Tutorials:

The Framework Part 1 - https://youtu.be/9juibPIQZUg
Installing the Plugin - https://youtu.be/sA2pMGhBxeM
Solutionizing Encompass - https://youtu.be/vZD6_ufyQ1Y
Finding Field Calculations - https://youtu.be/8T9deHoDOjw
Debugging your plugin - https://youtu.be/4k5jkDpJVz0

Introduction: This Plugin was built in an effort to help the community rapidly create ideas in Encompass.

Settings: The new Plugin Management Screen is where you will setup all of your plugin access rights

Updates:
1.24.2021 - New Loan Folder Move Tool
1.24.2021 - Added ability to Parse Expressions
1.25.2021 - Added Batch Update Tool
2.11.2021 - Added ability to Export GSE services including 3.4

SOME OF THE SOLUTIONS INCLUDE:
Input Form Automator : Automate Applying Input Form sets based on persona, milestone, loan type, user, etc
Email Trigger Automator : Use a client to run automated emails.
Task Automator using Blocking Queue : Task Automation that enables rapid creation of automation.
Home Counseling Automator : Automate first 10 Home Counselors on FE Zip code change.
Open Input Forms in Separate non Dialog windows : Open Encompass Input Form inside Windows form non dialog.
Open eFolder Documents : Set custom field CX.OPENDOCUMENT to the name of a Document bucket to open the Document directly.
Sort Alerts : Sorts Alerts on loan open alphabetically.
Navigation Buttons : Navigate back and forth between previously clicked input forms
Disable Services : Disable all or some services.
Doorbell : Request access to user who locked loan and receive notification when they are out of the loan.
Settings Grid Search : Adds a Textbox to search any Setting Tree Node with a GridView.
Loan Folder Loan Count : Counts the number of loans per folder in the Loan Folder Setting node.
Lock Business Rules over multiple instances : POC to lock business rules over instances.
VIP Loans : Remove all loans from pipeline if user isn't a member of VIP User Group.
Open Loans Read Only : Add option to Pipeline Context Menu to open a loan in read only mode.
Savable Pipeline Advanced Searches : Save advanced search criteria per pipeline view for User Customizable Pipeline Views.
Pipeline Recolor : Color pipeline based on rules.
Pipeline Loan Reassignment : Moved the Loan Reassignment tool from Settings to the Pipeline Context Menu so you can select applicable loans in the Pipeline.
Show FieldIDs when searching pipeline columns : When customizing Pipeline View Columns, add a column that shows the corresponding FieldIDs.
Impersonate another user : Impersonate another user lower on the hierarchy level and return to your rights.
Extract all settings from Encompass : Extract settings that aren't exportable such as Password Management for services.
Customizable Loan Side Menu : Static collapsable menu that can hold any user control, dynamic load based on persona.
AND MORE

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

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

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

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

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

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

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

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

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.

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

To be Described.

MIT