Search found 16 matches
- Thu Feb 25, 2021 12:48 pm
- Forum: Standard/Enterprise Development
- Topic: SQL database help
- Replies: 1
- Views: 5181
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...
- Mon Aug 03, 2020 3:22 pm
- Forum: Standard/Enterprise Development
- Topic: Custom Fields
- Replies: 1
- Views: 3850
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"
- Wed Jan 08, 2020 1:54 pm
- Forum: Standard/Enterprise Development
- Topic: Get UserInfo using windows network login
- Replies: 2
- Views: 4999
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.
Thank you.
- Mon Jan 06, 2020 12:45 pm
- Forum: Standard/Enterprise Development
- Topic: reading, writing PXT files
- Replies: 1
- Views: 3806
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...
- Mon Mar 25, 2019 4:04 pm
- Forum: Standard/Enterprise Development
- Topic: SQL Query Help
- Replies: 7
- Views: 5806
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...
- Mon Mar 25, 2019 2:39 pm
- Forum: Standard/Enterprise Development
- Topic: SQL Query Help
- Replies: 7
- Views: 5806
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.
- Mon Mar 25, 2019 1:13 pm
- Forum: Standard/Enterprise Development
- Topic: SQL Query Help
- Replies: 7
- Views: 5806
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...
- Mon Dec 03, 2018 12:07 pm
- Forum: Standard/Enterprise Development
- Topic: Licensing Error - Haven't seen before
- Replies: 2
- Views: 4097
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...
- Mon Oct 08, 2018 12:17 pm
- Forum: Standard/Enterprise Development
- Topic: Possible to Attach a Document to an Order?
- Replies: 1
- Views: 3804
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
1. Open Proform
2. Open the order
3. Go to Tools\Attachments
- 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: 3898
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...