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.
Search found 33 matches
- Thu Sep 23, 2021 9:32 am
- Forum: Shell (User Interface)
- Topic: Locking an order
- Replies: 7
- Views: 4426
- 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...
- 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?
- 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...
- 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
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
- 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?
- 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 ...
- 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
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
- 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...
- 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!
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!