SoftPro Developer Forum

Some of the reports stored in that table are word documents, and some of them are Crystal Report files. Perhaps it would be easier if this request for a copy of these reports was handled by our reports/docs groups? They can probably provide you with whatever you're trying to get.

I'm not sure I understand what you're trying to accomplish. Are you trying to get a copy of the ReadyDocs, as shown in the ReadyDoc Manager? Or are you trying to get a copy of a ReadyDoc that has been generated/rendered for a given Order (ends up in the Attachment area)?

I spun up a little sample app adding attachments to an Order to test this out. There are two additional properties which you will probably want to set: FileType and SubmittedDate. That being said, they're still not required. Here's the extent of what my app did: using (IOrder order = _orderTracking....

When attaching a file via the API, you should only need to manipulate a few fields as in the below example: C# private void AddAttachment( SoftPro.OrderTracking.Client.IOrder order, string file ) { SoftPro.OrderTracking.Client.IDocumentImage documentImage = order.DocumentImage.CreateNew( ); document...

Unfortunately, no. Attachments folders were added during a service pack in v2.6. Since it wasn't a major release, we didn't change the public interface.

The upcoming version of the API v3.0 should allow this level of manipulation.

Glad to hear you got it figured out.

To make sure that the user you're using is correctly associated with the profile that you need it to be associated with, please log into the application using the normal application icon. My guess is that you either have no profiles associated with that user, or you just don't have a default profile...

It depends on whether or not it's a "custom" login or not. A custom login username can be whatever you want it to be. A non-custom login is tied to the Windows Domain account name. When you talk about the "account the APIs run under", you ARE talking about the accounts that actua...

To find the default profile for a given user, you can use the below query: select t.UserName, pp.ProfilePath from ProfilePath pp inner join TrusteeToProfileMToN tp on tp.ProfileID = pp.ProfileID inner join Trustee t on t.ID = tp.TrusteeID where tp.IsDefault = 1 and t.UserName = 'YourUserNameHere' Th...

Yes, it should succeed. But currently the only way to, "...use this profile to manipulate the order" is to have that profile be the default profile for the user you're authenticating to the API with.