Method Community

Let me add to my previous response. Keep in mind that if you're using the Log Call tab link or pop-up call, it will automatically default to the Completed status. Additionally, if you're using QBD, you now have access to individual preferences which when changed will automatically set the default status to completed. Check out the ...

You got it! Remember not to include the item grids and only show the required fields on the screen. This will help reduce the loading time of the screen. - Ashur

We received the following email from Darryl. [quote]Happy New Year. I don’t think it always did, but when we enter a new Activity, it now defaults to Completed. If people forget to change it – every time - the activity never makes it to a pending actions list. We have edited no pages.   Is there a setting for this?[/quote] Hi ...

Ashur, thanks for the response. If I understand I can create a separate screen for each item type (we only need two) and optimize for mobile, add the links into the mobile tab these will then appear in the dropdown for mobile users. This negates the need to open these screens via a Popup or Go To action.

Hi andy, Just an FYI we're currently revamping the Mobile portion of Method, I don't have an ETA for you but it is coming soon. The New Item screen won't work how you want it to work as a mobile page. Reason being is that the Show Screen In Popup, Go To Screen, and Go To Tab Link actions won't work with the current mobile design. ...

Just a quick addition to the above. The reason I ask is because I've copied the 'FieldServices_AddEditWorkOrder' screen and made a number of changes over a few days. I wanted to release those changes so copied my screen again but chose to replace the links for the original screen. I noticed that the 'Add New' buttons from ...

I have been creating some mobile screens, or rather optimizing current screens for mobile. Most have worked without problems. However I have edited the 'New Item' screen and optimized it for mobile to allow field engineers to add new service and inventory parts whilst on-site. The new screen worked until I optimized it for mobile. Now ...

I'm looking for some advice on best practices for copying screens, developing and then putting changes live by copying a second time and replacing links. My thoughts were... Copy an original screen (call it 'Original Screen') without replacing any links. Call my copied screen 'Original Screen_Temp'. Work on modifying this ...

That did it.  Thank you. Jon

Hi Rafiq, There is a 5meg file size limit. We are currently investigating the possibility of allowing for larger file sizes....but I can't give an ETA at this time. Dave