Method Community

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

Hi John, I was able to do this without any issues. Can you please advise whether you tried rescheduling Work Orders assigned to yourself or a different user? Please provide the exact steps to replicate the issue if it happens consistently; if not, then was this only a one time occurrence? Also check the permissions of the user ...

Hi Johnny,  You are right in that the Edit... caption no longer exists and should be removed from the Grid Wizard. When Editing takes place directly in the grid is selected you can directly edit the grid without having to click the caption. In my testing, it seems that the Actions Before Edit and Actions After ...

I guess then is there a generic report to tell me the converstin rate by month and not just total?  I figured I would copy the base report, and edit in the designer.  Or can I add another dropdown for months?