Method:Classic General Q&A

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Thu, 26 Feb 2015 00:00:28 GMT

Nevermind, I figured it out!!

Thanks, all is solved.

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Wed, 25 Feb 2015 22:23:29 GMT

I tried this and it wasn't working...I click save (which includes an action to assign this value to the field in that LeadRating table), then go refresh the Leads and Contacts grid, and the LeadRating hasn't been adjusted.

So I tried a workaround which actually might make more sense in the long run anyways, but I'm reaching an issue. I've taken the screen "Edit Lead", copied it, and added a grid to the screen as a separate section which accesses the Contacts table and basically allows you to see your Leads and "select" them for editing below (the "Select" button assigns that record to the active screen ID). This way I can have all the functionality of editing a lead from Method's standard Edit Lead screen, but also have the ability to see a list of leads without having to jump to the popup. However, even though I have "RecordID" as a column in my grid, I'm getting this error:

Action Sequence:1

Unable to locate value from row for column RecordID

Please contact your developer.

Any ideas?

Re: Lead rating/source dropdowns when customizing screens

Method_Justin — Wed, 25 Feb 2015 21:30:59 GMT

Hi Craig,

You would want to update it with whatever the user has selected in your Dropdown object, so you'll want to select Value From Screen and choose your Dropdown next.

Hope this helps.

- Justin

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Wed, 25 Feb 2015 19:06:54 GMT

Ok, tried implementing this but what I'm trying isn't working. The middle step in "update field in table" action is "what will the new value be?". When you select "Type in", you have to select either cold, hot, or warm. I also tried assigning a value to an action result and then using that action result as the "new value". Neither seemed to work.

Any ideas?

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Mon, 23 Feb 2015 18:30:00 GMT

Ok, that sounds like a reasonable solution. I'll try it out and let you know if it doesn't work for me. Thanks!

Re: Lead rating/source dropdowns when customizing screens

Method_Justin — Mon, 23 Feb 2015 17:59:50 GMT

Hi Craig,

The easiest way to do this would be to put a regular Dropdown object on screen, referencing the LeadStatus table and LeadStatus field on step 4 of 6 of its configuration wizard. You could then add an Update Field In Table action to your Save button, using it to update the Customer table's LeadStatus field where the customer's RecordID equals the Current Screen Active RecordID.

Hope this helps.

- Justin

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Mon, 23 Feb 2015 16:13:20 GMT

Sorry, not the LeadsList table. What I meant to say is that the screen is based off of the LeadsList screen. I copied that screen, then added a "Select" link on the Contacts grid, and a section which that Select link activates, where you can see more details about the particular lead record you selected, and save any edits ("save all sections" action). The one that doesn't work, however is LeadRating. So, to reiterate, when I edit a customer name and save, the update is reflected in the record. When I edit a LeadRating, the record is not updated. What I'd ideally like is to edit the leadrating with a drop-down (ie "Cold, Warm, Hot"), but that Field isn't something that is available in the selection of Fields that I can add to the screen. Make sense?

Re: Lead rating/source dropdowns when customizing screens

Method_Justin — Mon, 23 Feb 2015 15:45:16 GMT

Hi Craig,

What do you mean by LeadsList table? Is this a custom table you have? What kind of fields does it have, and what are you using it for?

- Justin

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Thu, 19 Feb 2015 20:30:22 GMT

Just to clarify, LeadRating IS there, but it doesn't have a dropdown, and when I edit the field and save all sections, the record doesn't update.

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Thu, 19 Feb 2015 20:29:36 GMT

No, it's based off of the LeadsList table. I've created an additional section for editing a lead on-screen.

Re: Lead rating/source dropdowns when customizing screens

Method_Justin — Thu, 19 Feb 2015 19:53:40 GMT

Hi Craig,

Assuming your screen is based off of the Customer table, LeadRating should be selectable under "Add Fields" in the screen designer, unless it has already been placed on screen. Is your custom screen based off the Customer table?

- Justin

Lead rating/source dropdowns when customizing screens

Craig-475 — Thu, 19 Feb 2015 14:22:40 GMT

Hi,

Quick question about Fields.

I want to add the field "LeadRating" with a dropdown that allows me to access my LeadRating table (Cold, Warm, Hot are the only entries in that table), but there is no [ LeadRating with dropdown ] field available in my fields list when I'm editing a new screen. The standard "Edit Lead" screen has this under its "Additional Info" tab, but I only have a lead rating field with a blank box next to it. When I'm on the screen and I update that box and save the section, it doesn't save. Other things like "Name" or "Last Name" seem to work just fine, but not this LeadRating. If I just add a dropdown box object, is there a way to link that to a specific field?

Thank you