Method Community

An example of this in Vanilla Method would be the Edit Customer screen, whose tab link doesn't show in the Customer tab until you access a customer record via the Customer List screen or by some other means. Also, after you leave the Edit Customer  screen, it's tab link becomes hidden again. I know about the "show/hide ...

Woops, I was looking at the wrong screen!   Ronen, I'm working on editing Green Search button on the Customer List screen. It opens a CRM_Search_CustomerList popup screen which I've copied and I'm trying to edit now. If I search within this popup screen and select a record, I get the ghost tab issue again. I ...

Paul, I think you're talking about the same thing you mentioned in the post I linked: "BTW - there's an extra trick for you.  If you scroll to the BOTTOM of the list of events in the Copy From list, you'll see that very last option will allow you to select to import actions from any other button in any other screen.  We ...

Paul helped me out here with info on how to copy action lists from the same screen. But what if I have an action list on one screen that will be very similar to an action list I want to create on another screen? Any way to copy it over?

Ronen, I edited my "Edit Customer" screen and my "Customer List" screen so they all show up in the same tab. Everything is going smoothly as far as the tab and its list of screen names are concerned. Thanks!   I have a separate but related question: In trying to edit the various links to other screens in the ...

Ronen, Thanks for your reply. My understanding is that following your recommendation will fix the appearance of the strange tab group when I go to edit the customer, which I plan to do, but that's not quite the bug I'm reporting. I'm referring to the fact that Method switched to a different tab, and when I switched back to my ...

(Note: I've been struggling with hosting my images and getting them to show properly. Life would be easier if you guys would support image hosting on your forums!)   I've created a tab group called "Lists", with the following screens included:   If I select a customer from the "Customer List" screen, ...

I know it's an option because I've seen it before, but now that I need it I can't find it anywhere! I'm referring to the option that controls whether Quickbooks or Method will assign RefNumber values to new forms (eg Invoices, POs) that are being synched from Method to QB. By default QB numbers Invoices incrementally based on ...

Just curious: what does the Txn part of the TxnDate field stand for? This field appears in every table related to a form, ie invoice, sales order, purchase order, etc. There aren't any other fields for the date the form was created, and it seems to match the QB field for the creation date. I'm also curious as to the roles of the various ...

Hi team, I haven't gotten into the nitty-gritty of the action lists yet, I'd just like to make sure what I want to do is possible in Method before I get designing. I found a post from Paul (here) where he says: "Attaching an PDF to an email is easy.  You would just use a Generate Report action, immediately followed by a Send ...