Hello,
We would like to set up some order-based task automations for when a doc comes back from 360.
Is it possible to check the 360 queue for transaction status changes from the API?
Thanks in advance
360 Integrations
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Re: 360 Integrations
I have had to pass this question to a group that can answer this question. Unfortunately, many people are out this week so we may not have an answer until next week.
Sorry for the potentially slow turn around but it is in the queue.
Sorry for the potentially slow turn around but it is in the queue.
Bob Richards, Senior Software Developer, SoftPro
Re: 360 Integrations
The only automation available for 360 transactions is through the Select Automation subsystem. This will also expose the 360 transactions in a WorkList that can be queried within Select (not sure if there's a Select API for that).
If you could provide some more details about the workflow you're trying to achieve, I might be able to give some more specific direction.
If you could provide some more details about the workflow you're trying to achieve, I might be able to give some more specific direction.
Re: 360 Integrations
We want to create a new task on an order where 360 was used to eRecord documents and have the user who submitted the recording be the one who created the task. We tried doing it using the UI automation and the created user is the "Automation Account". Any ideas?
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- Posts: 1382
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Re: 360 Integrations
You cannot change the user during an Automation Snippet. Even if you could in this context, it would require you hard code the username and password in order to impersonate the user account and that would not be a best practice.
Bob Richards, Senior Software Developer, SoftPro
Re: 360 Integrations
Hey Bob,
I understand that, what we really would like is the ability to access the 360 transaction statuses for an order from the order saving event.
We were hoping they exposed something like that through a generic Select API.
Thanks,
Kent
I understand that, what we really would like is the ability to access the 360 transaction statuses for an order from the order saving event.
We were hoping they exposed something like that through a generic Select API.
Thanks,
Kent
Re: 360 Integrations
Unfortunately there is no Select API to access 360 transactions. The 360 transactions are managed internally within separate components.