Method Community

[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 ...

[quote user="CDS_Josh"]"Back in Method just after the Generate Report action make sure clear the fields again"[/quote] In the same vein as updating the company table before you generate the report, you'll want to make sure you clear those values from the table after the report is generated.  The last step is just ...

[quote user="crosewood"]I haven't been able to find a way to do this. Is it even possible to control the formatting conditionally?[/quote] Yes.  A SQL override would be able to help you to change the formatting on a grid.  On Step 2 when editing a grid you'll notice an advanced button, click that and you'll see the ...

Worked like a charm. But can you explain the correct way to do this? "Back in Method just after the Generate Report action make sure clear the fields again"

Thanks Chad..  I think I understand what you mean.  I will try it out and see if I am on the same page. We are under the assumption that the end-user will not be able to "update the custom field created above in the company table" each time they want to run teh report. But I will see if I can get it to work that way

Here's a decent work around as you cannot pass parameters from the Generate Report action.  Open a Method report and you'll notice one common table regardless of your report... the Company table.  Add a custom field to the Company table to hold the parameters you want to pass to the report. Just prior to generating the ...