Method Community

Shane,  There are a number of ways you could do this.  Think the easiest would be to deny a role the ability to execute the action (delete invoice).  Then you could assign the users a role that doesn't have permission to execute that role.   Another way could be to hide the button.  Much like the first example, you ...

Is it possible to create a button or click field with a password?  I have certain fields like delete invoice that I need to be only one that can do so.  Since the hide by user function not availaible yet was wondering if can make it where a password has to be entered before action will be taken when click.

I am wanting to create a work order that has a status of "is waiting on someone else"  In my case I am waiting for "Ol Man Winter" or Jack Frost".  The problem is that I need to have a new work order ready and available whenever I complete a route so I can process Time Cards to them. ...

Hi joshtodd, It wouldn't work exactly like that, you would need to first select a customer in order to be able to add any line items. What you can do is take a look at the Copy selected... option under the More actions... button on the FieldService_WorkOrderList screen. Then look at the Copy Work Orders button on the ...

Hi andy, The Company table doesn't have any screens based off of it as it holds data from other tables. You can edit the table to add fields, i.e. linked or dropdown, for your customization needs. Is there anything in particular you're looking for? What are you trying to do? - Ashur

Mike, I have a solution that addresses the specific needs of the snow industry. I'd be happy to discuss it with you further. You can contact me at 219-221-9500 or matt@techinthefield.com.

I would like to create a button that could copy or duplicate an existing invoice/estimate into a new invoice/estimate with the same items, pricing, and description. After the copy/duplication, I would want to put in a new customer and save the invoice. Is this possible?

Is there a screen that uses the 'Company' table by default or is it best practice not to edit that table?

Hi Mike, To filter the list by Route, you can click the gear on the bottom right of the grid and add the Route column to see which route the work order was assigned to.  This would not be permanent.  You can make this permanent by customizing the grid on the screen to show that field.  You can then use the Filter by View to filter ...

Hi Cathi, Just so I know how to better assist you, will you be using the Field Service Operations app (Work Orders) or the default QuickBooks Time Tracking screen when utilizing employee time tracking in Method? Yes time entries sync with QuickBooks, I created several Work Orders for one of my employees and entered time tracking information, ...