Method Community

One question on that: When linking to the document, will the URL be for the document itself or for the record in the Documents table. Would I be able to launch the document and print it from the Activity detail page, or would I need to go into the Document record detail page for that document and launch it and print it from there?

It works now, but I'm not sure why. It tried it with single customers, and with accounts that had the same parent name, and those worked. I noticed that the "Where" option allowed me to say: Where RecordID (in the customer table) = Value From Screen RecordID (in the Customer table). Strange how entering the same field on both ...

Just want clarification: It's not possible to use SQL advanced script for the "where" portions of looping through a table, right? Unlike in Retrieve Value actions where the Advanced Script option is available.

Just to be clear, I'm looping through the Customer table and retrieving values from the Activity table. I get the Action Sequence Order:40 Error after a while (not immediately). Again, the error says Cannot update field in table "PDF Hours". So it is crashing when trying to update the PDFHours field in the Customer table by pulling ...

Yes, documents are attached to certain activities. Exporting them without those fields results in good data, but I think that it's messing up updating all activities when I retrieve values from that table.

I mentioned this in another post but I thought I'd make a specific one for this. I added an attachment field to the New Activity screen, and users are able to attach documents. However, exporting the table leads to quite a few rows of character strings occupying the entire Certification Document column and spilling over into the first column ...

I forgot to mention: in the cases where the extended character sequences are in the first column (ActivityCompanyName), there are no other data in any of the other columns for those rows. When it's in the Certification1Doc column, the row is an actual record. Could it be that the excessive text is overflowing the entire cell and spilling over ...

Again, I'm retrieving the duration of activities from the Activities table for each customer recordID and populating them into a column I created in the Customer table called "PDFHours". I'm using SQL to do an advanced query tied to a button click, and that seems to work mostly, but I'm having problems perhaps dealing ...

Thanks again. And by the way, some of my earlier issues were due to the fact that the action result script that I was referring to in the Retrieve Value From Table action was replaced by a different action result for some reason, and I was unaware of it. I have seen that help section before but I forgot about it. Thanks

Well, I used the square brackets to surround the fields and that seems to work. My final issue is this: How do I show results that are within certain dates. The following script works for me EXCEPT for the date part: [FullName]='customerfromrow' AND [ActivityType]<>'Admin:Active Selling Status' AND DueDateEnd < ...