Search found 91 matches
- Fri Nov 14, 2014 9:46 am
- Forum: Integration Development
- Topic: Assigning an order to a workflow in the API
- Replies: 3
- Views: 588
Re: Assigning an order to a workflow in the API
Yes. We plan to work on changes in this area during 2015, and will be adding a workflow API as part of that project. No confirmed timelines at this point, however.
- Mon Oct 27, 2014 8:41 am
- Forum: Integration Development
- Topic: Policy Schedules B1,B2 - Sample code needed
- Replies: 8
- Views: 1063
Re: Policy Schedules B1,B2 - Sample code needed
Peter, I don't think this is a valid use case. When the user clicks Start Policy, it brings all exceptions from the commitment over to the policy. If you then used the Import feature to select all, you'd bring duplicates of each of those exceptions over to the policy. The Start Policy use case is th...
- Mon Jul 28, 2014 5:04 pm
- Forum: Integration Development
- Topic: Order Notes issue through API for version 3.3.3.6
- Replies: 10
- Views: 1787
Re: Order Notes issue through API for version 3.3.3.6
The specific permission for notes is found in the SPAdmin Permissions tree under ProForm\Order\General\Note.
- Mon Jul 28, 2014 12:09 pm
- Forum: Integration Development
- Topic: Order Notes issue through API for version 3.3.3.6
- Replies: 10
- Views: 1787
Re: Order Notes issue through API for version 3.3.3.6
User and date are now read only - they will be stamped for you automatically. The note Text property is not read-only unless you do not have permission to the note.
- Thu Jun 05, 2014 5:10 pm
- Forum: Integration Development
- Topic: Background/ASync Processes occuring during/after change even
- Replies: 1
- Views: 492
Re: Background/ASync Processes occuring during/after change
When you say "change event", are you talking about subscribing to the order save notification or are you looking at the order history change events directly? In v3.0, all change events (aka order history details) are written out via async processing so that there's no delay to the order sa...
- Thu Jun 05, 2014 4:58 pm
- Forum: Integration Development
- Topic: 2.6 to 3.0 Vesting field changes
- Replies: 1
- Views: 373
Re: 2.6 to 3.0 Vesting field changes
New database location for that field without names is pfm.Principal.Vesting. The table pfm.Principal stores all data common to both the buyer and seller contact types.
- Mon May 05, 2014 4:56 pm
- Forum: Integration Development
- Topic: Who do I need to contact to obtain a 3.0 package license?
- Replies: 2
- Views: 472
Re: Who do I need to contact to obtain a 3.0 package license
I can help coordinate that. I'll email you directly.
Thanks!
Melissa
Thanks!
Melissa
- Wed Mar 26, 2014 2:56 pm
- Forum: Integration Development
- Topic: Error when hitting API (version 198, WA DB)
- Replies: 1
- Views: 483
Re: Error when hitting API (version 198, WA DB)
Posting to note that we're working with you offline on this issue.
- Wed Mar 26, 2014 2:54 pm
- Forum: Integration Development
- Topic: Database View fields available via API
- Replies: 1
- Views: 456
Re: Database View fields available via API
Since these fields came from a custom view, not part of the standard application, they are not available via the API. You can get to the base data to calculate all of these items through the API, but in this case, it seems safer to pull the same data as the reports team is using in their view. I'd s...
- Wed Mar 26, 2014 11:03 am
- Forum: Integration Development
- Topic: Update status of Outgoing wire in Select 2.6
- Replies: 1
- Views: 395
Re: Update status of Outgoing wire in Select 2.6
There is no API in v2.6 for transactions, so there is no supported way to programmatically change an outgoing wire's status. We have added a transaction API in v3.0 that supports this.