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Sales created an opportunity and created an activity for another employee to visit customer. The opportunity did not appear for the activity assignee nor was an email generated (even though the email box was checked. Does an opportunity/lead to be converted to a customer for the normal activity assignment to work or was did we do something ...
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Hi April,
We found the issue. On your "Last Modified Date" field, you are using "(GMT -7)" to override the default time. This is what is causing the error in Method. I would suggest setting the time another way, perhaps using the current time and using a math calculation to alter the time. Method will ...
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We received the following question from Zirah by email:
[quote]How do you change the tab order of the fields? I moved Full Name to appear after first and last, but the tab does not match the new order.[/quote]
Hi Zirah,
You'll have to edit the screen, then click on the Advanced button, and get to step 3 of 5 to edit your tab ...
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Hi dottie,
You can add the Bill Rate and Amount fields to the screen as well as the grid. Before the Save action you can perform the calculation and populate it in the Amount field. You can then create your own filters for the grid to filter by Employee. *Note: Depending on how you set the job duration value you may have to create another basic ...
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Hi April,
I've taken a look, and everything appears to be in order. I've submitted a ticket to the team to take a closer look. I'll let you know when I hear back.
- Adam
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Hi dottie,
If you just want to display employees then you can edit the filter on the Name field to diplay only the Employee entity type. In regard to your second question, the easiest way to do this would be to edit your OnScreenLoad actions to automatically enter the Employee name of the currently signed in user into the Name field.
- Ashur
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Hi JohnnyW,
Fields/Objects cannot be copied, they have to be manually dragged onto the screen. You can utilize the Call Another Action Set action to copy actions from a different object/field, or if you want to use the same action multiple times within the same object/field you can just click the Copy link after you've added the original ...
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Hi Johnny,
You can call other action sets from the screen, but not from another screen entirely. If it's a specific value you want to transer, that can be done using a shared action result.
- Adam
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Hi JohnnyW,
There's no actual setting which can be used to adjust the size of a pop-up screen, they all show up with the same dimensions. However, it can manually adjust it after it pops up.
- Ashur
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That's a list of the common tables used in Method. When on the Import/Export Tool screen, you want to ensure that you disable the Show only comman tables? option. Once that's done you'll be able to select from any table in Method to export, including the Entity table.
- Ashur
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