Search found 105 matches

by chris.brady
Tue Aug 01, 2017 4:33 pm
Forum: Integration Development
Topic: Adding stamp when rendering document through API
Replies: 2
Views: 804

Re: Adding stamp when rendering document through API

Based on your comment with the watermark in the print pipeline, we were able to work something out to get this to work. One of my guys wrote up some code. It doesn't contain all the code to tie into the print pipeline, but hopefully someone will find it useful. public class TestPrintJobItem : PrintJ...
by chris.brady
Thu Jul 27, 2017 12:55 pm
Forum: Integration Development
Topic: Adding stamp when rendering document through API
Replies: 2
Views: 804

Adding stamp when rendering document through API

When distributing a document via the document tree UI, there's an option to add a Stamp (Confidential, Estimated, Draft, ProForma, etc).

Is there a way to do the same thing when rendering the doc through the API? If so, can we see a small code snippet?

Thanks.
by chris.brady
Wed Jul 12, 2017 4:04 pm
Forum: Integration Development
Topic: Printing Checks
Replies: 4
Views: 1157

Re: Printing Checks

Understood that reprinting is beyond the scope of the forums, but what about just posting and printing checks? If we post a check transaction, it doesn't print, and it doesn't pull in the check number into the transaction reference number field. Are you saying standard check printing is also out of ...
by chris.brady
Fri Apr 28, 2017 11:58 am
Forum: Integration Development
Topic: Setting tags using IOrderItem interface
Replies: 1
Views: 612

Setting tags using IOrderItem interface

Are there any restrictions to adding tags to IOrderItem objects? I'm running into an issue with adding a tag on an item of type "AdditionalTax". IEnumerable<dynamic> SpTaxes = DOrder.Properties[0].Taxes; dynamic ac = Order.CreateNew("AdditionalTax"); ac.Description = "A Tax&...
by chris.brady
Fri Apr 21, 2017 12:37 pm
Forum: Integration Development
Topic: Next Available HUD/CDF line functionality
Replies: 1
Views: 731

Next Available HUD/CDF line functionality

In the UI on several screens, such as the Tax calculation screens, you can pick “next available” line to have information automatically pushed to the HUD/CDF. Is there a way to trigger this same behavior through the API? While I understand we can just find the next line with no description and add t...
by chris.brady
Tue Apr 04, 2017 3:52 pm
Forum: Integration Development
Topic: Disable SoftPro email functionality
Replies: 1
Views: 581

Disable SoftPro email functionality

I wasn't able to locate a permissions-based approach either through SPAdmin or the online FAQ (though I might have missed it), so I'm posting to see if there's a programmatic solution. If there is, in fact, a non-programmatic way, any guidance would be appreciated. We'd like to be able to control ho...
by chris.brady
Fri Mar 17, 2017 1:43 pm
Forum: Integration Development
Topic: Finding original voided check
Replies: 1
Views: 565

Finding original voided check

Whenever a check is voided in the register, it creates a new pending transaction record for the check. Using information from the new check, is there an easy with to find the original voided check through the API? Even if someone canceled the check 10 times, I'd like to know how to track back to tha...
by chris.brady
Thu Jan 05, 2017 1:22 pm
Forum: Integration Development
Topic: Add Commitment Requirements with field codes
Replies: 2
Views: 648

Re: Add Commitment Requirements with field codes

I could see that for something we're adding new, but we saw the same behavior with changing the lookup code on an existing requirement. We also tried an IOrderItem.Reset on the lookup code before repopulating it, but saw no change in behavior. It still had the squigglies, without pulling in the fiel...
by chris.brady
Fri Dec 30, 2016 12:39 pm
Forum: Integration Development
Topic: Add Commitment Requirements with field codes
Replies: 2
Views: 648

Add Commitment Requirements with field codes

I'm trying to modify or add requirements to Schedule B on a commitment through the API, and the lookup codes we're using has a field code reference in it, e.g. {{Order.Sellers.Name}} When I try this through the UI, it works correctly and pulls in the seller name. However, when doing this through the...
by chris.brady
Mon Dec 12, 2016 1:54 pm
Forum: Integration Development
Topic: Crystal Reports via API contains hyperlinks
Replies: 3
Views: 732

Re: Crystal Reports via API contains hyperlinks

Whatever the fix is, it would be cool to have this hyperlink behavior as an option -- we just don't want it 99% of the time.

Any ideas which release this fix is scheduled for?