Method Community

I'm having an issue with a few custom dropdown fields. The data entered when creating a record is being saved and showing on grids, but when selecting the record and opening a screen the dropdowns are blank. It's probably something very simple but I just can't see why this is happening. Thanks.

Is there a way of completley hiding a filter view on a grid by role.? At the moment I can still see the filter name in the dropdown but it can't be selected by certain roles. I would like to hide the filter completely. Thanks.

Ashur, I'm creating the functionality to allow the creation of Seminars (these will be Inventory Items). Each line item on the sales order will equate to a seat in the seminar. Participants (Contacts) will need to be included within the sales order line items. The intention is to select the line items via dropdowns and populate the ...

I'm trying to modify the sales order screen, and the way in which the line items are created. I would like to polulate the line item row with values already selected on the screen from dropdowns, no changes will be made to the grid itself. I thought this would simply be a case of entering the value into the grid (using 'Enter value ...

Adam, thanks, they look ideal.

I'm looking at creating a mobile screen for creating purchase orders, viewing existing purchase orders isn't required. Best practice suggests not using any grids on mobile screens. So I need to replace the grid for adding line items on the standard screen with something else. I think a series of dropdowns will accomplish this, but is ...

Ashur, I presume this is pulled from QuickBooks. Just looking for a way to edit this information from Method. Got a little wary when I couldn't find a default screen. Many thanks.

Adam, is there any update on this? Thanks.

Is there a screen that uses the 'Company' table by default or is it best practice not to edit that table?

I'm looking for the easiest way of sending an email template from a mobile screen. It will be a custom template for emailing work order details to a customer. I've had a look at the send mail events and actions on the 'CRM_NewActivity' screen, but these seem over complicated for what I need. Thanks.