SoftPro Developer Forum

So I am trying to pull values from the City/Town Taxes, County Taxes, Assessments, and Additional Taxes Screen but I cannot seem to identify what Field or method I must use to limit my results down to just the values from each screen. It appears that All values for these screens are stuffed under th...

I am considering the use of Automation to change the Order Status to Closed when our Fees have been disbursed and the Orders Status is "Inprocess" or "Hold". As I see it I could use native automation conditions to check the order status and would have to use a code snippet to ide...

That did the trick and resolved the issue.

Thank you for your time and efforts.

Ok, I made advancements on how to incorporate a custom field, however now I am running into an issue using the overall Context "Contacts" as opposed to a specific Context like "MortgageBrokers". I suspect this is because the custom field has not been defined on every Contact Type...

I am creating a Code Snippet that needs to check the value of a Custom Field, which I have added to several of the Order Contact Types. However, the editor is interpreting the "#" as the start of a comment rather than the balance of the code. from System import * from SoftPro.ClientModel i...

Pradeepa,
Thank you for your response.
That is exactly what I needed. I wanted to use the Lookup Table Fields for a given code.
This issue is solved.
Regards,
Brian

Mr. Righards, Obviously, you are the expert so I do not mean any offense, but I have found the "First Time" actually works a bit different. I too thought that "First Time" meant that the Process would only fire "on the first save attempt of the order" and thought this m...

It is now working...
Thank you.

Just for a test, I tried hardcoding the Snippet to look specifically at the second seller, but this did not work either. from System import * from SoftPro.ClientModel import * from SoftPro.Select.Client import * def WasProvided(): if Context.Sellers[1].Proceeds.Is1099Provided == True: return True re...

Thank you for your reply. I change the code as follows but still had no luck detecting that the second seller has this field checked. For testing purposes, I have set this process to "Every Time" the order is saved. from System import * from SoftPro.ClientModel import * from SoftPro.Select...