman
Fri Nov 14, 2014 3:07 pm
Forum: ProForm (Order Tracking)
Topic: Creating a LoanPolicy
Replies: 3
Views: 3264

Re: Creating a LoanPolicy

The system will only allow you to create a Loan Policy if there is a Loan in the Order that is not currently associated to a policy. So, the easiest way to create a new Loan Policy, is to add a new Loan to the Order which will automatically add a new Title Insurance Calculation and set the PolicyTyp...
by Joni Hoffman
Fri Jul 18, 2014 10:08 am
Forum: General
Topic: Using Cameron API to update ListIndentLevel
Replies: 2
Views: 763

Re: Using Cameron API to update ListIndentLevel

In the Boylan API, the Requirements/Exceptions were a flat list so we used the ListIndentLevel property to determine how the tree should be structured. In the Cameron API, the ListIndentLevel property became ReadOnly as the Requirements/Exceptions are no longer a flat list but are instead a hierarch...
by Joni Hoffman
Thu Jul 17, 2014 11:24 am
Forum: General
Topic: Using Cameron API to update CommitmentLegal
Replies: 6
Views: 1051

Re: Using Cameron API to update CommitmentLegal

The CommitmentLegal property is now an instance of our LegalDescription object.
So, to set the text of the description you would just have to alter your line from below like this:
spsOrder.Property(0).CommitmentLegal.Description = “this is my test legal”
by Joni Hoffman
Wed Jun 11, 2014 10:24 am
Forum: Integration Development
Topic: Setting the marketing rep on an order contact
Replies: 25
Views: 3383

Re: Setting the marketing rep on an order contact

If a ReadOnly rule looks at permissions, then, yes, they are evaluated when an order is created as all rules are run at that time. Looking at the rules for Marketing Rep, it will evaluate the permissions that Pradeepa referenced when an order is created. I believe permissions are handled differently...
by Joni Hoffman
Tue May 13, 2014 11:26 am
Forum: Integration Development
Topic: Is CreatedBy Propery on Note object readonly?
Replies: 2
Views: 624

Re: Is CreatedBy Propery on Note object readonly?

The CreatedBy property on the Note object is ReadOnly. It will automatically be set to the user that created it.
by Joni Hoffman
Wed Apr 30, 2014 3:35 pm
Forum: Integration Development
Topic: How to retrieve the open order OwningProfileID in 3.0?
Replies: 5
Views: 868

Re: How to retrieve the open order OwningProfileID in 3.0?

What I provided earlier should work when using dynamics. If you are not using dynamics, try the code below.

IOrder order = OrderThatYouGetFromSomewhere();
Guid profileID = ((IProfileInfo)order["OwnershipProfile"]).ID
by Joni Hoffman
Wed Apr 30, 2014 1:01 pm
Forum: Integration Development
Topic: OrderContact Other Type
Replies: 3
Views: 688

Re: OrderContact Other Type

Here is how you would create an Other contact and then access the OtherType field. IOrder order; IOrderItem otherContact = order.CreateNew("Other"); ((IList)order["Contacts"]).Add(otherContact); otherContact["OtherType"] = "My type"; If the Other contact alrea...
by Joni Hoffman
Wed Apr 30, 2014 12:43 pm
Forum: Integration Development
Topic: How to retrieve the open order OwningProfileID in 3.0?
Replies: 5
Views: 868

Re: How to retrieve the open order OwningProfileID in 3.0?

You would do this:

var profileID = order.OwnershipProfile.ID