Search found 16 matches

by Gil McNeill
Thu Feb 25, 2021 12:48 pm
Forum: Standard/Enterprise Development
Topic: SQL database help
Replies: 1
Views: 62

Re: SQL database help

The standard SoftPro Reports are created using Crystal Reports X1 R2. They connect to data with an ODBC (RDO) connection. The ProForm application has the only “Report Tree” to which reports for any application can be added. Due to the complexity involved, we can offer a quote for the cost of a train...
by Gil McNeill
Mon Aug 03, 2020 3:22 pm
Forum: Standard/Enterprise Development
Topic: Custom Fields
Replies: 1
Views: 356

Re: Custom Fields

Hi Emma. I think you may have posted this in the wrong forum. This is the forum for the Classic product, and I think you are referring to the Select product. Can you report your question over in the section entitled "Custom Order Rules"
by Gil McNeill
Wed Jan 08, 2020 1:54 pm
Forum: Standard/Enterprise Development
Topic: Get UserInfo using windows network login
Replies: 2
Views: 1604

Re: Get UserInfo using windows network login

Hi..this is posted in the wrong forum. You should post your question to the "Integration Development" forum for Select.

Thank you.
by Gil McNeill
Mon Jan 06, 2020 12:45 pm
Forum: Standard/Enterprise Development
Topic: reading, writing PXT files
Replies: 1
Views: 538

Re: reading, writing PXT files

Hi...attached are a couple of documents that explain PXT files and how to use them. You don't need additional libraries to use PXT files. They are just text files. The general format is... fieldname=fieldvalue fieldname=fieldvalue fieldname=fieldvalue etc. The documentation mentions some rules to fo...
by Gil McNeill
Mon Mar 25, 2019 4:04 pm
Forum: Standard/Enterprise Development
Topic: SQL Query Help
Replies: 7
Views: 1081

Re: SQL Query Help

Correct...100% of the data is in the ProForm data file. Only a small subset is captured in the database for searching and reporting. You can add columns to the database using the ProForm Data Collector. It allows you to collect data on fields that aren't default in the database. You can read about t...
by Gil McNeill
Mon Mar 25, 2019 2:39 pm
Forum: Standard/Enterprise Development
Topic: SQL Query Help
Replies: 7
Views: 1081

Re: SQL Query Help

The lender code (from the lookup) is not stored in the database. It's just stored in the LENINI field in the order itself.
by Gil McNeill
Mon Mar 25, 2019 1:13 pm
Forum: Standard/Enterprise Development
Topic: SQL Query Help
Replies: 7
Views: 1081

Re: SQL Query Help

Hi..unfortunately when an order is created in ProForm, the cost center that creates it is not saved. The cost centers are used in order creation only to give the user some options related to available Trust Account Codes and the way orders are named. A "workaround" for that would be to set up (in SP...
by Gil McNeill
Mon Dec 03, 2018 12:07 pm
Forum: Standard/Enterprise Development
Topic: Licensing Error - Haven't seen before
Replies: 2
Views: 682

Re: Licensing Error - Haven't seen before

I don't think it has to do with concurrent usage. Use of the API doesn't use up one of your SoftPro licenses. I believe the issue has to do with the account under which your service is running. That account doesn't have rights on the SQL server. When you run as a regular domain user, it works correc...
by Gil McNeill
Mon Oct 08, 2018 12:17 pm
Forum: Standard/Enterprise Development
Topic: Possible to Attach a Document to an Order?
Replies: 1
Views: 581

Re: Possible to Attach a Document to an Order?

Not via the Standard/Enterprise API. You can do it through the UI this way:

1. Open Proform
2. Open the order
3. Go to Tools\Attachments
by Gil McNeill
Mon Aug 28, 2017 8:57 am
Forum: Standard/Enterprise Development
Topic: Call to SPOpenFile does not seem to check csUserID passed in
Replies: 1
Views: 674

Re: Call to SPOpenFile does not seem to check csUserID passed in

For SPOpenFile...the user ID is used in the data file locking mechanism. So...if your app using the API has an order open, and a ProForm user tries to open the same order, they will receive a message indicating the the order is already open...and who has it open. It may be helpful to add (via SPAdmi...