Automation Code Snippets

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Automation to add note if certain customer name chosen

Last post by bozora « Mon Sep 11, 2023 1:44 pm
Replies: 2
by bozora » Mon Sep 11, 2023 10:18 am

2 Replies

22 Views

Last post by bozora
Mon Sep 11, 2023 1:44 pm
How do a Add a blank line to the end of my Requirement or Exception Text

Last post by bcole « Fri Sep 08, 2023 3:46 pm
Replies: 4
by bcole » Tue Sep 05, 2023 4:26 pm

4 Replies

38 Views

Last post by bcole
Fri Sep 08, 2023 3:46 pm
Preform 360 Action by Automation

Last post by timothymeyer16 « Thu Aug 17, 2023 12:56 pm

by timothymeyer16 » Thu Aug 17, 2023 12:56 pm

0 Replies

21 Views

Last post by timothymeyer16
Thu Aug 17, 2023 12:56 pm
Apply Template From Automation

Last post by timothymeyer16 « Fri Aug 04, 2023 7:42 pm
Replies: 2
by timothymeyer16 » Thu Jul 20, 2023 11:11 am

2 Replies

82 Views

Last post by timothymeyer16
Fri Aug 04, 2023 7:42 pm
Adding a note to files that have a property address that startswith 0

Last post by aottilo « Mon Jun 19, 2023 10:28 am
Replies: 4
by aottilo » Thu Jun 15, 2023 2:17 pm

4 Replies

60 Views

Last post by aottilo
Mon Jun 19, 2023 10:28 am
Changing Ownership Profile via Automation

Last post by vmrvichin « Wed Jun 14, 2023 12:02 pm
Replies: 3
by B_Hinote » Thu Jun 08, 2023 12:13 pm

3 Replies

60 Views

Last post by vmrvichin
Wed Jun 14, 2023 12:02 pm
Automate "X" in Pager field if there is a 2nd person under Selling Broker

Last post by BobRichards « Wed May 31, 2023 5:05 pm
Replies: 1
by aottilo » Fri May 26, 2023 10:07 pm

1 Replies

42 Views

Last post by BobRichards
Wed May 31, 2023 5:05 pm
Add Requirements/Exceptions via. Automation and have the Order Context Resolve

Last post by B_Hinote « Wed May 31, 2023 3:07 pm
Replies: 8
by B_Hinote » Mon May 15, 2023 5:06 pm

8 Replies

100 Views

Last post by B_Hinote
Wed May 31, 2023 3:07 pm
New endorsement trigger

Last post by BobRichards « Wed May 03, 2023 1:11 am
Replies: 1
by tamar » Mon May 01, 2023 9:45 am

1 Replies

45 Views

Last post by BobRichards
Wed May 03, 2023 1:11 am
Get exceptions/requirements order by the screen displaying.

Last post by tamar « Mon May 01, 2023 7:09 am
Replies: 3
by tamar » Thu Mar 30, 2023 5:25 am

3 Replies

100 Views

Last post by tamar
Mon May 01, 2023 7:09 am
Combine PDFs via Code Snippet

Last post by BobRichards « Tue Apr 18, 2023 5:13 pm
Replies: 1
by elimalone19 » Tue Apr 18, 2023 4:30 pm

1 Replies

30 Views

Last post by BobRichards
Tue Apr 18, 2023 5:13 pm
Disambiguate Errors in Automation snippet

Last post by timothymeyer16 « Fri Mar 31, 2023 12:43 pm

by timothymeyer16 » Fri Mar 31, 2023 12:43 pm

0 Replies

61 Views

Last post by timothymeyer16
Fri Mar 31, 2023 12:43 pm
Remove a Requirement

Last post by BobRichards « Tue Mar 28, 2023 2:49 pm
Replies: 1
by hcastaneda » Tue Mar 21, 2023 6:11 pm

1 Replies

50 Views

Last post by BobRichards
Tue Mar 28, 2023 2:49 pm
How to know when ALL the Automation Rules have finished ?

Last post by BobRichards « Tue Mar 28, 2023 2:44 pm
Replies: 16
by toddsou » Tue Jul 26, 2022 2:46 pm
1

2
16 Replies

395 Views

Last post by BobRichards
Tue Mar 28, 2023 2:44 pm
Automatic notification in case of failure.

Last post by BobRichards « Tue Mar 28, 2023 2:37 pm
Replies: 3
by tamar » Sun Feb 19, 2023 5:02 am

3 Replies

87 Views

Last post by BobRichards
Tue Mar 28, 2023 2:37 pm
Update Trust Account with Automation

Last post by BobRichards « Tue Mar 21, 2023 10:19 am
Replies: 5
by elimalone19 » Wed Mar 15, 2023 5:38 pm

5 Replies

127 Views

Last post by BobRichards
Tue Mar 21, 2023 10:19 am
Is there a limit in the amount of processes that can run?

Last post by BobRichards « Mon Feb 20, 2023 11:32 am
Replies: 1
by tamar » Sun Feb 19, 2023 4:58 am

1 Replies

56 Views

Last post by BobRichards
Mon Feb 20, 2023 11:32 am
Get Value for Requested tasks due date

Last post by BobRichards « Wed Jan 18, 2023 6:57 pm
Replies: 3
by tamar » Thu Jan 12, 2023 7:29 am

3 Replies

115 Views

Last post by BobRichards
Wed Jan 18, 2023 6:57 pm
Automation Process sometimes gets stuck on status of 4

Last post by BobRichards « Mon Jan 09, 2023 4:58 pm
Replies: 3
by bcole » Thu Dec 15, 2022 11:20 am

3 Replies

102 Views

Last post by BobRichards
Mon Jan 09, 2023 4:58 pm
How to detect an event of "unlock order"

Last post by BobRichards « Thu Dec 15, 2022 1:02 pm
Replies: 1
by tamar » Wed Dec 14, 2022 7:26 pm

1 Replies

78 Views

Last post by BobRichards
Thu Dec 15, 2022 1:02 pm
Adding a new property triggering

Last post by BobRichards « Tue Dec 06, 2022 6:06 pm
Replies: 1
by codvisor » Mon Dec 05, 2022 2:43 pm

1 Replies

130 Views

Last post by BobRichards
Tue Dec 06, 2022 6:06 pm
Retrieving the value of a custom field

Last post by codvisor « Tue Nov 22, 2022 10:18 am
Replies: 2
by codvisor » Wed Nov 16, 2022 5:20 am

2 Replies

407 Views

Last post by codvisor
Tue Nov 22, 2022 10:18 am
Call a webhook from Code snippet

Last post by codvisor « Mon Nov 14, 2022 11:27 am
Replies: 2
by codvisor » Wed Nov 09, 2022 1:05 pm

2 Replies

80 Views

Last post by codvisor
Mon Nov 14, 2022 11:27 am
how to remove the default menu in ShellPackage Project

Last post by BobRichards « Thu Oct 20, 2022 10:22 am
Replies: 1
by dcerda » Wed Oct 19, 2022 10:21 pm

1 Replies

83 Views

Last post by BobRichards
Thu Oct 20, 2022 10:22 am
Exceptions/Requirements – Handling multiple references to order objects

Last post by normanc « Fri Oct 14, 2022 1:52 pm
Replies: 3
by toddsou » Thu Oct 06, 2022 5:02 pm

3 Replies

197 Views

Last post by normanc
Fri Oct 14, 2022 1:52 pm

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