Search found 1290 matches

by BobRichards
Thu Aug 31, 2017 4:19 pm
Forum: Custom Order Rules
Topic: Changing Formula to COR
Replies: 5
Views: 2014

Re: Changing Formula to COR

You can do a similar calculation in the COR manually if you want. However, the RateTableCalc function is not a public method that is available through the API. In the OP and LP you can access the selected rate table and call a method to calculate the premium. It will be up to you to implement the pr...
by BobRichards
Wed Aug 23, 2017 9:54 am
Forum: Integration Development
Topic: 64 bit version of Select client?
Replies: 1
Views: 665

Re: 64 bit version of Select client?

We have bumped our head on that ceiling on occasion so we understand. However, there are no announced plans to move to a 64-bit platform that I am aware of.
by BobRichards
Mon Aug 21, 2017 5:21 pm
Forum: Standard/Enterprise Development
Topic: Where is the COM+ API?
Replies: 11
Views: 6713

Re: Where is the COM+ API?

The Select API is .NET compliant and is typically accessed by developers using the C# language. To effectively develop with Select, you need to get a copy of the API SDK from your SoftPro Customer Representative. In response to your desire for a COM interface, below is an excerpt from our SDK Help d...
by BobRichards
Fri Aug 11, 2017 3:25 pm
Forum: ReadyDoc Development
Topic: Phantom people in order contacts?
Replies: 3
Views: 1478

Re: Phantom people in order contacts?

No. I am not suggesting that Select will remember a deleted item in the order. I am not able to reproduce this error nor offer any advice. Is this an easily repeatable event? If so, can you send me a (small) doc that demonstrates the issue so I can pass it by the docs team for review?
by BobRichards
Fri Aug 11, 2017 3:21 pm
Forum: Integration Development
Topic: Want to mimic what the F2 key does In client
Replies: 1
Views: 711

Re: Want to mimic what the F2 key does In client

See the IOrderItem.Reset("property name") method in the SoftPro.OrderTracking.Client.Orders namespace in the Select SDK. It will also give example code.
by BobRichards
Wed Aug 09, 2017 4:29 pm
Forum: ReadyDoc Development
Topic: Phantom people in order contacts?
Replies: 3
Views: 1478

Re: Phantom people in order contacts?

I spoke to a documents developer and he postulates that {{Order.TitleCompanies.People.FullName}} is looking for the first Person in all the title companies. You would only use that type of construct if there were only only a single title company in the order. If you have multiple, you need to specif...
by BobRichards
Wed Aug 09, 2017 3:04 pm
Forum: Integration Development
Topic: Previewing a Document
Replies: 1
Views: 580

Re: Previewing a Document

Sorry, but these windows are not available to external packages. If you feel strongly about acquiring the same look and feel, you can contact the Custom Package group at SoftPro.
by BobRichards
Mon Jul 31, 2017 11:02 am
Forum: Integration Development
Topic: Retrieving order already open in UI
Replies: 1
Views: 689

Re: Retrieving order already open in UI

We support client packages getting the IOrder from document windows. This is one of the ways to do it by slightly modifying your code. Guid orderId = ... // Target order guid. // Get list of windows that could possibly hold orders. IWindowManager winMgr = GetService<IWindowManager>(); List<IWindowFr...
by BobRichards
Fri Jul 14, 2017 10:47 am
Forum: Automation Code Snippets
Topic: Set Ownership Profile in Automation Code Snippet
Replies: 1
Views: 1250

Re: Set Ownership Profile in Automation Code Snippet

This cannot be done. After writing a script to get the new IProfileInfo object and set the OwnershipProfile, I ran into errors when the automation process ran. After consulting with the automation team, we determined that Automation Processes cannot set this property. This is because the user id ass...
by BobRichards
Thu Jul 13, 2017 8:35 pm
Forum: ReadyDoc Visibility Conditions
Topic: Visibilty Conditions Examples
Replies: 6
Views: 17239

Re: Visibilty Conditions Examples

There is nothing special about any folder. Select client will have the old visibility rule in memory, though, so you may want to try closing the Documents window.