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Thanks. I'm fairly experienced with SQL, so I can probably retrieve the data. However, I don't know how to change formatting using SQL. Should I insert HTML (<b>) tags to do the formatting?

I wanted to follow up my previous post with a caution on performance issues with using 8 grids at the same time.  The Item table can contain quite a few records so loading and filtering 8 different grids off the same table may not be the best solution for this.   You can acheive what you need with just one grid using multiple filters. ...

John - one thing I'll add. For performance reasons, you might want to consider putting each grid in its own tab. That way it only loads if the tab is visible. 

[quote user="John M"]How many grids can i have in screen?[/quote] You can definitely put 8 (or more) grids (of the same table) on a screen and use a custom filter for each one.  You can even mix in detached grids from other tables if you need.  There's a good set of actions available for working with Grids so you should be ...

Greetings, I am working on a custom estimate screen for my landscape co.  One of the things i need to keep track of is making sure everything on the blueprints are entered in estimates. I was thinking of making a grid to each phase of a landscapers project. So one grid would be for all the plants, Another grid for lighting/sprinlker timmers ...

[quote user="kinetixjake"]We are new to method and were wondering if there is any way to customize the customer portal[/quote] Welcome to Method!  You can definitely customize the new case form on the portal to allow for document upload.  If you're new to Method I would recommend watching a few webinars here to get you ...

Hello, We are new to method and were wondering if there is any way to customize the customer portal new case form/reply form to allow clients to upload files with their messages? I know that staff users have the capability to attach documents to a case, so why not customers? Any advice would be appreiciated. I read another thread on this forum ...

After typing the post I searched for debugging on the forums and found this great thread (which you started!) with other tips.  My favourite trick was from LaCrews - use a label object on screen and use the enter value into field on screen as you step through the loop.  It wouldn't work in all instances but it's another nice ...

Makes total sense...that's pretty much what I described in my previous post. As soon as I started doing more things in loops within Actions, I started doing something very similar to what you describe. It's been helpful. Thx

This might be a little redundant but for debugging it could help.  This is a trick I use to capture all the processing steps on an AR to see if something went wrong and where. Call one of your ARs debug and use the character function to join the results together as they process.  For example, as soon as you pull the date to do your ...