SoftPro Developer Forum

Also, in the field substitution case: if you leave the field code as is and don't try to imitate any replacement logic, our document rendering process will replace the field's value at the point the user renders a document containing the field.

In the current version, you'd walk through the lookup columns and assign those values to the order. In the next major release (Cameron, v3.0), we are integrating lookups into the order itself, so you will be able to set a key field value like Attorney Lookup Code and have that one change trigger the...

After the first time they are called, business rules only run again if one of their dependencies change. Every input is not necessarily a dependency. An input is only considered a dependency if it's value is checked during the rule's execution. Since your rule simply returns null, it takes no depend...

The problem is your join to the Loan table from TitleInsurancePremiumCalculation. TIPC.LoanID will be null for an owner's policy. Removing or updating those joins returns the owner's data as intended. Side note: Title.ID is guaranteed to be the same as Order.ID, so you can join directly from Order.I...

No solid ETA yet, but it will be later this year. The primary changes are improved performance and read/write APIs for nearly all the data that you couldn't access previously, including all the ProTrust/transaction data. We will be actively seeking developer feedback this summer, so if you'd be inte...

Not currently, but one will be available with the next major version (3.0) later this year. Until then, you could read the data from the table dbo.Holiday.

Both of those samples look correct and should work. You could also use "PayoffLenders" in place of "Contacts" so only the payoff lender contacts are passed into your rule. Since both of these paths return collections, your business rule parameters need to expect that. For example...

There's no way to set a default profile through SPAdmin, but you can set it by logging into Select as that user. You will be prompted to pick a profile and can set a default profile on that screen.

Yes, this is required configuration for each user. You can associate a user with a profile either on the SPAdmin User/Group screen (Profiles tab) or SPAdmin's Profile screen (Membership tab).

Also note, the current API does not support read-only access. The permissions specified for a user do not apply when the order is accessed through the API, where you always have full read-write access. This will also be changed in v3.0 so permissions apply both through the UI and through the API.