Method Community

Thanks Jason, I've been using the "Stop Processing all actions". I've tested this where I've looped through the customer table, but I've specified a single RecordID, so the retrieve value portion of my actions should only pull one record and populate it onto a test field on the screen. But this isn't happening, and ...

How can this be done? I want to have my customers sign on ipad/tablet/phone. Has anyone customized to do this?

Hi James, I am glad you are able to utlize this workaround.  I have made a note to update this thread if there are any updates for this issue. - Ben

Ben, Not a problem.  Works as expected now.  It sounds like a stylesheet z-index issue.  Thank you for your help.  Just to clarify, this was in the Additional Info tab on the editCustomer screen.  The TagList field works fine in the Address area above the tabbed area (Additional Info, Payment & Job Info, ...

Hi Mike, I'll jump in. I'm not sure where exactly the problem is, but it may help to use a Conditional Warning message that is always true for troubleshooting purposes. You can put the values your trying to create into the message to make sure they are being generated correctly when you press the button. This will help you to ...

Hi James, I have taken a look at your account and was able to see what you are referring to.  We actually have a ticket in for this issue, it seems that when using tags in tables other than Contacts, they do not appear correctly within the "tabbed" areas of a screen.  As a test, I added th "TagList" ...

No thoughts yet? I'd like to know where I'm going wrong - it'd be great to have this done before the weekend. Again, I think I'm pretty close.

Here’s what I did: Loop through customer table where FullName starts with “Renu”. I want to work with a small batch of fullnames first. I can remove this once I know this works Assign Value to Action Result:  Create an action result called resultscript. The SQL for this is: FullName='customerfromrow' AND ...

This is what I did between my post and your response. My problem now is that I need to use an advanced SQL script. I've watched the webinar and I think I get how to assign the script to an action result and then use the script in the WHERE part of the Retrieve Value action. My problem now is doing the script (I'm not experienced ...

Mark - nice suggestion using the report designer. Mike - not sure on your exact use case but if you didn't have to loop all the customers at once there's a fairly easy approach to do this one customer at a time. Filter the activity grid to your exact specifications, even use different filter views if needed. ...