Method Community

Hi Ben, Yes, you can hide and show tab links in a portal with actions. One way to do it is in the OnScreenLoad action set. On the screen designer, click the Advanced... button in the top left corner and skip to Step 2 of 5: Actions. From here you can choose the OnScreenLoad event. The action you want to use is called Show/Hide Tab ...

Hi Ben, I haven't been able to replicate this.  I put buttons on the bottom to move through the tab links in the portal.  I then created buttons at the top and used the copy action to copy the actions of the bottom buttons.  On your screen, are you getting an error of some kind?  Or is nothing happening? Can you double ...

I've posted the values using CURL and PHP to the server, and it responds with TRUE, however no values are added to the MethodCRM interface? How do I go about Troubleshooting, because the SOAP integration point - e.g. using CURL + PHP with manually constructed SOAP XML - isn't returning any error or other response messages? What now?

taffer10, Mark is absolutely right. If you're interested in trying to perform this customization yourself, I recently wrote a blog post that explains one way you can add price levels to an invoice screen. You can find it here. Hope it helps!  Jason

Hi, When going through a grid, using the filter views to compare two grid values may not work as you won't be able to specify which grid value to compare.  Instead, I have another approach for you. What you could do is create a button that will calculate the difference between the QTY Ordered and the QTY Received and insert ...

I added next /previous buttons to some screens in the portal. I placed them at the bottom of the screen to move through the different tabs I created. These worked great. I then added some new buttons that I placed at the top of the screen that are calling the same action step as the bottom buttons to move through the screens and they dont ...

Yes, This can definitely be done.  There multiple factors in the amount of time it would take.  There’s a potential for your price levels to impact multiple screens.   Its best to start with a well defined scope.  

I use three different classes in QB.  Each class has one to three price levels.  Can this translate in Method and if so how much time would it take to customize it?

Hi Ben,  Thanks for the update. I'm going to take this conversation off the forums for now and reach out to you directly. Talk to you soon.  Jason

Should I be able to hide and show tab links in portals as action steps? Its not working for me. They hide and show in my user login but when logging in through portal looking at same tab group they dont hide and show. thanks Ben