Method Community

I have a very interesting problem and I could use some information about the quickbooks sync to help me solve the issue. The problem occurs in a very specific situation. When a user registers on the front end, we use the data to create a new customer record in method. This insert leads to a new customer in quickbooks very quickly, so the sync must ...

Thanks for the insight dknoben  I will report this bug to the dev team.  As mentioned above, I don't expect to see a fix to be implemented anytime in the near future as it appears to be a low impact bug.  I'm happy to hear that you have a work around in place at this time to prevent any special characters from ...

We are using the api to sync information from a web form that the customer fills out about themselves, back into method.  We first noticed this error when our QA tester tried to enter javascript into one of the fields.  We are now validating that no fields contain potential HTML or javascript tags, so we do not expect any users to be ...

Hi dknoben, I will create a ticket with the development team to investigate this further - however the likelihood of an immediate fix is slim based on the current priorities.  I'd like to better understand how you are using Method so I can relay this back to the development team (as we haven't had any complaints about ...

The following updates are now live for users of Method. Features Added contextual help articles in product (PL-11314) Added button menus - App developers can now reduce clutter of runtime screens by placing lesser used operations into a button menu (PL-11799)   Updated the style of buttons within Method, softening ...

On the Submit button you want to add the following action:  Here you are updating the HTMLEditor with blank text, clearing the entry. In regards to building a text input with multiple entries, this is possible to do, but not the most scalable option. As Text fields have character limits. But what you would want to use is the ...

I have run into an issue with the XML that is being returned by the API not being properly escaped. When I try and update a field using the MethodAPIUpdateV2 or MethodAPIInsertV2 calls, if a field is not valid, for instance, if it is to long, the API returns a message with the error. As an example I am trying to update my first name which is ...

Morty, Thanks for the instructions, they were very helpful.  I do have a couple follow-up questions: Is there a way to have the Submit button also clear the HTML Editor field?  I see that there is an option to clear the screen, but nothing to just clear the input field.  As a result, if I want to add anything in after ...

Hi Blake, By default all users have records set to be "shared". If you prefer to have each user see their own assigned records, go to the "Customize" tab > Users > select a user on the list > "Edit" > go to steps 7 of 10 and instead of "Shares all Records", uncheck that option and define if ...

I looked at my user's shared record permissions and it was set to share all records so i unchecked that and now the 'shared user' filter seems to be working correctly.