Method Beta General Q & A

Load Web Page action

mahlonf — Mon, 03 Nov 2014 16:53:41 GMT

I am looking for an action similar to Load Web page in Method classic. Does this exist yet?

Editable Grids

mahlonf — Thu, 06 Nov 2014 22:55:03 GMT

Will Method New have Editable grids at some point or am I missing something?

Insert records into Table action loses values when it follows loop through grid

mahlonf — Tue, 25 Nov 2014 19:55:24 GMT

The insert record into table action loses the "value from loop" values when when you come back into the action to edit something.

To correct this, I need to Open the Loop through grid action then come back into the insert record into table action an update the values.

This can be a bit of a pain when you have a number of fields.

Ability to add Snapshots in native Method Apps

mahlonf — Thu, 05 Feb 2015 10:18:13 GMT

We really DO NEED the ability to add or rearrange snapshots in Method Apps. Even if we cannot modify the original snapshot, if we could at least create our own and organize them according to the client need.

Is this on the roadmap, if so, any ETA?

Trying to understand Date Function

mahlonf — Tue, 03 Feb 2015 11:32:21 GMT

I'm trying to understand the date function. What I'm trying to get is the month number...example February = 02

See the screenshot below. None of these options seem to produce that. In fact several of the options seem to produce the same result such as...

Short and MMM

Long, Fulll and MMMM

What am I missing?

Tab through screen with drop down fields

mahlonf — Thu, 06 Nov 2014 17:08:44 GMT

It doesn't seem like I can tab through a screen that has drop-down fields and type the values. It forces you to use the mouse to click and select, or search for the value.

Am I missing something?

Soft Launch = Beta Forum Now Closed

Method_Carmina — Tue, 02 Jun 2015 21:35:56 GMT

Hello Beta Crew,

We're happy to announce that our Beta period is over and we've moved into Soft Launch! Woo hoo!

Thank you to all of you that have provided feedback and asked questions.

If you need support for the new version of Method (what you've been using during the Beta), please post your feedback and questions here. You can also reach out to our Support team at 1.888.925.6238 ext. 2.

Again, thank you for all your feedback and for being a part of our Beta.
The Method:Beta Team

Corrupted User

Marco — Fri, 29 May 2015 00:47:09 GMT

What are the chances that a user can get corrupt, not being able to access totally or partially to screens and fields he or she has access to?

Thanks,

Signing in with Firefox logs me of of Chrome

mahlonf — Wed, 13 May 2015 10:45:31 GMT

I use Chrome from running my own Method account and Firefox for development. When I sign into a client account in Firefox it logs me out of my own account in Chrome.

Formatting limitations on send email action

mahlonf — Thu, 28 May 2015 19:19:29 GMT

The message field of the send email action seems to have some formatting limitations for line spacing. </br> tag doesn’t seem to work in an expression. <div> tags seem to get the line breaks but I can't get two line breaks.

Am I missing something?

Releases and Updates

Method_Carmina — Fri, 07 Nov 2014 17:23:34 GMT

November 7, 2014 — Many changes to Beta

We are excited to announce the first major update to Method:New Beta. We are continuing to gather feedback from beta testers, both within the company and also from you to continue to improve the product. Please keep your very valuable feedback coming.

Over 80 changes (improvements or fixes) have been made in a variety of areas:

Public and Guest pages (issues related to picture displays, session expiry, navigation etc. have been addressed)
Wide ranging user interface improvements & fixes (for more consistency, browser compatibility, and improved tablet (especially iPad Air) experience)
Better messages for permissions panels
Better Table & Fields management
Improved onboarding process (better app installation for QuickBooks Online and Desktop, more informative messaging etc.); even more improvements are in the works in this area to make onboarding fast, smooth and intuitive
Improved Add/Invite User screen (even more changes are coming to this page to make user invitation easier)
And, much, much more.

We want to thank all the beta users who have provided feedback so far. Your feedback on these forums is critical as we get the product ready for prime time. We are currently working to address the challenges you have identified. With this release, we have addressed an issue related to calendar - hat tip to Mahlon & Victoria.

We look forward to sharing more beta updates with you.

Radio button click action

mahlonf — Wed, 05 Nov 2014 15:20:58 GMT

The radio button object has a change and click action.

Haven't been able to figure out what click does....

Intermittent Service Issues

Anonymous — Wed, 27 May 2015 23:57:47 GMT

We are experiencing intermittent service disruptions again. We're on it, and will get back shortly with an update. Thanks for your patience.

Delay in Google Calendar auto-sync

Lynda Byrne — Wed, 27 May 2015 18:13:15 GMT

You may be experiencing a delay in Google Calendar auto-sync. This will be restored to normal shortly. Thanks for your patience.

App Updates

Method_Michael — Mon, 15 Dec 2014 20:17:52 GMT

December 15, 2014

Activities

Fixed issue with follow-up activities defaulting to completed

Filtering QBO invoice line items in Report Designer

brian — Thu, 21 May 2015 15:28:06 GMT

I have another question about report designer. I would like to create a report to print certain paid invoice lines and group by customer. I can get to the invoice lines but I don't know how to filter just the invoice paid items with a certain word in the item name. Then, I can't see how to call up that report in the CRM under the Invoice tab since it's based on the Invoice table. Can I create a new tab and call it up there?

Get error on customizing New Contact Screen - URGENT

mahlonf — Thu, 21 May 2015 15:01:24 GMT

I have a situation where I am using jobs in QB. I copied the new contact screen and called it New Job.

I made some modifications to accommodate the workflow for adding a new job. While adding some actions to the Job of Customer drop down window I got this error message.

I am under some time constraints. Can you please let me know whether this is something that can be corrected or whether it is a bug that needs to be reported. I don't want to continue modifying this screen if I need to end up re-creating it

Email Functionality in Activities

mahlonf — Fri, 15 May 2015 18:01:03 GMT

When will activities have email functionality built in?

Tag List not available in Grid View Filter

mahlonf — Thu, 14 May 2015 13:23:54 GMT

What does this message mean?

mahlonf — Tue, 12 May 2015 21:09:05 GMT

Is Method NEW OK?

mahlonf — Tue, 12 May 2015 18:22:45 GMT

Ever since the release this morning I'm having all kinds of issues with Method NEW. Actions seem buggy...custom screens that used to work not working.

Is anyone else having issues?

Conditional Statements within a loop create an error message

mahlonf — Tue, 12 May 2015 23:04:26 GMT

Conditional Statements within a loop create an error message

Issue with conditional statements

mahlonf — Wed, 13 May 2015 12:42:55 GMT

Equals does not work

Contains works

Getting error when signing in

mahlonf — Tue, 12 May 2015 21:18:27 GMT

Event change on Date Picker stopped working

mahlonf — Tue, 12 May 2015 17:43:32 GMT

The Event change on Date Picker seems to have stopped working since the release this morning.