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Chad, thank you for taking the time to answer each of the points I listed. First let me clarify since I did not do this and now see that I should have, I would grade Method overall as an "A". It is a great solution and I hope my intent came across which was really to get feedback to see if anyone has ...
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I did all of the steps above but when I create a grid the field displays empty.
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So I have been waiting to get a screen shot, and haven't gotten one. I haven't forgotten you :) I just haven't had anyone tell me it has happened recently.
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First you'll need to create a link to the Activity table from Invoices so open up the Customize > Tables/Fields screen and click on the Invoices table.
You'll want to Add a New Field and give it any name (this field just creates the link).
Select the Field Type as a Dropdown and click Add Field.
You'll want to ...
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[quote user="MikeB"]The initial load for the 4th doesn't initially work, but then works when I select a rep ID.[/quote]
The only workaround I can think of is to use an Enter Value Into Field On Screen action (if the user is the manager) to change the drop down to a sales rep that doesn't have this problem. Then call ...
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There's a hidden refresh button that is activated on screen load. The first 3 reports refresh fine. The initial load for the 4th doesn't initially work, but then works when I select a rep ID.
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I have a field in the "Activity" table that I want to link to the "Invoice" table. How would I go about doing that? It doesn't work when I just link them to one another.
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[quote user="MikeB"]Hmm...I'm close...[/quote]
There's an action to refresh the charts, try adding a refresh chart action for the last chart onLoad and see if that doesn't help.
~C
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OK, the manager has a sales rep ID which I added to the dropdown list (from the SalesRepFilter table). I also made the dropdown default to the manager sales rep ID.
After unhiding everything, the sales rep list field now shows 5 reps (4 + manager), the dropdown shows the manager sales rep ID and the Assigned To field now shows the ...
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[quote user="MikeB"]I can try to add the manager's sales repID to the 1-row dropdown reference table and see what happens.[/quote]
I just thought of once place you could adjust that might prevent the error message. Under Customize > Users click edit on the manager's login look for the Link to Employee/Vendor/OtherName ...