Method Community

Hi Magna, Generally, when you add a custom dropdown field to a table, a screen is generated in your account for adding, modifying and removing the records in the dropdown table. The screen generated will have the same name as the field and can be located under Customize > Screens. You can also build a screen yourself. Have a look at the ...

No problem, glad I could help  Audisho

Hi Mahlon, Since the time of your post, I have not seen this happen during my use in M:N. Have you been able to determine a reliable way to replicate this? Audisho

Hi Jason, Unfortunately, the only way to accomplish this in Method Classic is to do as you mentioned above with an SQL override field. Method New (M:N) uses a single search field that searches through all fields in the grid. Once all the features that you need have been implemented into M:N and you are ready to make the switch, this will no ...

Hi Conner, The Detail Report section of your estimate template lists “Estimate.EstimateLine.Estimate”, but the Detail Report on your sales order template does not list anything here. It also looks like you may have dragged the incorrect line item fields onto the sales order template. You need to drag in the fields from the ...

Hi Maureen, My apologies for not getting back to you yesterday. To my knowledge, around the time of your posting  we did not receive any other complaints of poor performance in Method. We may have just been experiencing a heavy load on our servers as this was during our peak time. Please let me know if this continues. Thank ...

Hi bcstlmo, We have some customization webinars that you can take the time to go through. While our documentation regarding customization in Method Classic isn’t all that thorough, we are making an enormous effort to have much better documentation for customization in Method New. There’s no Field Services app yet for Method New, but ...

Hi bcstlmo, I believe you’re going to want to use a field for this instead. If you just add a dropdown object to the screen, the data entered into the dropdown is not saved with the record. You can add a dropdown field to a work order by adding the field to your Activity table under Customize > Tables / Fields. Once you’ve added ...

Hi bcstlmo, Is this a dropdown field that you added to your Activity table or just a dropdown object? Are there any actions on the dropdown that could be clearing the value? Audisho

Hi bcstlmo, Selecting the value is definitely the method that you should be using for a dropdown field. I’m not sure why this isn’t working for you, but here are a few steps that you can take to try and resolve the issue. - Clear your browser’s cookies and cached files (http://www.wikihow.com/Clear-Your-Browser's-Cache) - ...