Method Community

I am still looking into if there is a way to attach a file (a survey) to emails that come out of method. I see lots of ways to attach reports via the generate report action. Then you can store them inside of an Action Result and send them out. I just want a way to send a Microsoft Word file which contains my survey to clients through methods email ...

Shane,  If the last uploaded place was SmartVault, the document will be uploaded to SmartVault via the gadget.  If the last place was Method, the gadget will upload to Method.  I'll update this thread when the feature is added. - Adam

Dottie, Were you originally replacing the stock invoice screen or another custom screen, and did you delete the screen you were replacing?  Also, can you lay out the steps you've done so far?  For example, which screen replaced which, did you add the tab link to the tab, rename the tab, remove a tab ...

Click here to view the image if you're having a hard time seeing it. And can you detail exactly how you're creating your Work Orders from a case? Is this functionalty you added yourself?

Hey John, I was unable to replicate it, see below, also didn't edit any of the stock fields that are automatically populated, i.e. Due Date End. Are you using the stock SchedInv_WorkOrder and SchedInv_WorkOrderList screens? - Ashur

All you need to do is right click on GroupHeader1 in the deigner screen and select Move Up 

I logged out and logged back in a few times, even prior to posting my last reply and the tab link go to in the transactions section/edit cutomer screen is still not working. These are tab links not tabs.  Thanks for the info I will do the same when I create tabs but in this case it is a tab link and it pertain to the invoices per customer. ...

Greetings, qbo>case>new activity> work order When i create a work order, mark it as to be invoiced, click save then do the work, complete the work order. I then go to work order list screen, filter the "to be invoiced" and the work order does not apear. When i create work orders this way, the due date end never gets ...

Greetings. Every time i create a new screen and add a tab at the same time, I would logg out of method, then log back in and the new tabs would apear.  If i did not do that, i would never see the tab. just fyi

Hi Tia, My colleague (Jim Baker) and I did a short 13 minute webinar on that subject at:  http://www.simplifiedbusinessportals.com/siteContent/learningCenter/msps.html Basically, in order to create an invoice from another screen we need to insert a record into the Invoice table and the InvoiceLine table.  In order to insert into the ...