Method Community

Hi Innovative, I don't see any attachment here, can you post it again?  You likely have to post your image to an image bank like imgur and then use the picture icon in the tool bar to paste the url you would have been given from the image bank website. -Ben

see attached

Will - you'd be in good hands reaching out to Matt. We recently awarded Matt (2013) as our Method Solution Provider of the Year.  Matt - thanks for taking the time to respond. 

Will, I am a Method Solution Provider and I specialize in in helping companies in the field service industry use and customize Method. I have companies that are using Method in a number of industries including landscaping, lawn maintenance, irrigation. I'd be happy to talk with you about what has worked fwell for other clients. You ...

Hi swm023, Gotcha. So basically, the issue is the following. The way this last location conditional works is -- in the Opportunities screen, it sets a variable called "OpportunitiesLastLocation" and sets it as "OpportunitiesList". Then when you open edit opportunities, it checks to see if "OpportunitiesLastLocation" ...

That is what I'm doing for Go To Tab Link on the 2nd part of the formula. I'm choosing the actual screen from a list for it to go to The first part of the formjla- Start Conditional Statement I have: Action Result. . .OpportunitiesLastLocation EqualTo Type in. . . .ProductionPipeline I think this is where I'm having trouble.

Hi Antonio, Apologies for the headache! It does appear that our hide grid field action doesn't work -- I'll put in a ticket with our developers to fix this. In the mean time, the best option would be to add grids to different sections and then hide/show them depending on what you need. So if you want some people to the grid with 3 ...

Hi swm023, There shouldn't be an equal sign being used anywhere. The actual you should be using is the "Go To Tab Link", and you would select screenxyz from the list so it redirects thetere. Can you confirm that's what you're doing? Naeem

Thank you. Everything makes sense and I set it up but it's not working.  The screen is going back to Opportunities List and not the previous screen. I think the problem may be in how the screens are names for go to "screenxyz".  What name do I need to use?  The caption is Produciton Pipline.  The official screen ...

Will, Sorry for not responding sooner. We thought you were looking for some thoughts from end users. We do have many field services companies that use Method. We've actually also created an app for this industry, Method Field Services.  This app will integrate with the other areas of Method and might be what you are looking for. ...