Search found 33 matches

by dutil
Thu Sep 23, 2021 9:32 am
Forum: Shell (User Interface)
Topic: Locking an order
Replies: 7
Views: 4426

Re: Locking an order

4.6.11

By default they're opening in multi-user mode. In this specific case we want to just open the order in Single User Access mode to prevent other users from opening the order while the user who opened is doing something.
by dutil
Wed Sep 22, 2021 4:59 pm
Forum: Shell (User Interface)
Topic: Locking an order
Replies: 7
Views: 4426

Locking an order

Hello, We're using the following to open an order in the UI but we want to open it with Single User Access. Is there a way to do that? var orderMoniker = new OrderUri(OrderKind.Order, orderInfo.Identifier); _package.GetService<IShell>().OpenStandardEditor(orderMoniker); var commandManager = _package...
by dutil
Fri Sep 03, 2021 5:50 pm
Forum: Integration Development
Topic: Printing Checks when Disbursing Ledger
Replies: 2
Views: 933

Re: Printing Checks when Disbursing Ledger

Anyone have an ideas or suggestions?
by dutil
Thu Aug 26, 2021 11:17 am
Forum: Integration Development
Topic: Printing Checks when Disbursing Ledger
Replies: 2
Views: 933

Printing Checks when Disbursing Ledger

We are trying to disburse funds via the API (we want to recreate the disburse process that's in the UI) and have modeled our solution to be very similar to the one found in this post: https://devforum.softprocorp.com/viewtopic.php?f=6&t=817&p=3513&hilit=disburse+check#p3513 Everything wo...
by dutil
Wed May 12, 2021 2:19 pm
Forum: Integration Development
Topic: 360 Integrations
Replies: 6
Views: 1427

Re: 360 Integrations

Hey Bob,

I understand that, what we really would like is the ability to access the 360 transaction statuses for an order from the order saving event.
We were hoping they exposed something like that through a generic Select API.

Thanks,

Kent
by dutil
Wed May 12, 2021 1:27 pm
Forum: Integration Development
Topic: 360 Integrations
Replies: 6
Views: 1427

Re: 360 Integrations

We want to create a new task on an order where 360 was used to eRecord documents and have the user who submitted the recording be the one who created the task. We tried doing it using the UI automation and the created user is the "Automation Account". Any ideas?
by dutil
Fri Feb 19, 2021 1:28 pm
Forum: General
Topic: Formula Editor Escape Character
Replies: 1
Views: 841

Formula Editor Escape Character

Hello, Is there an escape character that can be used to insert special characters within a string value in the formula editor? We have some automation that writes formulas to different fields but we could not find how to escape certain characters, specifically quotation marks. E.g. We would like to ...
by dutil
Mon Nov 23, 2020 10:00 pm
Forum: Integration Development
Topic: 360 Integrations
Replies: 6
Views: 1427

360 Integrations

Hello,

We would like to set up some order-based task automations for when a doc comes back from 360.
Is it possible to check the 360 queue for transaction status changes from the API?

Thanks in advance
by dutil
Thu Jun 11, 2020 5:19 pm
Forum: Integration Development
Topic: User Impersonation
Replies: 1
Views: 1165

User Impersonation

Hello, Is there a way to impersonate a user within the API? We have a service running with an admin account that updates certain orders on behalf of a few users. We would like to have the user who triggered the change show up as the active user when calling code in the OrderSaving/Saved events on ou...
by dutil
Mon Jun 08, 2020 12:50 pm
Forum: Integration Development
Topic: Checklist Task Category
Replies: 5
Views: 1919

Re: Checklist Task Category

Bob,

The issue is when/why the field becomes unlocked/locked. We can't seem to figure out the circumstances that we are allowed to modify it.
Could you advise as to why the checklist task category would be locked/unlocked?

Thank you in advance!