Search found 1290 matches

by BobRichards
Wed Jun 14, 2023 2:25 pm
Forum: ReadyDoc Visibility Conditions
Topic: How to check every seller
Replies: 8
Views: 8254

Re: How to check every seller

I want to determine if the AKA has printable characters in it - anything except spaces and tabs. The command " aka.strip() " removes all "whitespace" (non-printable characters like spaces and tabs from the front and end of the string). v = " \t hello ".strip() # v = &qu...
by BobRichards
Tue Jun 13, 2023 3:24 pm
Forum: Automation Code Snippets
Topic: Changing Ownership Profile via Automation
Replies: 3
Views: 5505

Re: Changing Ownership Profile via Automation

Order ownership? Which ownership are you refererring to?

I have not tried but you should be able to change order ownership in an automation snippet.
by BobRichards
Tue Jun 13, 2023 3:21 pm
Forum: ReadyDoc Visibility Conditions
Topic: How to check every seller
Replies: 8
Views: 8254

Re: How to check every seller

In this script, we examine all the sellers until we either find one with an AKA value or run out of sellers. At the top of the Sellers loop, we move to the next seller if it is any type of organization. If it isn't (therefore, Male, Female, Joint), then we examine the Individual1 AKA property for a ...
by BobRichards
Tue Jun 13, 2023 11:10 am
Forum: Installation and Setup
Topic: SDK installation and Documents
Replies: 1
Views: 2945

Re: SDK installation and Documents

The SoftPro Select SDK is only available from SoftPro. If you are interested in purchasing it, please contact your Customer Support Representative. The SDK requires Visual Studio 2019 and is not available from Microsoft. The SDK provides information on public interfaces and methods to help write app...
by BobRichards
Tue Jun 06, 2023 2:01 pm
Forum: ReadyDoc Development
Topic: Page Number Inconsistency
Replies: 2
Views: 3530

Re: Page Number Inconsistency

I'm sorry you are having this problem. Unfortunately, it is a limitation of our third party rendering agent. There is no solution that we are aware of except removing the page numbers.
by BobRichards
Thu Jun 01, 2023 1:35 pm
Forum: General
Topic: Connection to AWS
Replies: 5
Views: 5621

Re: Connection to AWS

Basically, I don't know how you are getting the information you are so I can't help. Is it from a database query or are you opening the order object and getting the information (the preferred way to get most information)? If you are using an AWS service to examine your Select SQL database, then many...
by BobRichards
Thu Jun 01, 2023 12:05 pm
Forum: General
Topic: Connection to AWS
Replies: 5
Views: 5621

Re: Connection to AWS

Please submit your code.
by BobRichards
Wed May 31, 2023 5:05 pm
Forum: Automation Code Snippets
Topic: Automate "X" in Pager field if there is a 2nd person under Selling Broker
Replies: 1
Views: 4342

Re: Automate "X" in Pager field if there is a 2nd person under Selling Broker

I assume you have set up an Automation Snippet to run "Everytime an order is saved". In that case, the order object is held in the variable "Context". from System import * from SoftPro.ClientModel import * from SoftPro.Select.Client import * Context.Project = str(DateTime.Now) Yi...
by BobRichards
Wed May 31, 2023 4:18 pm
Forum: Installation and Setup
Topic: OrderHistory Table and Update Tracking
Replies: 4
Views: 3598

Re: OrderHistory Table and Update Tracking

Sadly there is no easy way to detect changes to these items. The best bet is to create a server package that can detect changes to this area. You have two options: IOrderStore.OrderSaved - You are passed both the saved order and the version immediately before. You can compare any order properties of...