Method Community

Hi Stuart, I have been following this thread between you and Greg...... Forgive me if I am coming in the middle, but Report Designer does have its challenges and I have been working with it for a bit.  It sounds like your setup is where Parent or Family is Customer and then ...

Just so I am sure to understand...it is because it is a mobile screen?  When I update my sticky note field in the desktop screen, it works as expected and only future occurences receive the new series update but not in the mobile screen.   I can probably come up with a way around it like updating just future occurances and ...

Thanks Ben. Ive done that, and they do appear on the calendar view. But when creating the new work order, I click on the "Assigned to" dropdown, the other techs dont appear. I'm trying to assign several techs to one work order. Am I doing something wrong?

Is it possible to change a customer to a lead? 

Hi James, As it stands, there are two field mechanisms that exist on the field order screen -- either you can have a field shared by a series, in which case every occurence has that updated (past, present, future), or you can update the field on an individual occurence and the field would be updated on just that one occurence. There is no ...

Hi Josh, You should be able to create new Users in Method that don't require sign-in capability.  I have attached a screenshot of what the user setup screen looks like, notice Step11 "User can Sign-In (counting towards paid licences)", make sure this is NOT checked.  This will allow you to create new users, but ...

How can I schedule work for techincians, when they are not users? Our project manager should be able to schedule work for several technicians, they do not need to log in. I cannot figure out how to make this work, can you help? Thanks!

When trying to update only future occurences, I'm updating past occurances too.  Any guidance would be greatly appreciated. Background: I'm updating a field service work order from my mobile device on a custom mobile screen . The screen name is (1RPS_FieldServiceMOB_WorkOrders_v1_live).   My desired action is: When ...

Greg, Thanks for the response.  I have spent a good portion of today working with the Report Designer.  In doing so I have learned a good deal and actually created a screen that can do what I need the Report Designer to do.  I created a screen that has a grid at the top using the Transaction Table as the basis.  It displays ...

Hello Stuart,       There are videos on the Report Designer.  They are now located in our Help Centre and have been converted to Youtube videos.  You can find them here.      I believe what you are looking for is not in the Report Designer.  It is actually a table relationship ...