Method Community

Hi Marcelo, Yes you can schedule a work order as a follow up.  You'll need to make sure that the option "App Specific" is unchecked for the activity type.  Something to keep in mind however is that since the activity screen is designed much differently, there won't be a Job Name or any job items associated with ...

Can I tag "job name" in work orders? If yes what table the "TagList" field should be created?

From the activity screen, if you click on schelude a follow up, can a work order be schelude from there?

When you copy a work order to another customer is the "to be renewed" check box supposed to copy too?

Johnny, I added the Save and Refresh grid actions and that seems to be the issue.  Could you remove those actions and try again?  They shouldn't be needed anyways, as the values will be saved when you click the update or save buttons. - Adam

Hi Philip, Just got an update from our dev team advising that the issue should be resolved. I haven't experienced the problem in Safari but this fix should resolve it nonetheless. I've been playing with web forms today and so far everything seems fine but I haven't done extensive testing. Let me know if you come across any ...

In Firefox, I was able to re-enter the customer table information just once and follow through to the end to produce a working form. I've been able to go back and edit a bit as well, so Firefox is certainly working the best of the bunch, and I'm not having problems with it anymore. I didn't do anything special in between, such as ...

Another update: I've attempted on Firefox now as well, and same error produced between Steps 7 & 8.  Are you sure this is a browser issue?

Hi Ashur, I did start out using Google Chrome (with many problems -- but only on this web-to-lead form within Method, everything else seems ok), but eventually switched to Safari and that may be the reason for my partial success. I may have initiated some form attempts in Chrome before switching to Safari, which I'm sure compounded my ...

I put it in a couple of places: In Item->Text Change, followed by a Save Grid and Refresh Grid. In Quantity -> Lose Focus, followed by Save Grid and Refresh Grid.