Method Community

i'm having issues uploads docs from the edit opportunity screen.  i'll go to an opportunity and change update the status to closed won and click save. then i'll click on the document tab (the small one towards the bottom) to upload a doc.  i go thorugh all the steps and choose the opportunity to link it to and sometimes it ...

Tried Firefox. This time I don't get an error per se, but a message box appears that says: Please select a column ???

Hi David, You'll need to find the screen that the dropdown is based off of.  Is this dropdown based on an existing table or a new table?  If new, there should be a screen located in Customize > Screens that was created when the table was created. - Adam

Marcelo, There is no stock way to send multiple work orders on the waiting list to the calendar.  This can be customized though.  For example, you can add a checkbox to the Waiting List grid, then loop through the waiting list grid and apply the appropriate actions from the 'Send to Calendar' to send each checked work ...

I'm trying to add a field to an existing dropdown menu I created . The intuitive way you would think this would work does not seem to be for me. Can someone provide directions as to how I would go about adding additional choices to my dropdowns. 

Shaun, Could you try a different browser? I'm wondering if there's a caching issue here.  I can't seem to re-create this. - Adam

Hi ElginMaid, You have 2 options here; either hide the appropriate fields, or use Group Items instead of separate items. However depending on how your pricing/packages work, the second option may not be a viable solution. To hide the fields on the grid you can just create a copy of the screen, edit the grid, then marked them to be hidden under ...

Yes. It should be possible to customize the Field Services app so that when you edit the job items of a series they automatically update the related occurences. I would start to look into the Copy Job Items from series button (and reverse engineer it) if your looking for tips of how to proceed. Hope this ...

Hi Andy, You should never try to insert a value into any field with _RecordID.  These fields are read only and are for displaying the recordID of the dropdown list being referenced.   As for creating the record in the ItemGroupOrAssembly table, you can use the action result for the insert into the ItemGroup table, as the value for ...

Matt, One thing to understand is that Leads and Customers use the same table.  The only difference between a Lead and a Customer is a field called IsLeadStatusOnly.  When this is set to "True", it signifies that this record is a Lead.  All Customers have this field set to False.  To see this for yourself, if you ...