Method Community

Ron’s awesome Whiteboard Labour Day Art Can you believe that this is the last weekend of August?! I hope you’re planning to get outside and soak up the late summer sunshine this Labor Day. Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day, so Method HQ will be away from the ...

Hi 53lain, Unfortunately, I don't believe this is possible at this time.  I can put the feature request in with the team for consideration. - Adam

I have a button that generates a report as a pdf and put the result into an action result, then I take the action result and use it as an attachment on an email.  Currently the filename of the attachment shows up as the report name followed by a string of numbers.  Is there a way that I can change the filename of the generated report so ...

Mike, I would include a grid to document library table, filtered to include only documents to that activity.  You should then be able to launch it from that grid, similar to our Edit Opportunity screen. - Adam

Hey Jason, Thanks so much for showing me how and where to do the scripts!  I have one little wrinkle to this and I don't know how to write that part - I really need a two part script - The button that I am trying to write actions for does the following: 1 Start Loop through Customer Table 2 Retrieve "Amount" from Charge ...

A user named bcr_garrett posted this question a while ago and it wasn't answered. What's the best way to structure this? What if you have more than one condition, and no conditional operators in Method... An issue I had recently if condition1...do something1. if condition1 and condition2...do something2. if condition1 and ...

Works like a charm in my tests.  Thanks man!

Hi David, There is a way in the Report Designer to filter out certain item types. Before you open the Report Designer though, link the ItemType field from the Item table into the InvoiceLine table (you can do the same for the EstimateLine and PurchaseOrderLine tables, but I have used an ...

I had a someone ask this question: Q: How to make fields/objects hidden for certain Method Users. A: I will use the example for the Edit Lead Screen and we will make the Sales Rep Field not visible for all users except "Ben" (the UserName Ben uses to login to Method with). With the Method Screen Designer open to the CRM_EditLead(2) ...

Hi Karen,  You can use the Assign Value to Action Result action to assign a script to an action result. I tested this and found that this format will work: Now that the script is assigned, you can use it as your Where Script in your Retrieve Value from Table action. Use the advanced script option and choose the action ...