Method:Classic General Q&A

Re: A few technical Problems

Method_Michael — Wed, 07 Dec 2011 18:05:28 GMT

Also for you can read about the updates here http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/12/07/method-crm-updates-november-24-december-7-2011.aspx

Re: A few technical Problems

Method_Michael — Wed, 07 Dec 2011 18:00:05 GMT

bbullins-

The issue with the leads report screen should now be addressed.

-Michael

Re: A few technical Problems

Method_Michael — Tue, 29 Nov 2011 17:39:20 GMT

bbullins-

The max right now is 15 rows and 10 sections, and this cannot be changed at the moment.

-Michael

Re: A few technical Problems

bbullins — Tue, 29 Nov 2011 16:04:28 GMT

There seems to be limits on the number of sections on a screen and the number of rows in a section can you tell me what they are and can that be increased?

Thanks

Re: A few technical Problems

Method_Michael — Mon, 28 Nov 2011 17:46:15 GMT

bbullins-

Currently we don't have an update but I will see what information I can get and update this post.

-Michael

Re: A few technical Problems

bbullins — Mon, 28 Nov 2011 17:00:46 GMT

Thanks, I think I have it all working

Also my employer is requesting a time frame on a solution for the report filters and when it will be working.

thanks

Re: A few technical Problems

Method_Michael — Tue, 15 Nov 2011 20:42:14 GMT

bbullins-

The actions on the drop down's text changed event only get called when the text is changed, if you want hide/show those fields when the screen loads you would need to add actions to the screens OnScreenLoad event by clicking Advanced in the top left corner.

-Michael

Re: A few technical Problems

bbullins — Tue, 15 Nov 2011 18:55:15 GMT

OK, here is where I am now

I have placed all of the fields I may need on the screen. I then clicked edit on the field I want to be conditional (which is a drop down with about 5 options. I then set it the conditional to the following

Action

Event = Text Change Action = Start Conditonal Statement

Action Result

not equal to

Type in = Thermal Transfer

and add the action. So if I understand I have just said the conditon is true is the drop down field is not equal to "thermal trasfer"

I then added action for show/hide/field object

I choose my field and have tried all three variations. for example toggle, always hide, always show. And I can make the screen change by chaning this. but I think it should be always hide.

IE if it is not equal to Thermal Transfer Hide

I then do a end conditional statement.

This seems to hide the fields even when the condition is not true. I even tried adding a followup that said not only do you always hide when it is not equal to "thermal transfer" but when it is Thermal transfer you always show.

Seems like I am just missing a little something here.

Thanks

Re: A few technical Problems

Method_Michael — Tue, 15 Nov 2011 17:42:46 GMT

bbullins-

There is an action called Show/Hide Field/object, using this action between the conditonal actions should give you the results you need.

The actions you will need to get the results you need are : Start Conditonal Statement, End Conditional Statement and Show/Hide Field/object.

-Michael

Re: A few technical Problems

bbullins — Tue, 15 Nov 2011 17:26:09 GMT

Thanks. I understand the logic and I see conditional statements in the action tab but I fail to see how based on that condition I tell it to show or hide the fields. I also am struggling to see how to execute the end if.

Is there a way to manually code it and not have to go through the wizards?

Re: A few technical Problems

Method_Michael — Tue, 15 Nov 2011 16:46:11 GMT

bbuliins-

This is possible, on the Text Change event for FieldA put a conditonal statement to check if FieldA is Yes, if Yes Show the other fields.

I would also check to see if FieldA is No and then hide the fields based on that. Some other things to note it may be best to set the default for that field to No and initially hide the 3 extra fields.

If FieldA = 'Yes'

Show FieldD
Show FieldE
Show FieldF

End IF

If FieldA = 'No'

Hide FieldD
Hide FieldE
Hide FieldF

End IF

-Michael

Re: A few technical Problems

bbullins — Tue, 15 Nov 2011 15:20:02 GMT

I would like to expand on my question. I have the fields and dropdowns working correctly but we would like to make subsequent fields conditional as to whether they are displayed or not based on the first dropdown.

For example at first you only see 3 fields

FieldA - Dropdown (Yes or No)

FieldB - Text

FieldC- Text

What I would like is if Field A "Yes" is selected 3 additional fields would be displayed so it would look like Below if No only the 3 fields above are seen.

FieldA - Dropdown (Yes or No)

FieldB - Text

FieldC- Text

FieldD - Text

FieldE- Text

FieldF - Text

Is this doable and how do I go about it? Thanks

Re: A few technical Problems

Method_Michael — Fri, 11 Nov 2011 18:59:26 GMT

bbullins-

Logging out and logging back in refresh the screens that the tab links were pointing to, which is what resolved your issue.

In regards to the report we are still looking into this.

-Michael

Re: A few technical Problems

bbullins — Fri, 11 Nov 2011 17:39:11 GMT

I finally decided to log out then back in and it is now correct

Re: A few technical Problems

bbullins — Fri, 11 Nov 2011 17:26:48 GMT

OK, I have created the fields and modified the screen. everything worked as expected so I went back to the form to add the rest of the fields I had created. They are available, I add them, I publish them< i save and close them and then for some reason the new additions disappear, I go back in, add them back, publish and sabe again only to see the additional changes gone again, What am I doing worng here.

Also is there any word when the report filter error may be fixed?

Thanks