Method Community

Hi Jessica, Which estimate template are you using? Have you made any changes to it already or was this occuring before any changes were made? -Michael

Hi akoumjian, This filter should be applied on Step 3 of 8: Filters when editing the grid. By the sounds of that error it looks like you are applying it to the drop down itself. That error means you have duplicate Vendors once those are addressed you can change the settings there. -Michael

Hi akoumjian, You should be filtering the grid by Vendor is equal to Third Party Portal Entity FullName. What are the current filters on the purchase order grid? -Michael

Hi Wavetec, I haven't tested this but I did a bit of research, when you are scrolling in Method are you using 2 fingers or 1 finger? To scroll within frames on an iPad you need to use 2 fingers (Method uses frames). -Michael

Hi JKM@SA, Do you have any actions on this grid? What are the standard Method fields that you have on the grid? I created a customer grid with 11 fields some of them being standard and some being custom and it is a mixture of all different kinds of fields and I am not able to duplicate your issue. -Michael

Hi Jessica, You would need to modify the actions found on the Create Sales Orders... button on the Estimate screen. The sales order is actually created before you go to the sales order screen. -Michael

Hi JKM@SA, Which fields do you have on the grid and what kind of changes are you trying to make? I created a simple grid based on the customer table with the FullName and Phone as fields. I was able to change the phone number and update the grid. -Michael

Hi JKM@SA, To do this you will need to add a drop down field to your table by going Customize > Tables / Fields and clicking Edit Fields... on the table you want to add a drop down field to . Drop downs can be created based on unique field in other tables. -Michael

Hi Andy, I don't think you are doing anything wrong. I took at quick look at the actions that occur when you select a customer and it looks like it doesn't get the country info from the customer. I am going to suggest that this be changed on the default screen. In the mean time you could edit the screen and add the action so that it does ...

Hey John, Yes it should work.  -Michael