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I think I have it set up correctly, however, I'm still having trouble.  Upon selecting the 'select' botton, I have the actions go through 2 conditional statements, having 1 action do something if a field has a certian value, and doing something else if the same field has a different value.  I'm getting the following ...

Hi Ben, First you must make sure that the select column of your grid is a link not a field. Next you must edit the actions for the select link, by default there will be a "set active record ID for screen" action already in place. Since you want to open the active record in a pop up you must add the "show screen in popup" ...

Hi Ben, The hover tips accept HTML formatting. We don't have a markup guide on our help center for this yet, but you can visit this url for a cheat sheet of common HTML tags. The most important tag for you is probably "<br>" which allows you to create a line break, or "<p></p>" which ...

I am trying to load a record from a grid through the select button that will populate the relative screen in a pop up.  How do I configure the actions of the select button to accomplish this?

I put some information in for a hover tip over one of my fields, and I was wondering what codes I could use within the text of the tip to configure it so that it is more visually appealing.  I know how to make some parts bolded, or underlined, for example, but I was wondering where I could find more coding that was available to use.  For ...

Hi JWS, I addressed this issue on your other question here. Let me know in that thread if you needed any other clarification on the matter! Cheers, Naeem

Hi JWS, First, can you make sure the screen you are editing is the right one? You may still have the stock "Sales Orders" screen up (which is not editable) -- hover over the "Sales Orders" link and make sure it says that the corresponding screen is the one that you edited. If it's still pointing to the stock screen, you ...

I am having trouble picturing this. I can't get it to work. I tried making it so the dealer can't see the list at all (by unchecking the box in step 8). Yet when I log in the via the portal (which is where a dealer will log in) the list remains there.

Val, Can the same thing be done in a Grid?  The nice thing about using a Grid would be Dynamic filtering and sorting and Export. Thanks! Ken

The values for the Workers Comp and General Liability fields would be dates.  I will email a couple of screenshots to the support email that show more about this. Thanks, Garrett