Method Community

Hi Steve, Try adding the Customer's RecordID and Invoice's RefNumber fields to the InvoiceLine table as Linked Fields, linking them through the Invoice dropdown. You should then be able to filter off of them and display them on screen. Hope this helps. - Justin

Hi Craig, The easiest way to do this would be to put a regular Dropdown object on screen, referencing the LeadStatus table and LeadStatus field on step 4 of 6 of its configuration wizard. You could then add an Update Field In Table action to your Save button, using it to update the Customer table's LeadStatus field where the ...

Hi GetRXd, You can activate Email Reminders for activities by navigating to Customize > Tables / Fields and clicking Edit Table... for the Activity table in the list. These reminders will be sent 15 minutes before the time of the activity. Conditional Warning is an action in the action list. You can add it to any ...

Hi swm023, I assume you're using QuickBooks Online? We currently don't have access to add or modify employee records in QuickBooks Online, so that's why the table has been left out of the Import / Export Tool's Import function. - Justin

Hanley, You should be able to sort your loop by RecordID - Descending. In conjunction with looping only for records that have ActivityType = DesiredActivity, this should return the most recent DesiredActivity before anything else. You could then insert the value to your Textbox and use a Stop Processing More Actions action to prevent ...

Hi Hanley, Glad to see you've got this working, and thanks for posting your process here on the forums. Based on how you've set this up, I think the loop is going through the table from oldest to most recent. It overwrites the value in your Action Result / Textbox each time with the next value in sequence, and when it gets to the ...

Hi spmcfarland, Invoice and Entity are linked by through the Customer dropdown in the Invoice table (Customers are just a type of Entity). You should be able to filter your grid for Customer_RecordID = Value From Session - Portal Entity RecordID. I was able to do this with a grid attached to the Invoice table and it worked. For ...

Hi Craig, What do you mean by LeadsList table? Is this a custom table you have? What kind of fields does it have, and what are you using it for? - Justin

Hi pdx971, This has to be done manually, since the Save All Sections action only saves information for the table the screen is based off of. You'll want to add a Textbox object (for your student number) to the screen, and add a few actions at the end of your Save button.  You can use a Retrieve Value From ...

Hi Matt, Glad to hear you've got it working again. :) - Justin