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Hi Mike, In this scenario, you probably need to use several conditional statements. This is one way to structure it: Start Conditional Statement 1 Do Something 1 Start Conditional Statement 2 Do Something 2 End Conditional Statement 2 Start Conditional Statement 3 Do Something 3 Start Conditional Statement 2 Do ...

We want to use the field service app for work orders that are in house, remote, and onsite.   We need to find a way to disable the required date fields for when it's in house and we process those on a first come first service basis.  I've tried customizing but no luck.   It wants a date there and it wants to put it in the ...

I have a field in the Customer table in Method called "StaffAccountStatus". This is shown in QB in the Addidional Info tab of the Edit Job screen. The issue I'm experiencing is that this field populates only for certain staff accounts, and not for others. In some cases, there is a value for a particular staff account in ...

Karen, Filtering between user inputted dates is a little bit trickier, but doable. You'll need to assign your user inputted dates to action results, and then use a combination of Date Function and Character Function actions in order to insert the date values (in the correct format) into the final script which will be used in ...

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 ...