Method Community

Hi Ivharris, I also wanted to update you with some additional information for the post. I would do the following steps to modify the copy of the Activities List screen: In Step 1 of 9 for the Activity Grid, make sure you select Checkbox column which will bring up the checkbox column which will allow you to select multiple rows at once. In ...

I am getting the same error message: Expecting 'End Loop Through Grid'. Action order: 16 Oh-oh. Your actions didn’t pass Method’s latest and greatest logic validation. If this screen worked earlier and has now stopped working, we recommend your administrator adjusts the actions to resolve this issue.   But ...

Thx for the ideas. I'm already doing a lot of customization to this application so staying with the built-in Method security (roles/users) features would be a big benefit if at all possible. My Solution: I wound up removing the 'Delete' link from the ItemList grid and adding a Delete button (as link) to the ItemInventory screen ...

Hi, in my older version of Method, I had the option of selecting Rep as a column that showed on the invoice and sales order screens, under Existing Sales Orders and Existing Invoices.   All I see as options now are: RecordID  Select Invoice # Date Customer:Job Amount Balance Do you know how I can add Rep to this list so when I'm ...

Blake Here's an another approach.  You can add an unbound text box object to the screen, label it "delete password", and set the masking property.   You can then use the user supplied value in your condtional statement.  

In last weeks blog I was raving about the new capabilities we’ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions.  Now we’ve gone one step further and extended this capability to some of the most common transactions in QuickBooks.  Which transactions?  Thought ...

Blake There are a number of ways to accomplish this.  Here's one idea.  Add a new field to the users table called "IsPrivileged" then surround the an action set in this case the delete link with a conditional statement that tests true when  the signed in user is privileged. 

Hi lvharris, If you go to the Field Service Operations tab group, you can renew selected work orders. Work orders that are recurring have a start date and an end date. The renewal process calls upon the "Renew Recurrence" action which does the following: A. Increases the Start Date by 1 year. B. Increases the End Date by 1 year. C. ...

Hi viret56, The only way that you can display numbers in the grid on a screen to the nearest 2 decimal places is by adding the field type of decimal to the table associated to the screen. Adding the field type of money will permit the user to display more then 2 decimal places on the grid while the decimal field type will round the number ...

How can I secure a link (or any column) in a Grid? For example: I don't need my salesmen deleting Items. Can I prevent them from seeing and/or clicking the 'Delete' link for Items in the grid? Can I effectively hide a column in a grid based on security? Thanks...