Search found 53 matches

by mlevi
Tue Feb 10, 2015 10:23 am
Forum: Integration Development
Topic: Create Task from ILookupRow
Replies: 4
Views: 856

Re: Create Task from ILookupRow

Thanks Graham. This definitely answers our question. We were hoping that there was some API call that we can use to populate a new task based off of a record in the task lookup table. If that isn't built in, then we'd need to set task properties from the appropriate column. Being that there are diff...
by mlevi
Mon Feb 09, 2015 2:41 pm
Forum: Shell (User Interface)
Topic: Persist Error and Warnings
Replies: 8
Views: 1393

Re: Persist Error and Warnings

To my knowledge nothing else. The handler is bound when the order is opened, and when the specified property is changed the handler fires. Some conditions are checked and if they are satisfied, we just add the warning to the error list. We don't have any code that would clear the IErrorList. We did ...
by mlevi
Mon Feb 09, 2015 1:43 pm
Forum: Shell (User Interface)
Topic: Persist Error and Warnings
Replies: 8
Views: 1393

Re: Persist Error and Warnings

Thanks Bob for your help. We're actually running into another issue. We've got a INotifyPropertyChanged handler that based on certain conditions, adds a warning to the Errors and Warnings tab. The warning appears on the tab, but after a moment it is removed from the list. How can we get that to appe...
by mlevi
Thu Feb 05, 2015 11:37 am
Forum: Integration Development
Topic: Create Task from ILookupRow
Replies: 4
Views: 856

Create Task from ILookupRow

Is there any way to create either a Checklist or Requested Task from a lookup record from the task lookup table? On Contacts there is a LookupCode that can be used to set this up. Is there anything like that for Tasks? If not, then how can we programmatically map the row values to the task propertie...
by mlevi
Tue Feb 03, 2015 4:02 pm
Forum: Shell (User Interface)
Topic: Persist Error and Warnings
Replies: 8
Views: 1393

Persist Error and Warnings

Hi, We're using the code below to add an error to the "Errors and Warnings" tab. IErrorList errorList = ss.GetService<IErrorList>(); OrderUri uri = new OrderUri(order.Identifier, ""); errorList.Add("an error has occured", ErrorKind.Error, uri); errorList.Show(); However...
by mlevi
Thu Jan 29, 2015 10:18 am
Forum: Shell (User Interface)
Topic: Access SoftPro TextBox
Replies: 1
Views: 656

Re: Access SoftPro TextBox

I actually found a way to do this this based on the post by John Morris at http://www.softprocorp.com/devforum/viewtopic.php?f=6&t=633&p=2691&hilit=task . First we cast the premium calculation field to an INotifyProertChanged object and add a property changed listener. dynamic o = active...
by mlevi
Mon Jan 26, 2015 5:10 pm
Forum: Shell (User Interface)
Topic: Access SoftPro TextBox
Replies: 1
Views: 656

Access SoftPro TextBox

We'd like to access a TextBox (or perhaps we should use the SoftPro.Select.Controls.FieldBox class) that exists in the SoftPro UI, and bind a an event handler (ValueChanged) to it. The particular field that we're looking at is Order.Title.TitleInsuranceCalculations.OwnersPolicy.PremiumCalculation.Co...
by mlevi
Thu Jan 22, 2015 6:57 pm
Forum: Shell (User Interface)
Topic: Automatically set "My Screens"
Replies: 6
Views: 1279

Automatically set "My Screens"

We'd like to implement code that once an order is opened, if certain criteria (based on order data) are met, the code should set the Screen to display for that order.

Do shell packages have the ability to automatically set the "My Screen"?

Thanks
by mlevi
Thu Jan 22, 2015 6:41 pm
Forum: Shell (User Interface)
Topic: Force profile based on order
Replies: 4
Views: 1205

Re: Force profile based on order

Thanks for the quick response. As per your advice, we will rethink our approach with regard to forcibly setting the active profile. The answer to point 2 is exactly what we were looking for. We did read the SDK topic "Cookbook -> Shell Packages -> How do I get the Active Order", however th...
by mlevi
Thu Jan 22, 2015 1:41 pm
Forum: Shell (User Interface)
Topic: Force profile based on order
Replies: 4
Views: 1205

Force profile based on order

We'd like to have our shell package check at the time that a user opens an order, and based on various criteria, force that user into a specific profile. We're having a couple of issues. 1. How can we detect from a shell package when an order is being opened? 2. How to examine the order details, to ...