Method Community

[quote user="Method_Valbon"]We can certainly understand the pain in having to select the same users (or other filter options) each and every time you log in. Having a ‘default’ or ‘save last view’ preference could help out. Great ideas we’ll be sure to bring up in our meetings and keep you posted along the ...

[quote user="Method_Valbon"]If you’re set on emailing the PDF attachment, it’s easy!  You would just use a Generate Report action, immediately followed by a Send Email action to send the PDF.  If you have Method Full Blown Edition, you can reverse engineer how Work Orders are emailed in Method Field Services to see ...

I added service reference to Method API and tried to run: ---------------------------------------------------------------------- using (ServiceSoapClient proxy = new ServiceSoapClient("ServiceSoap")) {  try  {   String tableList = proxy.MethodAPITableListV2(companyAccount, userName, password, ""); ...

Ashur, I'm creating the functionality to allow the creation of Seminars (these will be Inventory Items). Each line item on the sales order will equate to a seat in the seminar. Participants (Contacts) will need to be included within the sales order line items. The intention is to select the line items via dropdowns and populate the ...

Hi andy, You can't insert values into an editable grid, only read-only grids. The values would actually need to be selected in the grid itself as there are actions which execute after a selection is made. Why do you not want to select values within the grid? What's your goal? - Ashur

Thanks for clarifying. I received word from our dev team that this was a limitation but has just recently been made available for third party developers, however this may take some time for us to implement the use of it within Method. Regardless, I've put in a ticket and will update this post once I receive an update. On a side note to give ...

I'm trying to modify the sales order screen, and the way in which the line items are created. I would like to polulate the line item row with values already selected on the screen from dropdowns, no changes will be made to the grid itself. I thought this would simply be a case of entering the value into the grid (using 'Enter value ...

Ashur, I think you basically understand what I'm trying to do, but I don't think your suggested approach will work.  In order to update this  'Discount Class' field in Quickbooks ( which is found on the Receive payments window on the sub-window for Discounts and Credits)  it is necessary to have a linked field in ...

And as if by magic, it works! thanks Valbon!

I am currentl;y only able to select Entity (not EntityRef) in the Activity table, and my entered linked field is not showing up in the Layout Designer, also is there an easy way to refresh the Layout Designer or should it refresh itself in real time automatically? currently closing the file and reopening to check.