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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. ...

Mike Here's a great place to start for learning SQL. http://www.w3schools.com/sql/sql_where.asp Also, you can achieve the same result with the report designer.

Hi there - welcome to our forums! If you don't already have a field to hold PO numner, the first step would be to add a custom field to the Activity table which is the table work orders are based on. Once that's done, you can edit the particular screen (i.e. AddEditWorkOrder) to add your new field. so it is ready to be used on the ...

So I see I would do the following: Start loop through customer table Assign Value from action result: This will be my advanced SQL script. Each customer will use the field "customerfromrow" to identify it. Assign Value from action result: This assigns the fullname in the row of the customer table to ...

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 ...

Hi Brett - that would be the right approach to this. Thanks for updating the post.

Hi Mike, If I understand correctly I'm going to offer a much better, more efficient and simple approach to this. Rather than having nested loops (loops within loops) you can use another approach. 1. Loop through the customer table OR loop through grid for only checked rows 2. Retrieve Value From table Retrieve from Activity ...

How can I add the PO field to the "Edit Work Order" and have it transfer to the correct Invoice field when converted to an invoice.?

I know, I was just trying to provide a correction to Michael's post so that no one else gets confused. I don't know of anybody that would want to enter their time in total minutes, so I just have my own text fields for hours and mintutes and have actions to process this into the DurationMinutes field.

Hi Brett, Even though you can add the DurationHours Field to your screen, however this is a system Read-only field, so you will not be able to change it.  You will have to use the DurationMinutes field instead. - Ben