Method Community

Hi Andy, I did a little research and found out that you cannot actually filter by the Detail table. Inside the Generate Report action you can only filter by the Master table. I see that the option is there to choose the detail table but it doesn't actually work. I'm going to see if we can get that removed. I suggest making the ...

Glad you got it working!  You mentioned that the first action in your action set is a Call Another Action Set action. The Conditional Warning action that I was referring to is probably within the original action set that is being called. By default, the action set that's being called is the Save button in the Additional Info ...

Hi David, As mentioned in my last post, here is the write-up...I will assume you have created a copy of your Purchase Order Screen and are in the Method Screen Designer (Customize-Screens, edit "PurchaseOrder(2) ).  Go to the "Text Change" Events for the "Vender" field located in the "Add/Edit Purchase ...

Ok, I got it working now. In the button properties, I went to upload a  new document event and went to the second action (assign value to shared result) and set it like this. Value from screen = Contact. I figured vendor name in this field would work, but I guess not.    I gotta say, Method Integration is by far the best ...

Hi jason. I dont see that action anywhere. If i edit the button and  go to step 2 and click event= Upload a new document these are the 4 actions in this event. 1. Call another action 2. Assign Value to Shared Result Set ResultDocumentLinkEntityFullName 3. Assign Value to Shared Result ResultCustomerListLastPopupCalled 4. Show Screen In ...

How do we configure Method to issue the call tp PayPal in Canadian funds instead of US funds?  We have setup our internal Method account to use PayPal integration as a payment type now, and it DOES work, but the amount charged is in US funds, not Canadian.

Hi David, We actually discussed this issue in a little more depth on the phone when you first posted this thread.  The issue we have is that Method is not able to access the Quickbooks Company "ShipTo" field, if you look at the Company table in Method, this field does not exist.  This is the reason why we do not populate the ...

Hi Andy,  I tried this out and I'm getting the same error. I'll have to look into it a little further. In the meantime though, a workaround could be to put your TxnDate filter directly into the Report Designer. Use the Filter String for the DetailReport band. See my screenshot below: I'll post here as soon as I have an ...

A user emailed Method with this question: Could it be possible to create a hyperlink in Method that can carry CRM actions?  This way, in the customer notes field, we could send CRM users to another area where the details are stored.  Also, QB users could at least see that more information is available in the CRM. Hi ...

I need to revisit this issue.  We had created a work around where we put the company name in a label on the report designer and this works for us most of the time.  However, we now drop ship some of our Purchase Orders and ship directly to our customers, so in this case, having the label with our company name in the "SHIP TO" ...