PC for individual names of sellers and buyers

Discussions related to ReadyDoc development.
dokata
Posts: 17
Joined: Tue Sep 30, 2008 6:16 pm
Location: Honolulu, Hawaii

Re: PC for individual names of sellers and buyers

Post by dokata »

I also had this problem and to get around the blank page I used ReadyBloc for the general template and selected the PC at the Buyer/Seller level to include company and primary contact person and then within the document I enclosed the ReadyBloc in an IF statement

PC {{Order.Seller}}
-- page 1 prints for the first party or company
-- page 2 prints based on the following:
<IF (Not IsEmpty({{.Person[2].FullName}}))><REF (Template_BLK)></IF>
-- I could have used a FOREACH, but it was easier to control the printing this way as I needed to have a cover letter to just one party and forms printing for each individual (primary/secondary person)

I've never tried VAR and COUNT. Maybe I'll give it a shot.

Hope this helps in some way. ~ Debby
Melissa McBerkowitz
Posts: 91
Joined: Wed Sep 10, 2008 3:33 pm
Location: Raleigh, NC
Contact:

Re: PC for individual names of sellers and buyers

Post by Melissa McBerkowitz »

I'd like to see that happy dance, Dan. :) You can thank our dynamic doc duo, Mark and Shelby, for those great new features.
Melissa McBerkowitz
VP of Product Strategy, SoftPro
Miri Yosef
Posts: 67
Joined: Sun Oct 26, 2008 6:14 am

Re: PC for individual names of sellers and buyers

Post by Miri Yosef »

Dan,

I'm using the 2.2.20912.77 version. By the way what is the function of this VAR option mentioned in your last e-mail. As to your FOREACH suggestion, it doesn't work for organizational seller's that has no persons.

Thanks,
Miri Yosef
Mark McKenna

Re: PC for individual names of sellers and buyers

Post by Mark McKenna »

The <VAR> token provides a way to declare and use scalar variables within a document. Its a pretty open-ended concept but a few examples might help explain it:

Say you wanted to add up all the buyer amounts in HUD Lines 201 through 209:

Code: Select all

<VAR $value ( 0.00 )>
<FOREACH  {{.HudLine[{{.LineNumber}} >= 201 and {{.LineNumber}} <= 209] }} >
<VAR $value ( {{$value}} + {{.BuyerAmount}} )>
</FOREACH>
Value: {{$value}}
Or maybe if you wanted to prompt the user for a value and use that in a lot of places:

Code: Select all

<VAR $name ( <PROMPT TEXT25 ( What is your first name? )> )>
<IF ( {{$name}} = "Mark" )>
  <VAR $last ( <PROMPT TEXT25 ( What is your last name? )> )>
  <VAR $name ( {{$name}} + " " + {{$last}} )>
</IF>
Your name is {{$name}}.
Hi {{$name}}.
OK, that last one was a stretch from a practicality standpoint...
danvanf
Posts: 54
Joined: Fri Nov 07, 2008 10:45 am
Location: Dayton, Ohio
Contact:

Re: PC for individual names of sellers and buyers

Post by danvanf »

Hi Miri,

To use the VAR concept, you will need to be on the 2.3.x.x release, I'm sure you'll be upgrading soon. In the mean time, I've attached sample documents one for the 2.3 release, the other for 2.2. The Glenwood(2.2) Version should work fine as long as the Organization has Corporate Officers / Signees , it will give you an extra page. I can't render documents on my Glenwood version right now, so I'm not positive it will work, but it should.

Dan Van Fleet
Attachments
Miri Individual Names.doc
Morgan Version using VAR
(649.5 KiB) Downloaded 51 times
Miri Individual Names-GW.doc
Glenwood Version
(644.5 KiB) Downloaded 55 times
I blog at http://DanVanFleet.com on SoftPro and other things
danvanf
Posts: 54
Joined: Fri Nov 07, 2008 10:45 am
Location: Dayton, Ohio
Contact:

Re: PC for individual names of sellers and buyers

Post by danvanf »

Melissa McBerkowitz wrote:I'd like to see that happy dance, Dan. :) You can thank our dynamic doc duo, Mark and Shelby, for those great new features.
My head is bowed, and my hat's off to the duo! Thanks Mark and Shelby, good show! Being able to create and manipulate variables is Huge. There have been a number of times I've wanted to do this in STD and ENT, the want will be much larger with 69 multiples to play with. Good Show!

Now for that Dance:

Scroll the window, and blink your eyes to see the dance....

O.
.|.
/\


| 0
 \|.
  >\


  0 |
\|/
/<


  0
/|/
>\

| O
  \|/
   /<


<o |
\|/
>\


<o>
  |
  /<


  0>
<|/
>\


 | o|
  \|/
  / \


<Smile>

Mark thanks for the excellent example... And I loved the concept of the second one, asking the user something like do you want page breaks between legal descriptions is great. I'm looking forward to using, and bragging about VAR manipulation. Document control has just been raised to a whole new level!

Dan Van Fleet
I blog at http://DanVanFleet.com on SoftPro and other things
Miri Yosef
Posts: 67
Joined: Sun Oct 26, 2008 6:14 am

Re: PC for individual names of sellers and buyers

Post by Miri Yosef »

Thanks,

I guess I'll try to wait patiently to the 2.3 version
danvanf
Posts: 54
Joined: Fri Nov 07, 2008 10:45 am
Location: Dayton, Ohio
Contact:

Re: PC for individual names of sellers and buyers

Post by danvanf »

If I get my Glenwood version able to run again, I'll take a look there to see why my example doesn't work in 2.2.x.

Dan
I blog at http://DanVanFleet.com on SoftPro and other things
Miri Yosef
Posts: 67
Joined: Sun Oct 26, 2008 6:14 am

Re: PC for individual names of sellers and buyers

Post by Miri Yosef »

It work only as long as I have a signee for the organization.
danvanf
Posts: 54
Joined: Fri Nov 07, 2008 10:45 am
Location: Dayton, Ohio
Contact:

Re: PC for individual names of sellers and buyers

Post by danvanf »

HI Miri,
How about adding a page with something like this to find Organizations without people.

<FOREACH {{Order.Buyer}}>
<IF {{.INdivOrOrg}} = (whichever way the True False goes if it's an organization)>
<IF (ISEMPTY({{.Person[1].Name}} = TRUE))>
So if we are processing this line, we have found a buyer organization, where the first person does not exist, if the first person doesn't exist neither does any other person for the organization. Therefore Print a page because we have an organization without any people associated with it.
</IF></IF></FOREACH>

Of course you'd need the same thing for the {{order.Seller}} context to cover that multiple. I didn't really test the above code, so if you can't get it working, let me know and I'll put something together. I don't have the time to play this morning.

DanV
I blog at http://DanVanFleet.com on SoftPro and other things
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