Method Community

The following updates are now live for users of Method. Features Added contextual help articles in product (PL-11314) Added button menus - App developers can now reduce clutter of runtime screens by placing lesser used operations into a button menu (PL-11799)   Updated the style of buttons within Method, softening ...

On the Submit button you want to add the following action:  Here you are updating the HTMLEditor with blank text, clearing the entry. In regards to building a text input with multiple entries, this is possible to do, but not the most scalable option. As Text fields have character limits. But what you would want to use is the ...

I have run into an issue with the XML that is being returned by the API not being properly escaped. When I try and update a field using the MethodAPIUpdateV2 or MethodAPIInsertV2 calls, if a field is not valid, for instance, if it is to long, the API returns a message with the error. As an example I am trying to update my first name which is ...

Morty, Thanks for the instructions, they were very helpful.  I do have a couple follow-up questions: Is there a way to have the Submit button also clear the HTML Editor field?  I see that there is an option to clear the screen, but nothing to just clear the input field.  As a result, if I want to add anything in after ...

Hi Blake, By default all users have records set to be "shared". If you prefer to have each user see their own assigned records, go to the "Customize" tab > Users > select a user on the list > "Edit" > go to steps 7 of 10 and instead of "Shares all Records", uncheck that option and define if ...

I looked at my user's shared record permissions and it was set to share all records so i unchecked that and now the 'shared user' filter seems to be working correctly. 

Anything thoughts on addressing this? It sure seems weird that the shared users grid filter would display records to other non-admin users (sales reps) that are assigned to my admin sales rep account.

I have admin access for my company account but I am also a Sales Rep with a few customers assigned to me. For some reason, the other sales reps see my customers/orders/etc in various grids even though the filter is set to 'Shared Users - Sales Rep Record Id'. Is there something special about my access that makes this filter not work ...

We're currently experiencing issues with signing into Method. The team is actively working on this. Sorry for the inconvenience. Kaitlin 

Hi dkoben, Apologies for the inconvenience here - Method does not yet sync with QBO CreditMemos.  This is the reason why your CreditMemo table is currently empty.   It is on our future roadmap to integrate with additional QBO transactions like CreditMemo, however I do not have any timeline of when this would ...