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Forum Guru
 
Group: Forum Members
Last Login: 6/1/2006 9:16:25 AM
Posts: 53, Visits: 123 |
| I'm trying to add the current status to a custom form but I can't find it in the list of fields and I can't figure out which fieldID status is stored in. FYI, The status I'm talking about is the one that shows on reports when you enter STAT.
Another problem I'm having is getting the amortization type in a custom form. It's all checkboxes in Point and I can't find the field in FieldID.xls that just stores the text value.Can anyone help? It seems like both of those should be available in the premade list of fields in Point's custom form builder. |
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Supreme Being
Group: Moderators
Last Login: 12/21/2008 11:16:31 PM
Posts: 837, Visits: 1,901 |
| | What version of Point do you have? With version 5.1, the loan status is stored as a numeric value in field ID 6022. Here are the numeric values: 1 - Opened
2 - Submitted
3 - Approved
4 - Clear to Close
5 - Docs
6 - Funded
7 - Recorded
8 - Closed
9 - Suspended
10 - Denied
11 - Cancelled You could use the Add Word Field feature in Word to setup some conditions based on the numeric values. http://www.calyxsupport.com/tips/custom_029.htm. For "Amortization Type" try using field ID 1243.
Bryan
Point Product Manager |
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Forum Guru
Group: Forum Members
Last Login: 6/1/2006 9:16:25 AM
Posts: 53, Visits: 123 |
| | I'm running 5.0 now. You're saying 5.1 is the first version to store status in a field? What did everyone do before now? No status' in custom forms? If I just upgrade all the PCs to 5.1 will it start working or do I have to open and close each file to get the data into the new field? |
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Sepal
Group: Moderators
Last Login: Today @ 4:06:35 PM
Posts: 1,183, Visits: 9,261 |
| If every one is on 5.1 then when they print your custom form the file will be opened and updated so it will work.
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post.  |
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Supreme Being
Group: Moderators
Last Login: 12/21/2008 11:16:31 PM
Posts: 837, Visits: 1,901 |
| Before 5.1 the loan status was not stored directly in a Point file. The loan status was actually determined on "runtime" by the report's STAT field.
Bryan
Point Product Manager |
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Forum Guru
Group: Forum Members
Last Login: 6/1/2006 9:16:25 AM
Posts: 53, Visits: 123 |
| | So is there a way I can get the Status to show up on a custom form in 5.0? |
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Sepal
Group: Moderators
Last Login: Today @ 4:06:35 PM
Posts: 1,183, Visits: 9,261 |
| Yes and no, there is not a given indicator stored for file status in 5.0. However you can always write script to look at all of the tracking dates and display the applicable status from there. ( track->track general)
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post. |
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Forum Guru
Group: Forum Members
Last Login: 6/1/2006 9:16:25 AM
Posts: 53, Visits: 123 |
| | Ouch, I think I'll just upgrade everyone. Sounds easier. Thanks a lot. |
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