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Hi Dominic Riccetti,
We don't allow table join queries via the API. I'll put in a suggestion about allowing this in the future.
To accomplish what you are trying to do you need to link the tables first and then query the resulting table via the API.
I'm gonna point you at the following ...
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Is it possible to get an attribute that is a count of the number of records in the returned xml? This would be especially helpful when the call is successful but no records are returned and no record tags are in the xml.
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[quote user="dottie"]How can this info automatically populate instead of retyping in all the existing customer info?[/quote]
Each job of a customer is supposed to be a separate contact so there are no stock actions built to automatically fill in the billing and shipping addresses.
If you want to build the action for this you'll ...
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When I enter a new job for an existing customer, and select the job of customer, the billing address and info for the customer selected, does not automatically populate.
How can this info automatically populate instead of retyping in all the existing customer info?
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Customer
Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)
Edit Lead
Fixed (#3788) - same as the fix we applied for the New Customer screen. ...
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[quote user="John M"]Work order to estimate, is it possible?[/quote]
Not without customizing this. You may want to review the process we use to create an invoice from a work order by looking at the actions on the FieldService_WorkOrderList and FieldService_CreateInvoices screens. On the work order list screen ...
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Greetings,
Work order to estimate, is it possible?
John M
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Hi Tobias
Most likely the field you're trying to write to is linked from another table and would require a second call to the linked table that either updates an existing record or inserts a new one.
You can best determine the relationships by logging into your method account and viewing them through the table/fields tab link.
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[quote user="MikeB"]Is there something that I need to do to get the time drop-downs to show up in the "New Activity" screens in non-mobile format?[/quote]
Hi Mike,
To enter the time on a non-mobile screen you'll have to manually type it - there's no way to select the time like you can on the mobile screens right now. ...
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[quote user="viret56"]Can this be done between screens?[/quote]
Yes! When you're looking at your action list there's a radio button above the event dropdown which says copy action. Select this then pull down the action dropdown and you'll notice it changed to list all the action sets for the screen. ...