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Maia, This can be done, but might take more customization than you might think.  The ActivityInvoiceType table (the table that holds the invoice types) has no screen attached to it.  So in order to add the status "Awaiting payment", you will first have to create a screen based off of that table.  You will then ...

BartH, Can you tell me what tables and field you are using?  Is it an existing table and field or a custom one?  Which version are you using, the December or January version?  If you were using the December version, try using the January version and see if the issue persists. - Adam

Also, Is it possible to use 2 different Web Forms at the same time?   And if so is it possible for one of them to Automatically reply to the inquirer with a portal username and password to log in and fill out some information? Thanks, Jon

I have setup a screen where we can enter our sales data.  After we enter all our info into the form we hit the save button.  If we refresh the grid and select the record we just entered one field gets rounded and I cannot get it to stay as what we entered.  For Example we enter our cost as 1.61 it rounds to 2.00 when we recall ...

What happens if someone fills out the Web Form that is already in my CRM?  Will it create a new one and then I have a duplicate or would it recognize the name and log an activity under that contact/Lead?   Is it possible to to have the web form automatically create a new lead/activity to follow up on and send me an email notification ...

Hi, I'm trying to have the status change on a work order after someone from the work order has clicked the create invoice button, created the invoice, and saved....then that work order, canges it's status from "to be invoiced" to "awaiting payment". I'm trying to figure out if I need to make this something that ...

Andy, Dropdowns will work.  I'd suggest taking a look at the mobile versions of the Invoice and Estimate screens.  Those screens are very similar to the Purchase Order screen and can give a good idea on how to design your screen and the actions you may need. - Adam

Hi alex.miller, We have an internal project for tags that is currently taking longer than planned. We have had to push this back until the tags project is done. But once the tags project is done, this will be at the top of the list. Dave  

I'm looking at creating a mobile screen for creating purchase orders, viewing existing purchase orders isn't required. Best practice suggests not using any grids on mobile screens. So I need to replace the grid for adding line items on the standard screen with something else. I think a series of dropdowns will accomplish this, but is ...

Jay - everything that is available, is "standard" in the Field Services app already. I'm unaware of whether anyone has taken the advice in the thread and has made something that can be copied. Paul