Method Community

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

Hi Adam, Thank you so much for following up. I will review with my boss as she has access to this screen.  You and Ashur have been VERY Helpfully (I do not use this word lightly)!   Thank you!

When you first copied the screen you should have selected Replace links to an existing screen on Step 3 of 3. That's most likely why the option is not showing up when editing a contact. In order to get around this you can create a copy of your customized screen and do what I mentioned, remember to replace the original screen: ...