SoftPro Developer Forum

For the first set of conditions, SystemDate is a function. Thus, it has to end with open- and close-parentheses. So, rewritten, it looks like: <IF (SystemDate() < “04/01/2017”)> REF (NSTitle_Letterhead##) <ELSE> REF (RLTitle_Letterhead##) </IF> For the second one, we use the formula function BeginsW...

If I understand your situation correctly, if Order.PolicyType is "Loan Only", then you want the 'Exclude from IRS submission' checkbox checked; otherwise, unchecked. That can be accomplished with the following code: Value = {{Order.PolicyType}} = "Loan Only" It should be remember...

For the functionality that you're trying to implement, I would suggest using the IEnvICE.RecentDocuments property. It should return the collection of the recent documents sorted from most recent to least recent.

Is there any way to add a condition that will always change? (i.e. Adding a test of a field that changes every time the user opens the order or something along these lines.) I am sure adding "AND 1<>2" will do nothing for this because 1 and 2 are not SoftPro Fields. That's not something y...

The formulas act just like any other rule in that they will only update if something that the formula is dependent upon changes. So, in the case of the formula you have posted, unless the Owner, IncludeOnRevenueReports, and/or Order.Number properties change, the formula will not be scheduled to re-r...

The SettlementType column does not have a related table in the 'zref' table space to join against. It is mapped against the public enumeration SettlmentType in the SoftPro.OrderTracking.Client.Orders namespace in the SoftPro.OrderTracking.Client assembly. Looking at this enumeration, 0 corresponds t...

The issue is that you MUST return a value for a line in order for the formula to successfully execute; otherwise, the system does not know what to do with an empty value (either because it wasn't set in the formula or the Value variable was set to the empty string). For example, modifying your code ...

The equivalent to IndivOrOrg would be to use the BuyerSellerType property of the Buyer (or Seller) and compare the value to "Male", "Female" or "Joint". If it is any of these values, then the Buyer/Seller is considered an individual; otherwise, it's an organization.

When interacting with the API, you should be using the IOrder and IOrderItem interfaces to get/set property values. So, your code snippet would be translated into the following (NOTE: I have a variable named 'order' that is of type IOrder): Dim existingLiens As IList = DirectCast(order("Existin...

In answer to your questions: 1.) The documentation related to the formula editor can be found at this URL: http://help.softprocorp.com/select/v4.0/softpro_Left.htm#CSHID=1163|StartTopic=content%2Fproform%2Fformula_editor%2Fformula_editor.htm|SkinName=selectskin_2 . 2.) The formula editor does not ha...