Method Community

[quote user="smohyee"]Where is the data kept in Method to show whether a certain Payment Receipt was processed through a gateway or not, and that it was processed successfully?[/quote] If you have a look at the Credit Card help article you'll notice that step 20 has an option to enter a name for the action result and action result ...

Hi Wavetec - I'm an advanced certified Method consultant and provide an extensive amount of support and customization services for many clients using Method.  In similar customization projects, we've added an additional selection grid on the left of the screen to accomplish this.  It sounds like you've already added the ...

I'm not sure if that's what I need to use or not but I have a CUSTOMER screen based on the CUSTOMER TABLE.  I have a GRID with select and the customer name so I can choose a customer and see all their info (name, acct#, address, contact info, etc.) I also have another GRID on the screen that referrs to a "SURGEON CONTACT ...

I built a new screen, displaying a grid based off of the transactions table. I'd like to use the SQL override function to allow for a summarized view of transactions by account. After watching the finer points of the webinar, my main problem is that I can't add a new field to the Transaction table. This field is needed to insert the ...

 Ok. I've tried this with every permutation I can think of. I keep getting the same page. It has the Method CRM heading and a blank page with the "waiting/loading" icon in the center. I'm not sure if it's due to invalid data or a server issue? The response was successful, I took the URL it gave and pasted it into a ...

LaCrews, It is currently not possible to do that with the API. My suggestion is to create a screen and use the loop through table action to do the update Dave

From what I can see we can only update a single record per update call. I have a situation where I need to update a boolean in 2,500 time tracking records and am concerned about timeouts.  Is it possible to have a where clause that is something other than a single RecordID?

 thanks for the reply. I will try this. In my case, this must be pure API, and I am using a new un-cusomtized UI. I have to have it generic so it can be used in any customers system barring some weird stuff they may do.

 Hi Jacob, There are 2 ways to do what you are asking. You can use the create short method url action from within method itself. (You can read up on it at http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Create-Short-Method-URL&id=165) The second way is using the API, I will provide examples below. My ...

I just checked through the list of options for the "Call another action set" action, and I notice those two action sets do not appear there.  The options for "Copy action set" do not include those two either.    I've noticed that when you change the active record ID on a screen (by, say, selecting a ...