Visibility Conditions

The user has an option to change the visibility of individual ReadyDocs and ReadyDoc tree folders with Python code. Code can be added and manipulated here to determine whether or not users see the corresponding documents & folders on the Documents screen in ProForm.

• ReadyDoc Properties: One of the final fields on this tab is the new visibility conditions option.



• Typing or pasting directly into this field will not change the condition here. In order to create and edit Python code, you must use the expression editor, accessible through the ellipses button.

• ReadyDoc Tree folder properties: Opening a tree, then a tree tab, then viewing the properties on a folder will allow for editing the folder name and provide access to the expression editor:



• Typing or pasting directly into this field will not change the condition here. In order to create and edit Python code, you must use the expression editor, accessible through the ellipses button.

 

Expression Editor

This editor accepts expressions in simplified Python language.

• Formulas may be copied and pasted into this scrollable text editor.
• Do not capitalize Python Keywords (i.e. return, if, else, and, or, is, in).
• Capitalization is required when using either True or False.
• Use capital letters when typing field codes as they appear in the Field code Browser (i.e. Order.TransactionType).
• Correct indentation is required.
• Python is a standard scripting language and many free tutorials are available online. For SoftPro-specific questions about Python conditions, please refer to SoftPro’s developer forum www.softprocorp.com/devforum.

 

Sample Expressions

• Default > Escrow & Closing > CDF Documents: If the settlement type of the order is CDF, the CDF Documents will display.
  • return Order.SettlementType == Order.SettlementType.CDF

  

• Default > Escrow & Closing > HUD-1 Documents: If the settlement type of the order is HUD-1, the HUD-1 Documents will display.
  • return Order.SettlementType == Order.SettlementType.HUD1

  

• Default > General > Invoice: Will display the Invoice doc IF an invoice exists on the order.
  • return any(invoice.Number for invoice in Order.Invoices)

  

• Default > General > Legal Description: The Legal Description document will display IF a legal description for any property has been entered in the order.
  • return any(prop.EscrowLegal.Description for prop in Order.Properties)