Method Community

Hi Johnny,  If you're using the stock Estimate screen, you'll see fields in the grid called Quantity, Cost, and Amount. The Cost field on the grid is actually attached to the Rate field in the table. The workflow should be: Quantity X Rate(Cost) = Amount. See my screenshot below.  The TotalAmount field is ...

Down the rabbit hole you go.  I think I gave up on trying to use grid update in Actions.  I couldn't get it to work.  I either had to have the user do it by the button or have the action sequence save all sections. Good luck.  I'd be glad to know how this works out.  I have a clickable link within a button that ...

Any plans to allow us to edit the advanced listbuilder insert screen? I notice this is a predefined webpage. I would like to edit this screen to preset some of the options and remove some of the options seeing as we are using Listbuilder for more than just emails. We are creating snail mailings as well as other lists. Be great if we could change ...

Hi JohnnyW, The Cell Alignment Override feature will not work on editable grids; it will work on read-only grids. I've just tested and confirmed that it's working as designed. Can you advise whether or not your grid is editable on the screen? - Ashur

Does anyone know if there has been any documentation released on how the Update button on the grid works. I'm working with grids now, and I've found that in most cases, I would rather control the updating of the grid myself, rather than let the user press the update button. So I guess I have two questions: 1) Is there any way to hide or ...

While working with grids, I've noticed that Step 5 of the grid configuration wizard asks about Editing abilities. If you choose "Allow editing directly in the table" it gives you the option to type in an edit caption. However, I don't see where this caption would show up, as was mentioned in a previous post. Is this just ...

The SalesOrderLine.SalesOrder.Other2 field is the child record that is associated with the current parent record. The SalesOrderLine.Other2 field is for child records as a whole. In this case, you want the former because you are looking for invoice items that are associated with the parent invoice record. Hope this makes sense. - Jason

While working with columns in a grid, I've noticed in the Advanced options for each grid column there is a property for Cell Alignment Override. I've manually switched most of these to "Center", but so far none of the values in the cells have actually aligned to the center. Am I misunderstanding the function of this property or ...

Does anyone know what the difference is between Rate, Amount, and TotalAmount in the EstimateLine table? Originally I thought that Rate corresponds to the unit price we pay for a product or service, Amount is the unit price we sell the product for, and TotalAmount was like the sales extension (Quantity x Amount). However, while working with ...

Hi-Just wondering if you could go through (simply please!) how to add an attachment to an outgoing email...I know you have to customize this and I think that the pop up refers to the fact that the administrator has to do this but I would like the details to supply to him. Thanks! Kori