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Hi Alison,
The estimate screen will automatically load the Customer record the way for instance the Edit Customer screen will. You need to add actions to retrieve the values from the Customer. If you edit and look at the customer:job dropdown, on step 2 you'll see a number of "Retrieve value from Table" actions. ...
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Dave, thank you for your response. I am creating my Estimate records very much like that. The problem is, when you view the Estimate record in the MethodCRM UI, the only Estimate field that is filled in is the Customer field itself - "Amy Smith" in your example. All the other fields that were present in the Customer record - Billing ...
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Ensure you're not currently editing any tables or screens. Once that's confirmed you should regenerate the tables associated with your report. To regenerate a table go to Customize > Tables/Fields > click on the table name, e.g. Activity, then click Finished Editing Fields. Rinse and repeat for the other tables, if ...
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Woohooo, that's awesome! Glad to have helped Let us know if you require further assistance.
- Ashur
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http://www.flickr.com/photos/46155768@N00/9034690009/
for some reason cant get picture to show on here so click above link
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Hooray!!!! It worked! Thank you so much!
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Moving this to the API forum.
- Ashur
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Hi gbisaga,
Using MethodAPIFieldList or MethodAPIFieldListV2 will tell you the related tables for a field (if any). For example when I query for information from the estimate table...the information I recieve(note I'm only showing the part for the field customer) is
<Record> ...
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This message is basically saying that the filter criteria in the Generate Report action needs to be filled out correctly.
Can you provide a screenshot of the Generate Report action properties, it's the screen that posted in one of my responses above. You can use a free picture upload website such as imgur.com, or just search for another site ...
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What table is the Referral Source Entity field attached to? That's the table that would also need to be regenerated.
Did this help solve the problem for you? If not, then please follow my second suggestion and let me know what happens.
- Ashur
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