Order Creation/Modification Via Overlay Using External Data
Posted: Tue Mar 18, 2014 7:02 pm
In a nutshell, what I'm basically trying to do is take a list of predefined key/value pairs from an external data source, and either create a new order or overlay an existing order, depending on whether a current order matching a Loan number exists. I've seen the existing 'Overlay Order' feature in the Select client and am wondering if/how this can be achieved programmatically.
To complicate matters, for existing orders, the incoming fields must be compared with the existing order fields, and for those that differ, the user must have the ability to view each side-by-side, and select which overlay values to save.
So, a couple of questions:
1. How, if at all, can the existing application and API be used to map, display and/or commit the overlay fields?
2. Can the .pfd/.pft formats be used in any way? I'm thinking of some sort of XSL transform or something similar with the incoming key/value data, but have no idea what format these files are in, as I don't have an example of one handy.
3. Keep in mind that I'm new to this, and am making assumptions about how the templates would work, but those assumptions could be completely wrong.
To complicate matters, for existing orders, the incoming fields must be compared with the existing order fields, and for those that differ, the user must have the ability to view each side-by-side, and select which overlay values to save.
So, a couple of questions:
1. How, if at all, can the existing application and API be used to map, display and/or commit the overlay fields?
2. Can the .pfd/.pft formats be used in any way? I'm thinking of some sort of XSL transform or something similar with the incoming key/value data, but have no idea what format these files are in, as I don't have an example of one handy.
3. Keep in mind that I'm new to this, and am making assumptions about how the templates would work, but those assumptions could be completely wrong.