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Hi Sam, I'm going to go away and try yjis but if I'm understanding you correctly this will be a manual process? If so I need something that auto links just like the transaction grid does. That doesn't need a dropdown to link to the current record. You see I want to use this in my customer portal to allow my customers to keep ...

Ok thanks. I did it, but still not working for me. I select the team and the team memebers are not autofilled

Is this possible? I don't seem to see it on the editable screens.

Hello Marcelo, "Select Team" was my customized Drop Down Object that I made to display and select my team names. You would have to replace that with your customized Drop Down Object you made.

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, ...