Automation Code Snippets

New Topic

75 topics

Topics

Replies

Views

Last post

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

29 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

41 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

25 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

84 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

65 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

61 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

44 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

106 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

46 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

107 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

31 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

63 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

52 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

405 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

89 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

137 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

116 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

105 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

81 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

409 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

82 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

84 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

198 Views

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

New Topic

75 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