Search found 1290 matches

by BobRichards
Mon May 22, 2023 7:47 am
Forum: Automation Code Snippets
Topic: Add Requirements/Exceptions via. Automation and have the Order Context Resolve
Replies: 8
Views: 13074

Re: Add Requirements/Exceptions via. Automation and have the Order Context Resolve

Is there anything useful in the lookup tables with respect to formulas or special text? Can you send me an example?
by BobRichards
Thu May 18, 2023 3:31 pm
Forum: Automation Code Snippets
Topic: Add Requirements/Exceptions via. Automation and have the Order Context Resolve
Replies: 8
Views: 13074

Re: Add Requirements/Exceptions via. Automation and have the Order Context Resolve

Sorry, I don't know why it was architected in this way. It has existed this way for so long without strong opposition that it is hard to say a change is needed - however good the reason. Ultimately it will boil down to the fact that the Select application provides additional functionality that was n...
by BobRichards
Wed May 17, 2023 1:50 pm
Forum: Automation Code Snippets
Topic: Add Requirements/Exceptions via. Automation and have the Order Context Resolve
Replies: 8
Views: 13074

Re: Add Requirements/Exceptions via. Automation and have the Order Context Resolve

You need to enter the Requirements (and Exceptions, if needed) as a formula. If you enter text in the "Edit Requirement and Exception" box then when the Code is entered, it treats the text as manually entered user text. Instead, put a formula in the requirement text box and enter your form...
by BobRichards
Fri May 05, 2023 1:53 pm
Forum: Integration Development
Topic: How to edit an order via a service that is currently Open by a ribbon
Replies: 4
Views: 3698

Re: How to edit an order via a service that is currently Open by a ribbon

I am not referring to PowerShell. Select is a client/server environment with the ability to add custom functionality to either side. By creating Shell Packages, you can add new or alternate functionality to the Select client application. Similarly, you can add Server Packages to add common functiona...
by BobRichards
Fri May 05, 2023 1:02 pm
Forum: Integration Development
Topic: How to edit an order via a service that is currently Open by a ribbon
Replies: 4
Views: 3698

Re: How to edit an order via a service that is currently Open by a ribbon

I believe the issue is that only one entity (Select app, client app, server, automation snippet, etc) can open the order as read/write at a time. Unless you have a Select 4.6 version with multiuser enabled, you can't get around this. Whenever you call IOrder.OpenOrder() (or it is called for you in t...
by BobRichards
Wed May 03, 2023 1:11 am
Forum: Automation Code Snippets
Topic: New endorsement trigger
Replies: 1
Views: 3621

Re: New endorsement trigger

Sorry but I don't see a way to use automation here. I will ask around to see if anyone else has any ideas. Just to make sure we are on the same page, I am assuming that "new endorsement situation" means "when a new endorsement has been added to the order". If you mean something e...
by BobRichards
Mon May 01, 2023 5:20 pm
Forum: Integration Development
Topic: Download Attachments
Replies: 1
Views: 2968

Re: Download Attachments

IAttachmentFile has a method to get the stream - IAttachmentFile.GetStream(). You must use this method to get the file contents.

Since the attachment is maintained in the Blob database, it does not make sense to provide a system file path to you.
by BobRichards
Fri Apr 21, 2023 9:08 pm
Forum: Server
Topic: IAttachmentFile error
Replies: 9
Views: 6241

Re: IAttachmentFile error

There are multiple permissions surrounding the Attachments area. The user must have the ProForm\Order\Attachments View permission to access attachments.
AttachmentPermissions.jpg
AttachmentPermissions.jpg (27.05 KiB) Viewed 4866 times
by BobRichards
Tue Apr 18, 2023 5:13 pm
Forum: Automation Code Snippets
Topic: Combine PDFs via Code Snippet
Replies: 1
Views: 3486

Re: Combine PDFs via Code Snippet

You can read and write order attachments but as far as I know, there is no built-in way to combine the PDF attachments together in Python. It can be done, though. If you want to find a third-party application with a .NET interface, write the code to pass it the attachments, retrieve the merged docum...
by BobRichards
Mon Apr 17, 2023 2:05 pm
Forum: Integration Development
Topic: Missing DLL?
Replies: 14
Views: 16399

Re: Missing DLL?

If you are writing a client package (or standalone executable that uses the client package), pull all the DLLs you need from a Select client install folder (for instance from "C:\Program Files (x86)\SoftPro\Select"). They are all there. If you need server package DLLs, get them from a serv...