Method Community

My reports are usually executed like this: user selects one or many records in a grid, then selects Print. I roll up the RecordIDs and pass that into the report. What's the best way to run reports given a list of Record IDs that have a detail table associated, ensuring each new Record and it's detail info starts on a new ...

We often create multiple Activities/Work Orders (WO) for each Sales Order (SO). For example, a SO may have 2 WO's - one may be a Delivery, the other may be some type of Service Work we perform. I've created a WO report and it works great (I pass in a list of Activity/WO IDs), but I need something else. On my WO report, I would like to ...

[quote user="NeilRick"]Is this possible to do with activities tab[/quote] I forgot to mention the auto-follow-up feature on the activity page, instead of recurring you could use the schedule a follow-up checkbox to initiate the follow-up.  Clicking this checkbox will reveal a section allowing you to trigger a specific ...

[quote user="NeilRick"]Is this possible to do with activities tab[/quote] I forgot to mention the auto-follow-up feature on the activity page, instead of recurring you could use the schedule a follow-up checkbox to initiate the follow-up.  Clicking this checkbox will reveal a section allowing you to trigger a specific ...

[quote user="MikeB"] Is it possible to set the default filter on the Documents List screen to "Shared Documents"? If so, how? [/quote] @MikeB - I've got good news.  The new version of the documents list should be released by tomorrow so keep an eye out on the release notes. 

Hi Karen, [quote user="kdellaripa"]Anyone have a suggestion where I can get around this issue?[/quote] There's no getting around this - we mimic exactly what happens in QuickBooks after sync so we can't allow overwrites with RateXQty.  What you could do is overwrite the rate with desired Amount/Qty.   If the ...

[quote user="NeilRick"]Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions and date differences?[/quote] You could use the recurring activity feature when creating a new activitiy.  The basis for recurring is quite flexible so you should ...

Hi!  Hoping someone can help me here. I've written a code to calculate when Qty x rate doesn't get to a minimum amount, that Method should put the minimum in the Amount field.  I have this set to work when there is a text change on the Item field in the Invoice Line Item (I have already entered the quantity).  It works ...

Yup, it works now, and yes, I probably hit finished editing fields. I was wondering why the TenantID field wasn't showing up in there. It is showing up now. Did you see my earlier post about the CreateMethodUserV2 call? Thanks for getting the account straightened out.

I solved my problem. I just needed to use the existing BudgetID dropdown field, chosing the columns I wanted displayed instead of adding a new drop down object. It's all working great now.