Search found 57 matches
- Fri Apr 12, 2019 2:49 pm
- Forum: ReadyDoc Development
- Topic: Order.Properties.Taxes.BuyerTax.Amount
- Replies: 9
- Views: 8382
Order.Properties.Taxes.BuyerTax.Amount
So I am trying to pull values from the City/Town Taxes, County Taxes, Assessments, and Additional Taxes Screen but I cannot seem to identify what Field or method I must use to limit my results down to just the values from each screen. It appears that All values for these screens are stuffed under th...
- Fri Mar 29, 2019 3:45 pm
- Forum: Automation Code Snippets
- Topic: Close Order when Revenue has been Disbursed
- Replies: 1
- Views: 1817
Close Order when Revenue has been Disbursed
I am considering the use of Automation to change the Order Status to Closed when our Fees have been disbursed and the Orders Status is "Inprocess" or "Hold". As I see it I could use native automation conditions to check the order status and would have to use a code snippet to ide...
- Fri Mar 22, 2019 1:56 pm
- Forum: Automation Code Snippets
- Topic: First time using a Custom Fields in a Code Snippet
- Replies: 3
- Views: 2190
Re: First time using a Custom Fields in a Code Snippet
That did the trick and resolved the issue.
Thank you for your time and efforts.
Thank you for your time and efforts.
- Thu Mar 21, 2019 11:18 pm
- Forum: Automation Code Snippets
- Topic: First time using a Custom Fields in a Code Snippet
- Replies: 3
- Views: 2190
Re: First time using a Custom Fields in a Code Snippet
Ok, I made advancements on how to incorporate a custom field, however now I am running into an issue using the overall Context "Contacts" as opposed to a specific Context like "MortgageBrokers". I suspect this is because the custom field has not been defined on every Contact Type...
- Thu Mar 21, 2019 6:31 pm
- Forum: Automation Code Snippets
- Topic: First time using a Custom Fields in a Code Snippet
- Replies: 3
- Views: 2190
First time using a Custom Fields in a Code Snippet
I am creating a Code Snippet that needs to check the value of a Custom Field, which I have added to several of the Order Contact Types. However, the editor is interpreting the "#" as the start of a comment rather than the balance of the code. from System import * from SoftPro.ClientModel i...
- Wed Mar 06, 2019 2:10 pm
- Forum: Automation Code Snippets
- Topic: Add a Requested Task for each HOA/HMC Contact
- Replies: 6
- Views: 2706
Re: Add a Requested Task for each HOA/HMC Contact
Pradeepa,
Thank you for your response.
That is exactly what I needed. I wanted to use the Lookup Table Fields for a given code.
This issue is solved.
Regards,
Brian
Thank you for your response.
That is exactly what I needed. I wanted to use the Lookup Table Fields for a given code.
This issue is solved.
Regards,
Brian
- Fri Mar 01, 2019 8:04 pm
- Forum: Automation Code Snippets
- Topic: Add a Requested Task for each HOA/HMC Contact
- Replies: 6
- Views: 2706
Re: Add a Requested Task for each HOA/HMC Contact
Mr. Righards, Obviously, you are the expert so I do not mean any offense, but I have found the "First Time" actually works a bit different. I too thought that "First Time" meant that the Process would only fire "on the first save attempt of the order" and thought this m...
- Fri Mar 01, 2019 6:12 pm
- Forum: Automation Code Snippets
- Topic: SellerProceeds.Is1099Provided
- Replies: 5
- Views: 2201
Re: SellerProceeds.Is1099Provided
It is now working...
Thank you.
Thank you.
- Fri Mar 01, 2019 5:59 pm
- Forum: Automation Code Snippets
- Topic: SellerProceeds.Is1099Provided
- Replies: 5
- Views: 2201
Re: SellerProceeds.Is1099Provided
Just for a test, I tried hardcoding the Snippet to look specifically at the second seller, but this did not work either. from System import * from SoftPro.ClientModel import * from SoftPro.Select.Client import * def WasProvided(): if Context.Sellers[1].Proceeds.Is1099Provided == True: return True re...
- Fri Mar 01, 2019 5:53 pm
- Forum: Automation Code Snippets
- Topic: SellerProceeds.Is1099Provided
- Replies: 5
- Views: 2201
Re: SellerProceeds.Is1099Provided
Thank you for your reply. I change the code as follows but still had no luck detecting that the second seller has this field checked. For testing purposes, I have set this process to "Every Time" the order is saved. from System import * from SoftPro.ClientModel import * from SoftPro.Select...