Method:Classic General Q&A

Re: Creating a button to populate a grid with information?

Method_Ben — Wed, 27 Jul 2016 20:23:29 GMT

Happy to help!

Let us know if you needed anything else to get you up to speed

-Ben

Re: Creating a button to populate a grid with information?

tractortoolsdirect — Wed, 27 Jul 2016 20:10:12 GMT

Fantastic! I had absolutely no idea that this was an option. I admit that I am not well versed in Method since I just recently took over the responsabilities for Method from the person who originally set it up but this was EXACTLY what I was looking for.

Thank you very much! A++

Re: Creating a button to populate a grid with information?

Method_Ben — Wed, 27 Jul 2016 15:16:08 GMT

Hi there TractorToolsDirect,

Was there a Reason why you werent using Group Items? Group Items enable you to add multiple individual items by inserting just the one 'Group' item into the grid. You can add group items under the QuickBooks Tabgroup > Lists > Items > New Item > Group.

If this doesnt work for you - would you be able to take a screenshot of the actions you are currently using so we can build out a solution together? Typically the process you would need is to Save the Transaction, and Insert the items into the InvoiceLine Table. This can get a little complicated - but happy to scope this one out with you!

Regards,

Ben

Creating a button to populate a grid with information?

tractortoolsdirect — Mon, 25 Jul 2016 16:02:34 GMT

Hello,

I am currently trying to accomplish the same thing as memorized/recurring transactions in Quickbooks. Basically, I have an invoice screen with a grid that is used for listing any items a customer has purchased. This grid is linked to a table that contains all the information for each item (aptly named 'Item'), so that all that is needed is for the user to start typing the SKU until it appears in a dropdown, clicking on the complete SKU, and then existing actions fill in the rest of the information (product name, short description, price, sale price, etc).

Our company sells a package that contains several products that we offer for a discounted price, so this package is quite popular with our customers who would normally buy these products seperately for full price.

The issue is that entering the information for every product and then checking to make sure it was entered correctly is time consuming, so I am attempting to create a "bundle button" that when pressed will populate the grid with all of the products.

I do not have a good idea on how to accomplish this. The main problem is that I cannot control the focus of the screen, and as a result, I have only made a button that enters information for 1 product. However, this only works if I first click inside the grid so that the textbox is highlighted, and then press the button to populate that row.

Is there any way of going about doing this that I haven't figured out yet? So far I have been using "Enter Value into Field on Screen" and "Retrieve Value From Table", but neither have been particularly useful.