Questions?

Hi,

I have been trying to create a macro to run after a periodic job that creates invoice specifications which will add a specific category to the invoices specifications created. The reason is, we want to be able to distinguish which branch each provider invoice should be made out and confirm the providers invoice the correct branch.

The problem is, I cannot seem to find how to add a category to a provider invoice using a macro. If it were a custom field (which are not available for provider invoices for some reason), it would be straightforward.

Has anyone done anything similar before? 

We have a client that needs to keep each of their projects, and the researchers for each project, segmented. However, if we set up a single client with multiple contacts, they could go into the portal and see all of each other's projects. Is there a way to keep each project isolated? Any suggestions would be helpful! Maybe the answer is to eliminate access to the client portal? Are there any other thoughts?

Hello,

We offer a system of awarding finder's fees to our vendors and other people who bring in new business. Can XTRF help us track these commissions automatically as a percentage of each invoice? The only solutions we can think of is to create an additional Commission job for such projects and calculate the percentage manually. I'm sure there's a better way than this clunky workaround!

Thanks,

Grigori

is there any possible way to search the parent task of my selected activty for a certain activity type using macro ?

not sure if activity.task.activities is the right approach for this, any ideas ?

Hello,

My question is: how do others most efficiently get providers/translators to sign documents such as tems & conditions, work agreements, NDA's and also how to make sure that on onboarding they provide you with all of their necassery documentation such as CV, tax documents, educational documents etc. Is there a specific programm people use or some specific method simply to increase efficiency and organiztion?

How to check in XTRF Macros when value is a whole number or with decimal places and/or non-numeric values exists such as hyphens.

Example 1: Quote Value can be 0 
Example 2: Quote Value can be 0.00
Example 3: Quote Value can be -

We're trying to think about how to track referrals better and would love to use XTRF if that's possible. Has anyone done this effectively who is willing to share what they've done?

Thanks!

I try to connect to a database using xtrf macros and I get this error

invalid database address: jdbc:mysql://"HostIp:PortNumber"/"db name"

this is the code I am trying to connect to db with

try {
    String url = "jdbc:mysql://host:port/"
    String db = "database name"
    String userName = "username"
    String password = "password"

    Connection conn = DriverManager.getConnection(url + db,userName,password)}
    catch(Exception e){
        return e.getMessage()
    }

however the same code works fine on my machine when I try it on Intellij, is there something missing in my code ? 

I want to create a macro that sends emails to users, the sender is the already logged in admin email and the recipients are the selected users i want. what class should I be using in order to achieve that ?

My macro works just fine but I don't know how to make it send an email if the condition is true, can't seem to find the class responsible for sending emails and SendingEmailService seem to crash my macro , any help is appreciated.

thanks in advance.