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I think I got it. Now lets say I have a team with Carlos team lead, and Pedro second member, when I assign the work order I will assign it to Carlos, and when I enter the job item in the time in/out section will auto fill the employee/vendor 1 with Pedro, Didnt event get to choose the team yet. Is this the way that should work?

Glad to help! Through some customization this is definitely possible. Just make sure your new fixed asset dropdown field is in the table that the grid is based on. Post here if you get stuck with anything.  Jason

I am trying to do the same thing, but when I get to step 2 (criteria) in the action the select team option is not one of the options in the dropdown menu

No you can definitely use Method and do other work all in the same browser, sometimes people run into caching issues which is why we advise to either try a different browser or clear their browser cache. Glad to hear you're loving Method, we are too  The conferences are always helpful, both for training and networking. - Ashur

Hi Marc, You can create a dropdown field in your Equipment table to link to the Customer Name field from theCustomer table. This will help you assign records to a specific customer which you can then view in your custom Edit Customer Screen. - Sam.

Thank you. I am working on a new screen to assign work orders to equipment. So we can keep track of all our maintenance on our trucks, mowers, blowers etc. I have all my equipment in QB as fixed assets. So I am thinking in the grid of the new work order screen I have the job item column that I can filter so only service job items will show, ...

I think I tried both methods. Currently I have a grid set up as 'list data from which table? Detached: Equipment Table' As I say I believe I also tried this by adding the fields to the customer table as well. I tried for so long to get it to work right last night I can't really remember what I tried and what I didn't! It all ...

Marcelo, To create a dropdown field, you should start in the Customize>Tables/Fields tab link. Find the table that you would like to add the dropdown field to, in this case probably the ActivityJobItems table. Click into Edit Fields... and from here the Field Type option will let you choose a new ...

Hi simplywales, Can you let me know how you have the new section setup a little more in detail please. Are the new fields you mentioned username/IP Address/Password coming from your own table maybe called Security or are they fields you created in the Customer table? - Sam

Hi Marcelo,  I think the best way to describe this is with an example. A lawn care company may have a series of occurrences for each client. Due date start could be used for when they start each job, and due date end could be used for when they should approximately finish the job, in this case probably a few hours later. If you ...