Search found 105 matches

by chris.brady
Mon Dec 12, 2016 10:19 am
Forum: Integration Development
Topic: Crystal Reports via API contains hyperlinks
Replies: 3
Views: 732

Crystal Reports via API contains hyperlinks

We've had pretty good luck recently generating some basic documents through the API after following instructions in the following forum posts. http://www.softprocorp.com/devforum/viewtopic.php?f=6&t=940#p4004 http://www.softprocorp.com/devforum/viewtopic.php?f=17&t=994&p=4288 However, we...
by chris.brady
Wed Dec 07, 2016 2:01 pm
Forum: Integration Development
Topic: Register customizations for multiple transactions
Replies: 2
Views: 614

Re: Register customizations for multiple transactions

Thanks Bob, we'll give it a try.
by chris.brady
Mon Dec 05, 2016 3:18 pm
Forum: Integration Development
Topic: Register customizations for multiple transactions
Replies: 2
Views: 614

Register customizations for multiple transactions

1) We would like to add a customization on the Register screen to be able to void or reprint multiple checks. Void and Reprint would be separate buttons. Each button would display a form that would allow a user to select which transactions (checks) they want to void or reprint. I’m assuming handling...
by chris.brady
Mon Dec 05, 2016 3:16 pm
Forum: Integration Development
Topic: How to Abort Ledger and Transaction changes
Replies: 4
Views: 803

Re: How to Abort Ledger and Transaction changes

Thanks. I completely missed that the Cancel property was there.
by chris.brady
Fri Dec 02, 2016 2:56 pm
Forum: Integration Development
Topic: How to Abort Ledger and Transaction changes
Replies: 4
Views: 803

Re: How to Abort Ledger and Transaction changes

Thanks Bob.

For the order saving, there's an errors collection, plus the Cancel method in the events. What's the equivalent here that would actually halt processing?
by chris.brady
Fri Dec 02, 2016 2:19 pm
Forum: Integration Development
Topic: How to Abort Ledger and Transaction changes
Replies: 4
Views: 803

How to Abort Ledger and Transaction changes

We currently do quite a bit of validation in a server package, adding errors to prevent an order from saving. We’d like to start doing the same in ProTrust and in the Register. What events can we handle to prevent a ledger from being updated, or a transaction from being posted? One specific example:...
by chris.brady
Wed Nov 16, 2016 10:04 am
Forum: Integration Development
Topic: Adding right-click context menu to document in doc tree
Replies: 1
Views: 615

Adding right-click context menu to document in doc tree

Is this possible?

Goal would be for us to have our own interface to show Document related info from here. I just want to know if there is a hook for us to place a Context menu, and to know the IDocument.ID (GUID) for the Document we've right-clicked on.
by chris.brady
Wed Aug 31, 2016 9:49 am
Forum: Integration Development
Topic: How to fire Exceptions and Subordinate matters dialog in API
Replies: 3
Views: 755

Re: How to fire Exceptions and Subordinate matters dialog in

Replicate the button press. I'd like to not have to reinvent the same dialog and backend if we can use yours.
by chris.brady
Fri Aug 26, 2016 12:31 pm
Forum: Integration Development
Topic: Open new order in shell that failed save validation
Replies: 1
Views: 472

Open new order in shell that failed save validation

When creating a new order through the UI, the new (unsaved) order opens in a new window, even if it encounters a save validation error on that initial save (validation errors are ours). If we create a new order through code, the same validation error generates an exception when trying to apply chang...
by chris.brady
Wed Aug 24, 2016 4:06 pm
Forum: Integration Development
Topic: How to fire Exceptions and Subordinate matters dialog in API
Replies: 3
Views: 755

How to fire Exceptions and Subordinate matters dialog in API

In the UI, if you go to the Policy- Scheduled B1, B2 screen, you can launch a dialog to add exception or subordinate matter (+), or Quick Add (++)

Is there any way to trigger these dialogs programmatically? If so, can you provide a snippet?