Search found 57 matches

by B_Hinote
Fri Mar 01, 2019 4:34 pm
Forum: Automation Code Snippets
Topic: SellerProceeds.Is1099Provided
Replies: 5
Views: 2158

Re: SellerProceeds.Is1099Provided

I cannot seem to find a way to edit/add to my original post, so I am replying with the following information just in case it promotes someone to pity my feeble efforts. :-) The code that I was experimenting with is below, with several of my failed attempts commented out. I am reasonably sure that I ...
by B_Hinote
Fri Mar 01, 2019 3:52 pm
Forum: Automation Code Snippets
Topic: Add a Requested Task for each HOA/HMC Contact
Replies: 6
Views: 2673

Re: Add a Requested Task for each HOA/HMC Contact

Thank you for your response. I have used both "First Time" as well as "Every Time". It is currently set to "Every Time" because when it was set to "First Time" it only seemed to fire once regardless of adding Subsequent HOA/HMC Contacts during subsequent saves...
by B_Hinote
Fri Mar 01, 2019 2:42 am
Forum: Automation Code Snippets
Topic: SellerProceeds.Is1099Provided
Replies: 5
Views: 2158

SellerProceeds.Is1099Provided

I have been able to create simple Code Snippets, using examples and basic logic, but apparently, I am not getting how to check the value of the {{Order.Sellers.Proceeds.Is1099Provided}} Field. I assume that I need to use "for seller in Context.Sellers:" to loop through the Sellers. However...
by B_Hinote
Thu Feb 28, 2019 11:29 pm
Forum: Automation Code Snippets
Topic: Add a Requested Task for each HOA/HMC Contact
Replies: 6
Views: 2673

Add a Requested Task for each HOA/HMC Contact

I was asked to add a Requested Task for every HOA/HMC Contact that gets added to the order. It was indicated that this could only be done using code snippets, as the native functions will only trigger once. I created the following snippet to qualify when the HOA/HMC Contacts exceed the number of Req...
by B_Hinote
Tue Feb 05, 2019 2:42 pm
Forum: ReadyDoc Visibility Conditions
Topic: Receiving Error when Object was not set/used
Replies: 3
Views: 3756

Re: Receiving Error when Object was not set/used

Thank you for your response. It is greatly appreciated. :D
by B_Hinote
Mon Feb 04, 2019 9:16 pm
Forum: ReadyDoc Visibility Conditions
Topic: Receiving Error when Object was not set/used
Replies: 3
Views: 3756

Re: Receiving Error when Object was not set/used

Well if this is correct, I may have figured out how to fix it. The following code is no longer returning an error and appears to be working as expected. Is it correct or should change it another way? I added "str()" around the Order.Project field. Thank you. # Get state for first property....
by B_Hinote
Mon Feb 04, 2019 9:02 pm
Forum: ReadyDoc Visibility Conditions
Topic: Receiving Error when Object was not set/used
Replies: 3
Views: 3756

Receiving Error when Object was not set/used

I am not new to SoftPro, but defiantly new to Python. While I try to find time to learn the various syntax of the Language and then determine what I can and cannot use in SoftPro, I still need to add a few basic filters. :-) Based on looking at a few examples and the information in this forum, I cre...