Method Community

I am looking to edit the default invoice report so that I can include a list of related work orders as line items. The format I'm hoping for is... Invoice xyz   Line one   Line two   Line three    Work Order 1    Work Order 2    Work Order 3 Sub ...

You can do this by selecting the appropriate field on your report and clicking the little white arrow icon that displays on the top right. Locate the Format String field and click the '...' button; from here you'll be able to select how your data will show or even create your own custom format. My example below ...

Hi Ashur, That worked great, and yes it was very easy. Now I have another question.  How can I manage how many decimal points it goes out, and add a dollar sign?  I'm probably missing the obvious...sorry. Thanks in advance, Suzanne

jdcard, I have done a couple of projects that involve checking a dedicated email account for new message and then updating Method based on the contents using Methods API. One project let a user send texts via email to their employees and have their employess text back confirmation of scheduling (to an email address instead of a standard text ...

yeah, as far as I know I've deleted all other calendars and the only ones I'm using are pointing at the assignedto resourse which was the original one.  I didn't know you couldn't have 2 different resourses until things went bad.  After I figured it out, I changed everything back and I got the calendar working again. ...

Hi Greg, Are there any calendars that have the resource changed still?  If any calendar in Method is set to different resource than the rest, it can cause inconsistencies with the calendar.  There is an article in our Help Center that outlines this: Calendar Resources. What happens if you save an activity that doesn't currently ...

Hi Suzanne, You can do this by adding the Balance field as a linked field in your Invoice table, then add that field to your report. This will pull the balance from the Customer table. Is this what you're looking for? - Ashur

Thanks for the help Mark! Mike - As Mark stated, currently there is no way to schedule automatic tasks in Method without utilizing the API, however, this may be possible when the new version is released. Check out this forum post which discusses the same topic. Hope this helps! - Ashur

I'm not able to see any Activity events on my calendar screens.  They worked before and then I tried to create a resource calendar based on specific activities.  That failed miserably and I tried to delete and change back everything I changed.  I don't see anything wrong... thoughts? Thanks, Greg

Hi MikeB Inside a Method screen design there isn't an option to raise an unattended event.  I don't know if Method intends to add this feature but we have been able to do this through the API.  So it is possible.