Method Community

[quote user="Blake C"]Is there a way to do this?[/quote] Yes.  There's an action called Set the View Filter but you'll need to define the filter ahead of time, then call Set the View Filter on screen load. ~C

I'm testing this on my local account and will post up a reply when I can confirm this behaviour. ~C

[quote user="Blake C"]Why would a screen (in particular a grid) behave differently when loading from two different locations?[/quote] You might need to add a grid refresh action to the on screen load action.  When a grid is in a section the refesh only happens when you select that section.  Let me know if that works for ...

Sometimes, rather than loading a screen and manually typing in filter criteria for a grid, I'd like to pass in a value or two when the screen loads so the grid will filter based on this information automatically. Is there a way to do this? Sorry if it's something obvious and I'm just missing it.

[quote user="Blake C"]Can't I get the dropdown to filter on page load?[/quote] Drop down filters are applied against the list when your open the drop down.  I tried a few ways to pre-filter that list and I'm not sure you'll be able to pull the results of a filtered drop down.  You could try to add an action to the ...

I have a screen that is loaded using a Show/Hide Tab Link & Go To Tab Link passing in a couple shared result values that the screen grid will use to filter on. This works fine. I have another screen that, from an action, will do a Show/Hide Tab Link & Go To Tab Link to the same screen in question, passing the same shared result ...

 Thanks gentlemen for both of your help! In our office we do currenlty use the activity list and filter through the due on or before today. This was a request by a client so i just figured I would ask. Thanks again for all your responses!!

Jennifer, I agree with Mark. Although Method CRM does offer email or SMS reminders (if the user opts in for them) that are sent out approximately 15 mins before the activity is due, if you'd like a complete list sent to a particular person this would require customization. I don't see this being very difficult to do. My question to you ...

This question came in via email [quote] Question?  We are trying to upload a complete file into Method and the message is stating it's too big....10 Pages in one PDF file.... All of our files are like this,.... is there a way to fix the MB For larger file..... [/quote] Currently, we have a 5MB limit on any one document that is ...

In my opinion, yes,  customization is required.  Maybe the Method guys will chime in to verify.