Search found 1291 matches

by BobRichards
Tue Nov 07, 2023 2:03 pm
Forum: Server
Topic: Filtering Out Templates, etc.
Replies: 2
Views: 6826

Re: Filtering Out Templates, etc.

The event passes in the current order and its prior version (if it exists). You are free to validate any other order properties you want. Perhaps you only care about orders with specific contacts - you can look at the Contacts collection. Perhaps you only care about orders that meet specific Order T...
by BobRichards
Mon Nov 06, 2023 11:21 am
Forum: Automation Code Snippets
Topic: How to identify Checklist tasks in a code snippet
Replies: 3
Views: 7019

Re: How to identify Checklist tasks in a code snippet

Congratulations on getting it working! Hope you don't mind but I edited your post to remove any URLs and email addresses to avoid the possibility of your services being spammed.

Thanks for posting the final product so others can use your example!
by BobRichards
Tue Oct 31, 2023 10:45 am
Forum: Automation Code Snippets
Topic: How to identify Checklist tasks in a code snippet
Replies: 3
Views: 7019

Re: How to identify Checklist tasks in a code snippet

Please repost and put Python code in a "code" block to preserve the whitespace if you have any further issue. You can use the 2023-10-31_10-37-30.jpg button to do this. The ChecklistTask object does not have a "Task" property. Use the field code browser to verify the properties a...
by BobRichards
Mon Oct 02, 2023 11:07 am
Forum: Installation and Setup
Topic: Error with SPS and login.
Replies: 1
Views: 4101

Re: Error with SPS and login.

Make sure you can log into the user account manually before proceeding. In the first error, the user you are using does not have any profile set in SPAdmin or has more than one. All users must have one or more profiles assigned to them. If there is more than one profile, they must have a default pro...
by BobRichards
Thu Sep 14, 2023 2:19 pm
Forum: General
Topic: Order LastModifiedOn Exceptions
Replies: 3
Views: 5097

Re: Order LastModifiedOn Exceptions

If you want to know when an order is saved: Subscribe to "IOrderStore.OrderSaved" event. This event is called by Select server during the process of an order save once it has passed all validation steps. If you do any lengthy processing here you will slow down all user saves. You might wan...
by BobRichards
Fri Sep 01, 2023 10:22 am
Forum: Shell (User Interface)
Topic: Custom UI Design in SoftPro Select shell
Replies: 1
Views: 7173

Re: Custom UI Design in SoftPro Select shell

Sorry but this is too broad in scope to be answered in this DevForum. You may want to contact the manager of our Custom Development department for additional information on this topic for the best solution to fit your needs. Contact Elliott.Potts@softprocorp.com.
by BobRichards
Tue Aug 22, 2023 6:05 pm
Forum: Custom Order Rules
Topic: Define Assignment CORs - Reference not working
Replies: 7
Views: 8115

Re: Define Assignment CORs - Reference not working

OK. We're half way there. If you bring up "ConsiderationAmount, InterestFromDate, or CopyFromPreviousAssignment" in the field code browser it will indicate the correct context as "ExistingLienAssignment". Pressing ALT+F6 with your cursor in the "ConsiderationAmount" fie...
by BobRichards
Tue Aug 22, 2023 4:48 pm
Forum: Custom Order Rules
Topic: Define Assignment CORs - Reference not working
Replies: 7
Views: 8115

Re: Define Assignment CORs - Reference not working

Your code is not being parsed as you expect by Select. Select uses underscores to separate the <Context>,<Field>, and <Aspect> portions of the identifier you give it. I does not look for a "Context" then examine the list of fields/custom fields for a legal field. It just breaks strings up ...
by BobRichards
Tue Aug 01, 2023 5:12 pm
Forum: Shell (User Interface)
Topic: License Key
Replies: 2
Views: 4115

Re: License Key

The ILicensing service may only available on the server service provider - I don't remember. However the code below will get the serial number for the first license it finds. All the licenses should have the same number. public GetLicenseKeys(SelectServer ss) { var licMgr = ss.GetService<ILicensing>...
by BobRichards
Mon Jul 31, 2023 10:45 am
Forum: ReadyDoc Visibility Conditions
Topic: 2 Conditions need to be met to show
Replies: 2
Views: 6222

Re: 2 Conditions need to be met to show

The easiest way, when you have a bunch of conditions that need to ALL be true, is create individual tests where you set a separate flag for each result status. Then at the very end, AND all the tests together in an IF statement. # Get state for first property. state = Order.Properties[0].Address.Sta...