Method:Classic General Q&A

Re: Documents for vendors and employees

Method_Jason — Thu, 19 Sep 2013 16:48:43 GMT

Glad you got it working!

You mentioned that the first action in your action set is a Call Another Action Set action. The Conditional Warning action that I was referring to is probably within the original action set that is being called. By default, the action set that's being called is the Save button in the Additional Info section. You should find the Conditional Warning action here. I hope this makes sense! It's tricky at first to learn how to customize, but once you get used to it, it's a lot of fun!!

Jason

Re: Documents for vendors and employees

wildliferemoval — Thu, 19 Sep 2013 13:27:08 GMT

Ok, I got it working now.

In the button properties, I went to upload a new document event and went to the second action (assign value to shared result) and set it like this. Value from screen = Contact.

I figured vendor name in this field would work, but I guess not.

I gotta say, Method Integration is by far the best crm I have found. You are not locked in preconfigured designs by the program. You can make it work how you want or need it to work and the way your business works, but customizing method is a major pain in the butt. LOL

Re: Documents for vendors and employees

wildliferemoval — Thu, 19 Sep 2013 12:22:17 GMT

Hi jason. I dont see that action anywhere. If i edit the button and go to step 2 and click event= Upload a new document these are the 4 actions in this event.

1. Call another action

2. Assign Value to Shared Result Set ResultDocumentLinkEntityFullName

3. Assign Value to Shared Result ResultCustomerListLastPopupCalled

4. Show Screen In Pop Up. Screens = CRM_NewDocument, has no relationship

Re: Documents for vendors and employees

Method_Jason — Mon, 16 Sep 2013 14:41:54 GMT

Hi wildliferemoval,

This message may be in a Conditional Warning action. Since you get the message when you press Upload a New Document, the action is probably stored inside this button. On the New Customer screen, it looks like this:

If you change the highlighted text to Vendor instead of Customer, this should solve your problem!

Jason

Documents for vendors and employees

wildliferemoval — Sat, 14 Sep 2013 14:25:46 GMT

I am trying to add documents for my vendors and possible for employees in the future. In my vendors screen under Vendors and Contacts List I created a section called documents and it shows up next to address info, additional info, transactions and activities. I have the grid all setup just like it is set up under the customers screen except the filter is set for vendor name instead of customer name. So far everything looks like it should but when I click the documents button and click upload a new document I get this message "Customer Name is a required field. Please enter a value." I have looked all over to change this from customer name is a required field to Vendor is a required field.

Anybody have any suggestions.

Thanks.