Method Community

We received an email from a user: i need my screen … to show the grid in the List Section, i see it is there in the design view but when i launch the screen it doesnt show up.  I also want to hide the tabs, Addr, Amt.  Items. I reversed the logic to have them hidden initially and cant find how to hide them again.  I have a ...

Hi Everyone, The Support Team - Adam, Jason, and Ashur (that’s me) - are here to help you with your questions about using Method CRM.  Call us, email us, tweet us - we love to hear your feedback and find ways to help. When customers bring up tricky topics we like to create Solutions and publish them on our Help Center (I like to refer ...

I checked for duplicate records but didn't have any. I removed the field from the screen, deleted it from the table and refreshed before re-adding it. At first, in step 4 I had the 'RecordID' field selected as expected. However, on adding conditions to the dropdown and saving the link was broken.

Hi Paul, I'm trying my hand at the web form and have set up a test site on Google Sites. The good news is that I was able, with Fran's help, to get the form to work. Except when I hit the submit button, I get the error message you were talknig about. However, I'm having a problem in that Step 7 where I enter the Internal Email ...

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 ...