Mark Williams
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Recent activity by Mark Williams Sort by recent activity-
"Help" link should open a new window
CompletedCurrently if a user clicks the "HELP" link they are diverted to the help Wiki with no way to return to Schemeserve. I feel it would be better to open a new window instead.
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Add a filter (search box) to a table.
This function will turn one column of a table into a filter for another column. In this example my table is named "P1_Trade_Table",the search column is called "TradeSearch" and the dropdown to sear...
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Javascript page listener (how to run code only on specific pages)
The following code allows you to run a function when a specific page is loaded: if(document.loaded) { customJavascript();} else { if (window.addEventListener) { window.addEventListener('load', cus...
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Hide the first and last pages of the get quote process.
This function will hide the first and last pages of the get quote process for broker schemes. The first page asks if the user wishes to log on or select an existing client and the last page asks fo...
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Ability to use the question text in documents
We are finding that a lot of time is taken duplicating the questions asked in the question set in documents. For example, if we create a question "How many years have you been in business" with a f...
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Multiple Premises rating - page per premises
CompletedI would like to open a discussion re rating of multiple premises risks within schemeserve. There are a few options as far as I can see each with it's own pros and cons. I will share some of my idea...
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How do I use IncludeEndorsementFromLookup in a matrix
How do I use the IncludeEndorsementFromLookup Command in a matrix?
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Ability to use "Inception Date" and "Expiry Date" in a report formulas
CompletedWe have a requirement to use the "Inception Date" and "Expiry Date" fields in a report formula. They are available as fields (Record Inception Date) and (Record Expiry Date) but there is no way to ...
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How do I use "Inception Date" and "Expiry Date" in a report formula
I need to use the "Inception Date" and "Expiry Date" fields in a report formula but cannot see how to do it. I have tried the following: [Record.InceptionDate] [InceptionDate] [InceptionDate_Value]...
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Using _Cover within IF statements on Adjustment documents
We are having trouble using the _Cover in Adjustment Documents. It seems to work fine if we add a calculation question to the document on it's own but not if included in an if statement. Example as...