Method Community

To add RecordID just add the RecordID with AND parameter something like this: https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge '2024-06-20' AND RecordID eq ’17335’

 Hi Heather, The "Copy / Import Screen.." does carry over your tables and added fields, the structure and screens will work exactly the same was they did before minus the data. Regards, Denis

Hey Aaron, Use the Import/Export tool. HERE is a help center article on the topic. - Mortaza

I am trying to add the TagList field to a custom screen.  The TagList in question is newly added to the customer table (as opposed to the contacts table).  The tags icon does appear as expected.  But it does nothing but show a tiny empty bubble upon hovering over it.  The bubble then does not disappear unless I ...

I would like to convert some dormant customers back to leads. I currently have a quick-and-dirty screen with a grid that shows me all customers and when I select the customer in a particular row, it sets the active record ID for the screen to be that customer. Below the grid are Sales Rep and Tax Code fields that I can change and then save for ...

I'm reviewing https://developer.method.me/#tag/Tables, and it appears that while this API endpoint supports pushing data into, and reading data from tables, what I'm most interested in (as a new integrator) is an API-based way to manage all of the configuration of tables and views. While the "no code required" thing is ...

I have a situation requiring the deletion of over 38,000 conflicts.  This will be very time consuming if done manually, one-by-one.  So I want to use the MethodAPI to speed up the process.  Since I don't have API access to the conflicts data (I don't, correct?) I will have to resort to clearing the affected Method tables ...

So I went to edit the field through the tables/fields tab under customize - I clicked on the field I want to edit, however the field does not appear to be editable in any way   Thanks   Sunny

That's not the only list either.. A quick scan through my method tables shows only a few hunder entries in things like the invoice or PO tables, though our QB files has thousands. Also, I've noticed that our Accounts list only uploaded a few of the account names of the few accounts it uploaded.. the rest have apparently been assigned ...

 Hey Phillip, Currently in Method, a pay bills screen does not exist. A screen could be built to do this, but it would be a decent sized customization. The tables you should use to create this screen are; BillPaymentCheck, BillPaymentCheckAppliedToTxn Writing Checks is not the same thing as paying bills in QuickBooks.  In QuickBooks ...