Check Lock Status and Stamp Closure Date

This button checks whether a loan is currently locked before stamping today's date into a custom field. If the loan is locked, it alerts the user to transfer or cancel the lock before proceeding. If the loan is not locked, it records today's date in the custom field CX.CLOSED.FOR.INCOMPLETENESS and recalculates the loan.

The code

async function Button2_click(ctrl) {
  // Retrieve the loan object
  const loan = await elli.script.getObject("loan");
  // Check if the loan is locked (Field 2400)
  const lockField = await loan.getField("2400");
  const isLocked = lockField === true || lockField === "true" || lockField === "Y";
  if (isLocked) {
    // Notify user that the loan is locked and action is required
    alert(
      "Loan is Locked: The lock needs to be transferred to a new loan " +
      "or have the lock cancelled with the Lock Desk and then disposition the file."
    );
  } else {
    // Get today's date formatted as YYYY-MM-DD
    const today = new Date();
    const formattedDate = [
      today.getFullYear(),
      String(today.getMonth() + 1).padStart(2, "0"),
      String(today.getDate()).padStart(2, "0")
    ].join("-");
    // Stamp the date into the custom field and recalculate the loan
    await loan.setFields({ "CX.CLOSED.FOR.INCOMPLETENESS": formattedDate });
    await loan.Calculate();
  }
}

How to use it

1. In Encompass, open your web form in the form builder
2. Add a button to your form and name it Button2
3. Paste this code into the button's click event handler
4. Update CX.CLOSED.FOR.INCOMPLETENESS to match your actual custom field ID if different
5. Save and test by opening a locked loan and an unlocked loan to verify both paths work

Notes

Notes

• Field 2400 is the standard Encompass rate lock field — this should work without changes
• The date is stamped in YYYY-MM-DD format — change the join("-") separator if your field expects a different format like MM/DD/YYYY
• CX.CLOSED.FOR.INCOMPLETENESS is an example custom field — replace this with your own custom field ID from your Encompass environment. Custom fields always start with CX.
• The await loan.Calculate() at the end ensures any dependent fields update immediately