Method Community

k.leeser, Currently there is no one-step way to delete information from multiple tables but you could use actions to do this. -Michael

John, If you take a look at the Print > Print Selected invoices button actions on the Invoice screen it should answer most of your questions. Essentially the way it works is that Method loops through the list of checked grid items and builds a list of RecordIDs that will be used to create a dataset that is passed to the report.  So when ...

pdirect, If you go to Customize > Portals, do you see any Portals listed there that list Customer Portal as the tab? If you do that is what the error message is referring to, deleting the portals that have the Customer Portal as the tab should allow you to delete the tab. -Michael

Hi John, When you store a value in an Action Result it is only local to that action set. So if you store 123 in an action result in button 1, once button1 is done doing its thing the value in the action result is cleared. If you want to store a value that is outside the scope of just one control (Button, Text field, drop down, etc...) you can ...

pdirect,  [quote user="pdirect"]Yes, you are right.  It is set to none.  Although this should not be the default when it's installed.  Everything should be selected and then I can change it to none if I want.  Now I need to go back and correct this on all the machines where I've already installed the ...

John, Web forms are free   . If you have any issues with web forms you can post questions here , since it is still in beta. -Michael

Pdirect, Right now drop downs that reference the EmailTemplate table aren't filtered by user but you can change the filters if you customize the screen. You should also be able to assign multiple reps to a email template through customization. The beauty of Method is that if you don't like the way something works you can change it to make ...

Pdirect, It looks like the report is still generated for the person it was assigned to and is only reverting to the Admin user once you edit an existing scheduled report. I am creating a ticket for this. -Michael 

Pdirect, If you go click the Method Setup button in Outlook and go to the Appointment Details tab what do you have selected for the Body Format? If there is nothing selected that may be the cause of the issue. -Michael 

pdirect, I am looking into this, in the mean time if you click Update it should add additional lines items if the current line items are used. -Michael