SoftPro Developer Forum

In order to get your preferred result, our default would have to be make all folders and files hidden unless there is a Visibility rule to the contrary - that is not the way they work. All files (or preferably folders so you don't have to add visibility rules to every document) that you may wish to ...

The minimum requirements to open a stand-alone application that communicates to a mid-tier are to include the following DLLs as project references: SoftPro.Accounting.Client SoftPro.ClientModel SoftPro.Documents.Client SoftPro.Imaging.Client SoftPro.OrderTracking.Client SoftPro.OrderTracking.Workflo...

If you get the RTF text out of the field then put it right back in without modification and the print functionality works properly, then your textbox may be using a different RTF variant (there are several). Try comparing the before and after RTF generated for your RichTextBox control. Sorry, but I'...

The answer is no. You must reopen the order to see order information. The most "efficient" way may be irrelevant since the only way to guarantee you can open the order is to open it in a read-only mode. As far as I know, the only time Select gives you an open order is the OrderSaving event.

Yes. I this case I am filtering on the Underwriter.Name field, but you can use whatever you want (or multiple fields, too). return any(u.Name == 'First American' for u in Order.Underwriters) I would add one more function so the search becomes case insensitive. In this case, the underwriter names are...

No. Disability rules have no effect on Favorites folder contents.

If you are using notifications and you are trying to capture items that are being posted or voided (etc.) from the order ledger (or any other ledger), you should look into using the Fee Detail Changed notification. The XML message passed to the handler has information like the LedgerID (pt.Ledger ID...

This property is used internally and provides no additional information to other developers. If there is a specific need for more information, please let us know.

You had two issues with your COR. First is that you can only emit messages (RaiseError, RaiseWarning, RaiseInformation) inside Validate CORs (not Value as it was originally written). Second is that since the context for "OverTheLimit_150431#" is a Contact, you must get the checkbox value f...

There is not easy to way to get the entire order other than to open it. However, the event args do give much information regarding the proposed changes. If you want to view something unrelated to these changes (like set the Project Name, for instance), you have to open the order manually - in read o...