Automation Code Snippets

New Topic

35 topics

Topics

Replies

Views

Last post

Reset Field with Action Code Snippet

Last post by smstreet83 « Wed Apr 07, 2021 11:57 am
Replies: 2
by smstreet83 » Tue Apr 06, 2021 12:57 pm

2 Replies

12 Views

Last post by smstreet83
Wed Apr 07, 2021 11:57 am
Readydoc merge, publish and distribute to attachments

Last post by BobRichards « Wed Mar 31, 2021 2:10 pm
Replies: 3
by cporter » Thu Mar 25, 2021 10:49 am

3 Replies

78 Views

Last post by BobRichards
Wed Mar 31, 2021 2:10 pm
How-To: Using Lookup Tables in Automation Snippets

Last post by BobRichards « Thu Jan 28, 2021 5:17 pm

by BobRichards » Thu Jan 28, 2021 5:17 pm

0 Replies

75 Views

Last post by BobRichards
Thu Jan 28, 2021 5:17 pm
Processing of Requirements

Last post by BobRichards « Wed Jan 13, 2021 9:42 pm
Replies: 1
by B_Hinote » Tue Jan 12, 2021 1:39 am

1 Replies

72 Views

Last post by BobRichards
Wed Jan 13, 2021 9:42 pm
Using "Contains" in Mapping

Last post by BobRichards « Wed Nov 11, 2020 6:40 pm
Replies: 1
by SGore » Wed Nov 11, 2020 6:11 pm

1 Replies

94 Views

Last post by BobRichards
Wed Nov 11, 2020 6:40 pm
Automated Reports

Last post by BobRichards « Wed Oct 28, 2020 3:19 am
Replies: 3
by kendale.wyatt » Thu Oct 22, 2020 5:57 pm

3 Replies

734 Views

Last post by BobRichards
Wed Oct 28, 2020 3:19 am
Get Value for Attachment Description

Last post by BobRichards « Tue Jul 28, 2020 9:24 pm
Replies: 3
by BobRichards » Tue Feb 05, 2019 3:33 pm

3 Replies

824 Views

Last post by BobRichards
Tue Jul 28, 2020 9:24 pm
Automation - Solving for a Null value in a contact

Last post by BobRichards « Thu May 07, 2020 5:17 pm
Replies: 1
by lsinn » Thu May 07, 2020 2:50 pm

1 Replies

1248 Views

Last post by BobRichards
Thu May 07, 2020 5:17 pm
Automation for Moving Documents to Folders

Last post by BobRichards « Mon Mar 02, 2020 1:02 pm
Replies: 10
by kendale.wyatt » Mon Oct 01, 2018 2:14 pm
1

2
10 Replies

3671 Views

Last post by BobRichards
Mon Mar 02, 2020 1:02 pm
Project Name Contains Specific Words

Last post by BobRichards « Tue Nov 12, 2019 3:51 pm
Replies: 7
by zhinze » Mon Nov 11, 2019 2:18 pm

7 Replies

1457 Views

Last post by BobRichards
Tue Nov 12, 2019 3:51 pm
Add Note to Task

Last post by kylecrosland « Wed Oct 16, 2019 5:46 pm
Replies: 2
by kylecrosland » Wed Oct 16, 2019 12:03 pm

2 Replies

911 Views

Last post by kylecrosland
Wed Oct 16, 2019 5:46 pm
Days since Task Completed

Last post by B_Hinote « Mon Aug 19, 2019 5:54 pm
Replies: 5
by B_Hinote » Wed Aug 14, 2019 1:19 am

5 Replies

1070 Views

Last post by B_Hinote
Mon Aug 19, 2019 5:54 pm
Issue with Document is Attached Evaluation

Last post by BobRichards « Mon Aug 19, 2019 1:18 pm
Replies: 1
by LBergmanxxxxx » Thu Aug 15, 2019 3:50 pm

1 Replies

724 Views

Last post by BobRichards
Mon Aug 19, 2019 1:18 pm
Automation Code Snippet for specific Order Suffix

Last post by BobRichards « Fri Jul 26, 2019 3:24 pm
Replies: 1
by lsinn » Fri Jul 26, 2019 2:56 pm

1 Replies

631 Views

Last post by BobRichards
Fri Jul 26, 2019 3:24 pm
Populate Custom Field with Automation Code Snippet

Last post by BobRichards « Thu Jul 11, 2019 3:09 pm
Replies: 3
by smstreet83 » Mon Jul 08, 2019 2:47 pm

3 Replies

875 Views

Last post by BobRichards
Thu Jul 11, 2019 3:09 pm
Automation and Checkbox

Last post by BobRichards « Tue May 07, 2019 9:28 am
Replies: 5
by kendale.wyatt » Fri May 03, 2019 5:41 pm

5 Replies

1011 Views

Last post by BobRichards
Tue May 07, 2019 9:28 am
Close Order when Revenue has been Disbursed

Last post by BobRichards « Tue Apr 02, 2019 10:21 am
Replies: 1
by B_Hinote » Fri Mar 29, 2019 3:45 pm

1 Replies

737 Views

Last post by BobRichards
Tue Apr 02, 2019 10:21 am
First time using a Custom Fields in a Code Snippet

Last post by B_Hinote « Fri Mar 22, 2019 1:56 pm
Replies: 3
by B_Hinote » Thu Mar 21, 2019 6:31 pm

3 Replies

887 Views

Last post by B_Hinote
Fri Mar 22, 2019 1:56 pm
Create an Attachment Folder

Last post by BobRichards « Thu Mar 21, 2019 11:45 am
Replies: 11
by tmeisinger » Fri Mar 01, 2019 11:00 am
1

2
11 Replies

1800 Views

Last post by BobRichards
Thu Mar 21, 2019 11:45 am
Code Snippet for Loan Policy Number & Issued Date

Last post by BobRichards « Fri Mar 08, 2019 12:02 pm
Replies: 3
by bthorson » Thu Jun 28, 2018 3:45 pm

3 Replies

959 Views

Last post by BobRichards
Fri Mar 08, 2019 12:02 pm
Add a Requested Task for each HOA/HMC Contact

Last post by B_Hinote « Wed Mar 06, 2019 2:10 pm
Replies: 6
by B_Hinote » Thu Feb 28, 2019 11:29 pm

6 Replies

1138 Views

Last post by B_Hinote
Wed Mar 06, 2019 2:10 pm
SellerProceeds.Is1099Provided

Last post by B_Hinote « Fri Mar 01, 2019 6:12 pm
Replies: 5
by B_Hinote » Fri Mar 01, 2019 2:42 am

5 Replies

1009 Views

Last post by B_Hinote
Fri Mar 01, 2019 6:12 pm
Python Code - Fail condition if Other Contact Name is Present

Last post by BobRichards « Thu Dec 13, 2018 6:30 pm
Replies: 3
by rfeller » Thu Aug 09, 2018 2:00 pm

3 Replies

1090 Views

Last post by BobRichards
Thu Dec 13, 2018 6:30 pm
Template Automation "Error while committing context:Error: Object reference not set to an instance of an object."

Last post by BobRichards « Thu Dec 13, 2018 6:28 pm
Replies: 1
by rfeller » Thu Dec 13, 2018 6:21 pm

1 Replies

774 Views

Last post by BobRichards
Thu Dec 13, 2018 6:28 pm
Communicating with RESTful Web Services

Last post by BobRichards « Thu Dec 06, 2018 12:45 pm
Replies: 2
by BobRichards » Wed Nov 07, 2018 11:28 pm

2 Replies

896 Views

Last post by BobRichards
Thu Dec 06, 2018 12:45 pm

New Topic

35 topics

Return to Board Index

Forum permissions

You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum