Database View fields available via API

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sarroyo
Posts: 9
Joined: Wed Aug 22, 2012 10:41 am

Database View fields available via API

Post by sarroyo »

Our Boylan (SoftPro Select 2.x) implementation of our integration leveraged the database. The database had available some report views, which exposed some dervived fields. Specifically:

• Whichever of the following 3 dates occurs first is used as the closed date:
(1) First revenue transfer date (even if the transfer has been voided)
(2) First invoice sent date, unless “This invoice does not close the order” is checked (even if the invoice has been un-sent)
(3) Order completed date
• If an order status is changed to “Canceled” after there has been a revenue transfer or a sent invoice, then the revenue transfer/invoice sent date is the closed date

(These fields were provided by views: v_WSOBStatusByOrderID_FNF,

This there an availability of these fields within the SoftPro 3.x API?

If the view data is available, here are the fields we are interested in:
FirstInvoiceSent, FirstTransferPosted, FirstTrustAccountingDate, FirstCancelDate, CancelDate
Melissa McBerkowitz
Posts: 91
Joined: Wed Sep 10, 2008 3:33 pm
Location: Raleigh, NC
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Re: Database View fields available via API

Post by Melissa McBerkowitz »

Since these fields came from a custom view, not part of the standard application, they are not available via the API. You can get to the base data to calculate all of these items through the API, but in this case, it seems safer to pull the same data as the reports team is using in their view. I'd suggest you contact Brandon Ritchie to ask if he has a 3.0 version of that custom view (or something similar) for you to reference.
Melissa McBerkowitz
VP of Product Strategy, SoftPro
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