Method Community

Hey Mahlon, I was able to replicate this error, I have created a ticket for our development team. I'll keep you posted here. -- Mortaza

Hey Mahlon, This may have been an odd case, as I'm having trouble replicating. I followed the same steps, Button pointing to Another Set > Renaming button > Save > and the Action was still pointing to the correct Action Set. -- Mortaza

Hey Mahlon, I have created a ticket for our development team to take a look, I'll keep you posted here. -- Mortaza

Hey Cameron There isn't a filter for Opportunity by Campaign. You can however customize the screen to add that yourself. You can take a look at the filters in place and use those as a guide to create yours. The actions for filtering are found on the Generate Report button. The field you'll want to filter for is ...

Hey Maureen, I did take another look, first I wanted to confirm which Roles you are referring to, is the ones listed under ‘Customize > Roles’ or the Roles on the Users table that references the Tab Groups? Knowing this we can put together a efficient solution than the quick one I put together that may leave room for a lot of ...

Hey Jason, In terms of Report Designer, we do not have a full documentation of all the Tables/Fields. If you have any specific questions in terms of any Tables or Fields to use in which case - I'm more than happy to help.  -- Mortaza

Hey Mahlon, I see how that table is available in M:C to retrieve records, I do not see it M:N. I have created a ticket for our development team to take a look. I'll update our thread as soon as I hear back. -- Mortaza

Hey Mahlon, Can you please send me an email with the Company Account and I can open a ticket for our development team to take a further look at the error. -- Mortaza

Hi Maureen, If I understand correctly, you do not want to completely remove the Activity Status dropdown for certain Users just certain options within the dropdown? I'll have to look more into if that's a possible option.  One thing that did come to mind you can try, (which we do on certain stock screens): You can try using ...

Hey Mahlon, I'm having trouble replicating this issue, I may need to know a little more on the Action Set. -- Mortaza