Method Community

Jason, This is very helpful. I noticed some weird behavior while retrieving values from a grid row. I would manually change a field, such as quantity, tab out and later call an action to retrieve the value from quantity, which retrieved the previous value. I suppose the solution is to always save and refresh the grid before making a call to ...

Jason, Thanks for the response. That brings up another question... Is it possible to dynamically change the ability to edit rows based on user or role? Or would this require a completely new grid?

I was editing the Sales Order(Custom) report with the Method Integration Report Designer and the designer window threw and error and closed. Now when I try to open the report I recieve an error and the report would not run. I looked at the error and removed the field that was erroring and the report openned and ran. I re-entered the field and all ...

Hi Kori, Where is this attachment coming from?  Is it a report generated from the report designer or a document in Method?  The above steps are essentially what you probably need.  Is the email being sent when the activity is saved?  How do you mean daily activities?  Is this a report of all your activities for the ...

I tested this a little further and found there is a difference between Actions Before Edit and Actions After Edit. Both actions are in fact triggered by saving or updating the grid, but there is a difference between which values the actions will pull. For example, I used a Retrieve Value from Table action on both Actions ...

Johnny,  There hasn't been any documentation released on the Update button in an editable grid. This link is not customizable as it is hard coded into the grid. The only way to hide this link is if you choose Do not allow editing of rows on Step 5 of 9 of the Grid Wizard. Does this help? James,  I believe the Update ...

I made a copy of the original conversion report, and thought maybe I could just make a dropdown on the homescreen to sort by month.  But the close date looks like it picks a spcific day not just a month.  Should I do this another way?

Thanks for the steps, I tested it using the 'Shift' button and it doesn't matter when I depress it, as long as all the activities are highlighted. - Ashur

Talk about touchy lol i figured out what i did wrong. You have to do this in this order or you get the error message Hold down the ctrl key Click the desired work orders. put you mouse over any of the selected work orders then hold down the left mouse button and start dragging the work orders when you are over the desired spot release the ctrl ...

This is not a stock report but can be created using our Report Designer. If you want to go ahead and create it and need some help, let me know here and I can offer some pointers.  - Jason