Automation Code Snippets

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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

15 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

80 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

76 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

73 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

95 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

825 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

3680 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

1459 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

913 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

1071 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

725 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

1012 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

740 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

1803 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

960 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

1139 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

1091 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

776 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

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