Search found 16 matches

by DanChapin
Fri Jan 13, 2017 5:09 pm
Forum: Custom Order Rules
Topic: Looping through Commitment Exceptions looking for text
Replies: 5
Views: 1821

Looping through Commitment Exceptions looking for text

Hi Everyone, I am trying to loop through the commitment[1] exceptions in an order and search the text of the exception for a specific string. "24+ Year Title Chain" when/if it is found, I want to grab the entire exception text to place a copy in another field. Does anyone have any ideas to...
by DanChapin
Tue Oct 25, 2016 2:50 pm
Forum: Business Rules
Topic: More FUN with Splits
Replies: 2
Views: 6202

Re: More FUN with Splits

For anyone who is following along, here is what I came up with.... Thanks to Dan Van Fleet for the help. def Split_Percent_Validate(args): split = args.Context split1 = split.Parent.Split1 policy = split.Parent.Parent Order = args.Context.Root SplitPercent = 0 t = split1.Parent if Order.IsTemplate: ...
by DanChapin
Tue Oct 25, 2016 11:29 am
Forum: Business Rules
Topic: More FUN with Splits
Replies: 2
Views: 6202

More FUN with Splits

Any ideas how I can return the total of OwnersPolicy split 1 to split 5. I don’t want the dollar amount I want the total percent. So if split 1 is 10% and 2 is 20% and 3 is 18% and 4 and 5 are empty, I want it to return 48%........ I have the following code which gets the percentage entered into eac...
by DanChapin
Wed Oct 12, 2016 9:23 am
Forum: Business Rules
Topic: Iterating to return contacts .ReferenceNumber value
Replies: 1
Views: 2648

Re: Iterating to return contacts .ReferenceNumber value

FOLLOW UP: I found yesterday that other than by using a Business Rule, there is no way to get the value of a contacts ReferenceNumber field within an iterate by using the short @.ReferenceNumber. In a formula, it can only be accessed by using {{Order.Attorneys[1].ReferenceNumber}}. So with that info...
by DanChapin
Tue Oct 11, 2016 12:15 pm
Forum: Business Rules
Topic: Iterating to return contacts .ReferenceNumber value
Replies: 1
Views: 2648

Iterating to return contacts .ReferenceNumber value

Hi Everyone, I am working on a regular formula and nobody seems to be able to help me. I am simply trying to get the .Name and .ReferenceNumber from the 1st contact in the file marked as the source of business. I am using the following: Iterate {{Order.Contacts}} from 1 to #{{Order.Contacts}} If(@.I...
by DanChapin
Wed Sep 28, 2016 4:38 pm
Forum: Custom Order Rules
Topic: Setting BillCode or SplitTo
Replies: 1
Views: 947

Setting BillCode or SplitTo

Hi Everyone, I am trying to set the BillCode dropdown field and the SplitTo dropdown based upon the value entered into a custom field (TEXT). If the User enters T in the SplitTo custom field, I want the SplitTo dropdown in the order to set to the T Contact. I am using the code below to do this and g...