Method General Q & A

Re: Custom App and App Ribbon

Jack — Wed, 08 Jun 2016 01:39:37 GMT

That fixed it!

thanks again

Re: Custom App and App Ribbon

Method_Ben — Tue, 07 Jun 2016 21:34:15 GMT

Hi Jack,

You'll need to change the 'Quotes field' Dropdown from CustomerID_RecordID to just CustomerID. Other than that, everything looks good :)

Thanks Jack.

-Ben

Re: Custom App and App Ribbon

Jack — Tue, 07 Jun 2016 16:49:07 GMT

One more question:

How do I pre-populate the contact dropdown on my quotes page when a user clicks the new button for quotes in the app ribbon on the contacts screen?

Re: Custom App and App Ribbon

Jack — Mon, 06 Jun 2016 23:15:23 GMT

That was what I was missing!

Thanks Ben!

Re: Custom App and App Ribbon

Method_Ben — Mon, 06 Jun 2016 19:29:16 GMT

Hi Jack,

Have you Set up the Record Summary in the Quotes App? The Record Summary shows How the individual 'Quote' Records will be displayed on App Ribbons, and not setting this up will cause a Parsing error to occur when clicking the app ribbon itself.

For example, I have a Cars App (Every Car has a Contact - Related to the Contacts Table) I have the Record Summary set up as;

Which will show up in my Contact App Ribbon as;

Thanks Jack.

-Ben

Custom App and App Ribbon

Jack — Sat, 04 Jun 2016 02:10:11 GMT

I am trying to get an app ribbon working for the Quotes app. I think I have everything set up properly.

On the contacts app I get a proper count but clicking on that app in the ribbon brings an error popop.

I will also need to know how to setup app ribbon New buttons, as asked on this forum post:

https://www.method.me/cs/forums/p/9442/31899.aspx#31899