CommunityPlugin

Disclamer: This Plugin was created to use for free at your own risk. Always test this software in your test environment first.

Tutorials:

The Framework Part 1 - https://drive.google.com/file/d/1nBGG5AzUsoUA2_Vo8s2NjiyHiynMvjFm/view?usp=sharing
Installing the Plugin - https://drive.google.com/file/d/1y6gBqpOvgqb_0ZW59w5fp3xQhRLrDGdK/view?usp=sharing
Solutionizing Encompass - https://drive.google.com/file/d/1b0JPUy5-8RCYW0Wg6seE7SkBV0HcRtZw/view?usp=sharing
Finding Field Calculations - https://drive.google.com/file/d/1t8a5TlaGnIpaVwi0lcK6NSAZv5eplTNS/view?usp=sharing

Introduction: This Plugin was created as a free way for the community to have a way to modify any part of encompass. This also includes a nice single plugin structure that you can use to further develop this custom to your specifications. Please upload the Settings file in IFB.

Settings: In the CommunitySettings File you will see a variety of properties you can change to suite your needs. Please at the very least update the TestServer to your test server that way you can leave the Permission->AllAccess property blank if you are just testing.

Some of the Solutions include:

• Input Form Automator
• Email Trigger Automator
• Task Automator using Blocking Queue
• Home Counseling Automator
• Open Input Forms in Separate non Dialog windows
• Open eFolder Documents
• Sort Alerts
• Navigation Buttons
• Disable Services
• Doorbell
• Settings Grid Search
• Loan Folder Loan Count
• Lock Business Rules over multiple instances
• VIP Loans
• Open Loans Read Only
• Savable Pipeline Advanced Searches
• Pipeline Recolor
• Pipeline Loan Reassignment
• Show FIeldIDs when searching pipeline columns
• Impersonate another user
• Extract all settings from Encompass
• Customizable Loan Side Menu
• AND MORE

AutomateInputFormSet:

This is an option to setup a folder inside your InputFormSets Base Folder as 'Persona'. Inside you can create a workflow to apply IFS when a loan opens. You can use all of these prefixes and they apply in this order:

• User_{UserId}
• LoanType_{LoanTypeValue}_{Persona}
• Milestone_{MilestoneName}_{Persona}
• Persona_{Persona}
• Default

BackAndForward:

This is an option you will now see in the Forms/Tools/Services section to easily navigate between forms that have been opened already.

GridSearch:

This is an option you will now see in the Settings Menu to search any grid that pops up, self explanitory.

HCAutomate:

This is an option to Automate the closest 10 Home Counseling Providers triggerd by FR0108.

Impersonate:

This is an option you will see in the Community Top Menu to impersonate a user as a Super Admin.

KickEveryoneOut:

This is an option to created by Nikolai (EncompDev.com) to kick every non superadmin user out at 4AM and close Encompass.

OpeneFolderDocument:

This is an option to set custom field [CX.OPENDOCUMENT] to any placeholder in the efolder documents and the document will open.

OpenReadOnly:

This is an option you will now see in the Pipeline Context (right click) menu to Open any Loan Read only.

SideMenu:

This is an option to give users a static menu that is always open inside a loan. Everything in this plugin was created to easily expand upon.

• FieldLookup: This is a Tool inside the Loan Menu to lookup a field by id, description or value.

• LoanInformation: This is a Tool inside the Loan Menu that you can customize inside of CommunitySettings.json to let different personas see specific fields all the time in a loan file.

• LinksAndResources: This is a Tool you can customize inside of CommunitySettings.json to let users click links, open eFolder Documents, etc.

SettingExtract:

This is an option you will see in the Community Top Menu to extract all settings to a zip file.

VirtualFields:

To be Described.

License

MIT