Method Community

Hi Ben, I figured out the problem with my actions. I needed to select "Value from Screen" not "Value from Row". I guess the Value from Row is just for the screen's primary table, is my guess? But anyways, I changed it to below, and it works great

Hi Ben, thanks for the reply. Here's a screenshot of what I see when I add the Delete link: Additionally, I then tried to add my own actions using this screenshot: But I get an error when I try to click the link. It says it cannot locate the Record. Can you A.) confirm that I'm supposed to be getting default actions for the Delete ...

Hi, has there been any update on this? It's easy to reproduce, just add the function and select the top two criteria sections, then you'll notice the operator selection list gets reduced from the 4 options to just "=" and "<>". Even stranger, the text description of the operator changes from Words to symbols, ...

Hi there Spencer, Are you able to show us a screenshot of your actions on the Grid? and the field list? Adding a Link to a Grid in Method:Classic with the caption 'Delete' should add 2 actions to that link, similar to the following; Thanks Spencer -Ben

Hi Michael, This is an old thread, I know, but I tried your method of adding the Delete link, but it doesn't automatically add the actions needed. It's just an empty hyperlink when I click it. Do I have to add the actions myself? Thanks, Spencer

The following updates are now live for users of Method. New Features For QuickBooks Desktop accounts, Sync Region is now available as a session variable (PL-16391) A new session variable is now available within Action Editor to show if the user is an administrator so that it is easier to add components designed to be viewable for ...

Thx. Yeah that's what I was planning on doing but I didn't want to have to maintain the Vendor account list in both QB and Method although the likelihood of us changing this info in QB is lower for this data since the function of vendor/account assignment and bill creation would be taking place in Method going forward.

Hi Blake, We dont sync with this information currently, but a similar result could be achieved through customization. You would just need to add a new field to the Vendor Table (named something like 'DefaultAccount' for example) - and have this information pulled onto your bills screen when selecting a Vendor. Thanks Blake -Ben

Does Method have access to the accounts assigned to a Vendor? These accounts are set on the QB Edit Vendor screen in the Account Settings tab. There are 3 account slots available for any vendor. I'd like to have this information available in Method so I can give someone in our office access to entering bills rather than purchasing another ...

Thanks Ben, your instructions are very helpful.  I successfully customized "DueDateStart"  Regards, Keke