Method Community

Neil, One approach to consider... Save the document as a jpeg, then create a new report in Method and insert the jpeg as the only item on the report. Then you can generate the report and include it as an email attachment just like you are used to doing with the generate report action.

That wouldn't work, you would need to have the document uploaded to Method. - Ashur

Update: Well, it appears that the extra stuff in the field happens when I make it "Read-only". Is that a common thing, or a bug? I took off the "Read-only" option and I just saw a "Y".

OK, so I changed the flag to "Y", and it worked, but when I exported the Invoice table to Excel, the following information was populated in the TXNMethodFlag field: <span class="pspan">Y</span> That's why it's going over 31 characters, but I don't know why that gibberish surrounds the ...

Hey Ashur! I am actually trying to attach a non method doc somhow to a method email. Just a word file or an excel file from my desktop. 

OK, so I added the field to the desktop and mobile screens that we have. I made it hidden and set the defalt value to "Method". It works on the desktop version, but in the mobile version I get an error message saying this: "Cannot save values for TxnMethodFlag. Field ‘TxnMethodFlag’allows a maximum of 31 ...

Hey Neil, In order to attach a Method document of your choosing to an email, you would need to create a new screen based off the DocumentLibrary table and utilizing the Document object. This is a topic that his been discussed quite a bit and we have submitted feature requests to our dev team. Check out this thread for some more ...

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 ...