Method Community

We are using a web form to create new Case records. The configuration of the web form specifies that e-mail notification should go to a certain address (we'll say "support@ourcompany.com"). The form is submitted, the client's browser redirects to the specified thank-you URL, and a new Case record is created in the database. But ...

In the field service customer screen I created a new tab, when I try to move it up, it only goes to fourth place. I want to put it as first tab

Hey Matt, Thanks for the input. I wasn't able to replicate this behaviour through duplicate Entity's as well. I created duplicate Customer and Vendor records but my Select Fields still show the correct values. Spoke with the rest of the team and they agreed that it was most likely due to a table not being closed off prior to editing the ...

Interesting and well worth checking. I'll try and replicate this on our Sandbox. Many thanks.

Hi dottie,  You'll need to dive into the screen designer by editing the screen and take a look at your customized actions to find the problem. What triggers the job number to be generated? Is it a Save button? You'll find the actions that create the job number in the button that triggers it. You should find a ...

I had a similar situation happen to me earlier this week. I added the Fullname from the Entity table to an existing table, in my case it was the TeamMembers table. When I added the field to the screen and went to Step 4 of 6, like Ashur has pictured above the only option available was REP via Entity. There are already 5 existing drop downs ...

It is a customized field created in quickbooks and it is customized in method. Retrieves record id from table >0 and adds +1 with basic math from last record ID. This screen was recently imported from another company account. Not sure if this also effects why this is happening.

Hi Andy, I added the same fields to my PurchaseOrder table but did not experience the same behaviour you did. My Select Fields display as FullName via Customer and RecordID via WorkOrder (screenshots below). It's possible that someone had the table open while you were editing this screen. Ensure you close the table by click the ...

Hi Marcelo, When you are creating an invoice in Method, you will always be given the option To Be Emailed In Quickbooks (see the screenshots below). This field will sync with the same field in Quickbooks. With a bit of customization, you should also be able to flag which customers will have this field checked by default, and which ...

Hi Marcelo,  Yes, you can customize this. Copy and edit the screen called FieldService_AddEditWorkOrder. In the screen designer, edit the Date Start* and Date End* objects. Skip to Step 4 of 5: Date/Time Formatting and uncheck the four check boxes. See the screenshot below. Let me know if this works for ...