Method Community

Cloud Consultancy is excited that AERO Workflow Manager is now live in the Method app center and is available to anyone with a MethodCRM pro account. Please direct all questions to the AERO group on LinkedIn. http://www.linkedin.com/groups/AERO-Workflow-4992462

Hey Garrett, How are you inserting the invoice record, are you simply using the Insert Record into Table action, or are you clicking Save on the Invoice screen? This is most likely due to that Account name being available separately for several tenants. For example, the account name across the board is Accounts Receivable, however the main ...

Thanks for the clarification Ashur - it will come in handy.  Here's some more info on what is happening... If I am signed into the tenant account, the button works fine (insert actions for a new invoice).  The tenant id is specified on both the invoice header and line item insert command.  However, if I am using the same button ...

Hey bcr_garrett, Perform a search for the Object number (80000029-1249501594) and you'll see it show up twice within that message. The first time it shows up in the error message and the second time it shows up in the request data. If you look carefully, the object number is surrounded by ListID, which is in turn surrounded by ARAccountRef. ...

When inserting a record - an invoice (header and line item) - from our main account into a tenant account, I am getting the following error: QuickBooks returned an error when adding/modifying a accInvoice record. The error was: Object "80000029-1249501594" specified in the request cannot be found. . The Request was: <?xml ...

Sorry about that, forgot to include the screenshot of the Plot Addresses action properties. - Ashur

If you don't want to make the grid editable then include a Select link on your grid so that you can set a specific Activity as the on screen active record ID. Then drag the SalesOrder field onto your screen and include a button object which will update the value of that field in the Activity table (Update Field in Table action). Then ...

It is in the grid and I see the field, but I can't change it in the grid.  I must edit it by going to the "edit" link to the add/edit activity.  I would like to edit the sort code on the fly, but don't want to make all the fields in the grid to be that way.  I know I can set a global "allowed editing of fields ...

Hi Jule, What do you mean when you say[quote user="Jule"]I would like to be able to update one field in a grid while in the table. (SortOrder) [/quote] Do you mean that you would like to edit this one particular field while looking at the grid on your screen? If you haven't already, watch our Getting started with Tables and Fields ...

Thanks for the assist Mary!