Search found 91 matches

by Melissa McBerkowitz
Fri Nov 14, 2014 9:46 am
Forum: Integration Development
Topic: Assigning an order to a workflow in the API
Replies: 3
Views: 416

Re: Assigning an order to a workflow in the API

Yes. We plan to work on changes in this area during 2015, and will be adding a workflow API as part of that project. No confirmed timelines at this point, however.
by Melissa McBerkowitz
Mon Oct 27, 2014 8:41 am
Forum: Integration Development
Topic: Policy Schedules B1,B2 - Sample code needed
Replies: 8
Views: 802

Re: Policy Schedules B1,B2 - Sample code needed

Peter, I don't think this is a valid use case. When the user clicks Start Policy, it brings all exceptions from the commitment over to the policy. If you then used the Import feature to select all, you'd bring duplicates of each of those exceptions over to the policy. The Start Policy use case is th...
by Melissa McBerkowitz
Mon Jul 28, 2014 5:04 pm
Forum: Integration Development
Topic: Order Notes issue through API for version 3.3.3.6
Replies: 10
Views: 908

Re: Order Notes issue through API for version 3.3.3.6

The specific permission for notes is found in the SPAdmin Permissions tree under ProForm\Order\General\Note.
by Melissa McBerkowitz
Mon Jul 28, 2014 12:09 pm
Forum: Integration Development
Topic: Order Notes issue through API for version 3.3.3.6
Replies: 10
Views: 908

Re: Order Notes issue through API for version 3.3.3.6

User and date are now read only - they will be stamped for you automatically. The note Text property is not read-only unless you do not have permission to the note.
by Melissa McBerkowitz
Thu Jun 05, 2014 5:10 pm
Forum: Integration Development
Topic: Background/ASync Processes occuring during/after change even
Replies: 1
Views: 345

Re: Background/ASync Processes occuring during/after change

When you say "change event", are you talking about subscribing to the order save notification or are you looking at the order history change events directly? In v3.0, all change events (aka order history details) are written out via async processing so that there's no delay to the order save itself....
by Melissa McBerkowitz
Thu Jun 05, 2014 4:58 pm
Forum: Integration Development
Topic: 2.6 to 3.0 Vesting field changes
Replies: 1
Views: 255

Re: 2.6 to 3.0 Vesting field changes

New database location for that field without names is pfm.Principal.Vesting. The table pfm.Principal stores all data common to both the buyer and seller contact types.
by Melissa McBerkowitz
Mon May 05, 2014 4:56 pm
Forum: Integration Development
Topic: Who do I need to contact to obtain a 3.0 package license?
Replies: 2
Views: 339

Re: Who do I need to contact to obtain a 3.0 package license

I can help coordinate that. I'll email you directly.

Thanks!
Melissa
by Melissa McBerkowitz
Wed Mar 26, 2014 2:56 pm
Forum: Integration Development
Topic: Error when hitting API (version 198, WA DB)
Replies: 1
Views: 356

Re: Error when hitting API (version 198, WA DB)

Posting to note that we're working with you offline on this issue.
by Melissa McBerkowitz
Wed Mar 26, 2014 2:54 pm
Forum: Integration Development
Topic: Database View fields available via API
Replies: 1
Views: 322

Re: Database View fields available via API

Since these fields came from a custom view, not part of the standard application, they are not available via the API. You can get to the base data to calculate all of these items through the API, but in this case, it seems safer to pull the same data as the reports team is using in their view. I'd s...
by Melissa McBerkowitz
Wed Mar 26, 2014 11:03 am
Forum: Integration Development
Topic: Update status of Outgoing wire in Select 2.6
Replies: 1
Views: 246

Re: Update status of Outgoing wire in Select 2.6

There is no API in v2.6 for transactions, so there is no supported way to programmatically change an outgoing wire's status. We have added a transaction API in v3.0 that supports this.