Method Community

Dear Support: I have a grid built in Method:New, that contains a Link called 'View', that calls a Go to Screen actions for that specific record.  When I publish the screen, the link works fine, but when I return to that screen, the link is no longer operational.  The only way that I can make the grid links operational again, is ...

Thanks, that's an excellent suggestion.  I've noted it and we will towards better samples.  I need to do a bit more investigation on your Contacts question. In the meantime, this may be germaine to other API users but there are a couple things I find helpful when working with the API. All of the available calls ...

Hi Peter, I've re-written one of the VBA/Excel samples without the need for the Web Services Toolkit.  We will update the samples on the website but it may take a little time.  Feel free to email me directly (p.dyer@method.me) and I can share something with you prior to updating the existing samples. Regards, Peter

Thanks that solved it. Hopefully I wont need any more help (will see if I start to implement activities). Small suggestion, your API docs are good but as far as I can see most of the problems dont come from it but from generally lack of understanding about table structure/relations and required fields. My suggestion is to maybe add some ...

Email='target@mail.com' - single quotes - should work.

Hi, need one more thing. I cant seem to make where clause work. I looked at ASP example and there it says you can create where like this Where (eg. Balance > 0). Tried things bellow didn't work: 'strCompanyAccount' => '', 'strLogin' => 'xxx', 'strPassword' => 'xxx', ...

Found what I've needed and now I finally understand how to work with customizations. @Admin you can delete the thread.

Hi Peter, Before we talk API I wanted to make sure you are aware of the export function in Method.  In the GUI you can export the data you are looking for in csv format and easilly open it in Excel. However, since you mentioned API you are probably looking for more of a real-time interface.  The Method API is based on the SOAP protocol ...

Hi, I hope you can help as I've spent hoursa trying to work out how to get data into Excel. I was initally excited when I saw there was sample code, but it uses outdated references to XP Web Services add-ins which I could no longer obtain. So using webservice experience from before I tried to in the most simplest way just post the URL ...

Excellent, you have most of this figured out.   The Contact is set by setting the 'Contacts' value to the RecordID of the appropriate Contact in the same way you are setting the other fields (Name, OpportunityStage, etc). If you need to know the Contacts ID you can look it up in the Contacts table, like ...