Search found 1290 matches

by BobRichards
Tue Oct 25, 2016 3:39 pm
Forum: General
Topic: Contact Field Requirements (4.1.6.1)
Replies: 3
Views: 834

Re: Contact Field Requirements (4.1.6.1)

The Contact.Name field can be a maximum of 150 characters. I'm not aware of any changes in this area. Can you provide an example?

Also, the Email field maximum is 255 characters.
by BobRichards
Tue Oct 25, 2016 2:16 pm
Forum: Business Rules
Topic: More FUN with Splits
Replies: 2
Views: 6179

Re: More FUN with Splits

First, a question. Are you going to validate that in each split field that the value after "% of" (the split basis) is set to "Final Premium to Split"? Otherwise the summation of percentages won't tell you the whole story. In the default order, the last four values are set to &qu...
by BobRichards
Thu Oct 20, 2016 10:41 am
Forum: Integration Development
Topic: OptionsPage and settings for our Shell Package
Replies: 7
Views: 954

Re: OptionsPage and settings for our Shell Package

1) Is it possible to keep the OptionsPage included but "Permission it" based on user/role? so certain ones cannot change or see it? You write the code for the options page. You can do as you wish. You can retrieve the current user in the UserControl and write the desired information. The e...
by BobRichards
Wed Oct 19, 2016 2:22 pm
Forum: Integration Development
Topic: OptionsPage and settings for our Shell Package
Replies: 7
Views: 954

Re: OptionsPage and settings for our Shell Package

To be clear, you don't have to have an options page in order to have settings persisted by Select - they are entirely separate. It is the ProvideOptionsPage attribute that provides an options page to the user. You control what the user can access since you have to write the UI. If you don't want the...
by BobRichards
Wed Oct 19, 2016 11:40 am
Forum: Integration Development
Topic: Multiple Products in Drop Down and how to set in API
Replies: 1
Views: 459

Re: Multiple Products in Drop Down and how to set in API

This is a good example of when to use the Field Code Browser to see the hierarchical structure of the Order model. If you navigate to TitleInsuranceCalculations (Order.Title.TitleInsuranceCalculations), you can see that this object is a collection of TitleInsuranceCollection objects. If you iterate ...
by BobRichards
Tue Oct 18, 2016 3:35 pm
Forum: Integration Development
Topic: OptionsPage and settings for our Shell Package
Replies: 7
Views: 954

Re: OptionsPage and settings for our Shell Package

The typical usage of the Options page and Settings for Shell packages is as follows: Create the collection of settings. You can persist strings, dates, and many other types. The OptionsSetting attribute allows you to provide the initial value. In this example, we will only use a single value. Howeve...
by BobRichards
Tue Oct 18, 2016 3:05 pm
Forum: Integration Development
Topic: OptionsPage and settings for our Shell Package
Replies: 7
Views: 954

Re: OptionsPage and settings for our Shell Package

Select will initialize the settings using the OptionsSetting attribute on the property when they are retrieved through the IConfigurationManager. The values are also persisted when Select closes. When you change the persisted settings to a value different from their default value, they will be writt...
by BobRichards
Thu Oct 13, 2016 11:32 am
Forum: Integration Development
Topic: Get Instrument Type from existing liens via api
Replies: 6
Views: 1022

Re: Get Instrument Type from existing liens via api

I can't simulate your problem even though I used your code sample. I used the following code: using SoftPro.OrderTracking.Client.Orders; using SoftPro.Select.Client; using SoftPro.Select.Client.Enumerations; // *** For IInstrumentType *** using System.Collections.Generic; using System.Linq; // Pass ...
by BobRichards
Tue Oct 11, 2016 3:47 pm
Forum: Integration Development
Topic: Custom Query Source
Replies: 1
Views: 586

Re: Custom Query Source

This is a good request, but is too complex for the Forum. I will add it to the Suggestion List for a future SDK.
by BobRichards
Tue Oct 11, 2016 3:43 pm
Forum: Integration Development
Topic: How do I audit an Overlay Order action?
Replies: 3
Views: 791

Re: How do I audit an Overlay Order action?

The overlay order number is captured to the Order History log. Open the order, click Order History then look for Overlay Order in the descriptions. If you double-click on the version record, you can see the order number that was overlaid.