Method Community

Take a look at the action: Insert Recurrence Date - "Useful in scheduling ongoing or recurring appointments in the future, the Insert Recurrence Date action allows the user to insert a recurrence for scheduling." Sounds like this will help you achieve what you are looking to build.  — Morty

What would the best and safest way be to repeat an action until 'x'? Im trying to create a series of activities on a daily basis until a certain date. I need the action to repeat until the date.  Im thinking of having a button click itself, to be stopped through a conditional statement. Not sure if this would work though as I ...

Hi. I'm new, and trying to create a form letter with the CRM and Report Designer. I'm attempting to use a HTML input field for the letter body.   This works fine, except for the dynamic fields.   Anything like [opportunity.contactsName] is ignored by the report generation and prints static, unlike if I use regular text fields. ...

I have a very interesting problem and I could use some information about the quickbooks sync to help me solve the issue. The problem occurs in a very specific situation. When a user registers on the front end, we use the data to create a new customer record in method. This insert leads to a new customer in quickbooks very quickly, so the sync must ...

Thanks for the insight dknoben  I will report this bug to the dev team.  As mentioned above, I don't expect to see a fix to be implemented anytime in the near future as it appears to be a low impact bug.  I'm happy to hear that you have a work around in place at this time to prevent any special characters from ...

We are using the api to sync information from a web form that the customer fills out about themselves, back into method.  We first noticed this error when our QA tester tried to enter javascript into one of the fields.  We are now validating that no fields contain potential HTML or javascript tags, so we do not expect any users to be ...

Hi dknoben, I will create a ticket with the development team to investigate this further - however the likelihood of an immediate fix is slim based on the current priorities.  I'd like to better understand how you are using Method so I can relay this back to the development team (as we haven't had any complaints about ...

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 ...