Method Community

I'm still trying to build a report the way I want. I'm currently filtering a report with a list of RecordIDs for the Activity table. However, in the report I have also have the JobItems table unattached. I'm trying to filter this table from the Generate Report action as well. Is this possible? Can I send in filter criteria for ...

Greetings, If i want to move from qb desktop to qb online, would i still have to start from scratch with Method with all my custom work?  Thanks, John M

I would like to perform an action while looping through checked items in a grid.  I would also like to uncheck the items once finished, thus preventing the user from forgetting to uncheck the items manually.  Are there actions to allow me to check/uncheck the grid column checkbox while looping through the grid? ~V

Hi Chad, So I have watched another webinar on customization and it seems that my screen looks different form th ones on the webinars.  In my "customize" thne "screen" tab - all the screen choices have a 2 or 3 little pictures of paper with the words "copy"  "view" and sometimes "edit" to ...

[quote user="Rolf"]Where would I find that in Method?[/quote] It's definitely not part of our stock screens so there might be a reason why.  I've asked a team member here to clarify and will post back. ~C

I was unaware this was a DevExpress tool...I'll have a look there (and their forums) for details on getting access to the "current" record ID for a report. Thx

In Quick Books on the Receive Payments window there is another button for choosing discount as a payment method.  Where would I find that in Method? We would like to be able to do this through the Receive Payment process as this allows for the auto-applying of this 'payment' thanks, Rolf

[quote user="Blake C"]Could I use that somehow to get access to the current WO ID within my grid? Is there some other way to get access to the current row of a report?[/quote] The only suggestion I can provide for you on this is to look at adding a second detail report to get access to the data you need.  I've got 2 ...

[quote user="Rolf"]This does beg the question of why would one assign a user more than one role, as the higher always trumps anyway?[/quote] I can't think of a reason why you would double up role assignment but I'm sure there's a use case out there.  I think the lesson for roles is to carefully plan them out before you ...

[quote user="bobbie56"]Where is the "session" you are talking about?[/quote] Value from session is available as an option when updating any value in Method.  For example, Enter Value Into Field On Screen will allow you to select value from session as an option in the dropdown: ~C