Method Community

Hi Shawn- I just tried it to and it worked in my account. If you enable MethodSupport (Customize > Users) and email me your account name I can take a look at why you are getting that error message. -Michael

If I ignore that error and proceed, when I get to step 4, I get it again.  If I ignore there, all my dropdown options are NULL.

I actually tried that too and again this morning after your suggestion.  I added a dropdown field to the Opportunity table called Vendor with Field:FullName.  Then editing the CRMQBO_EditOpportunity_GPS screen, I added the filed to the layout.  When I click on Edit for that field to add filters, actions, etc. I get the following ...

JKM@SA- These screens come with the New CRM and by default are in the CRM tab group(The tab group that is currently displayed is changed by using the drop down on the top right of the screen). -Michael

Emily- The individual items of an Assembly list are stored in the ItemGroupOrAssemblyList table, what you can do is link in the QuantityOnHand field into that table based on item and add a detached grid to your screen based on that table that is filtered by Assembly item from screen. This way you can see what makes up the Assembly and the ...

Shawn- If you are just looking for the Vendor FullName why not add the field into the table from the Vendor table? If you add it directly from the Vendor table into the Opportunity table as a drop down it will let you select FullName. -Michael

mlepitt- I'm glad to hear that you got it resolved.   -Michael

To update this forum post: The issue was that the grid was being filtered using Values from the screen which no longer existed causing the grid to just spin and load. A ticket has been created to address this issue in future. -Michael

I don't know what list we are using.  We have never used any of the Cases screens and have never customized them.  Shouldn't we have the most recent list automatically?

I've tried this a hundred different ways to Sunday and either there is a bug or I'm doing something wrong (probably the latter).  I am attempting to add a Vendor dropdown to the opportunity screen.  Ultimately, I want to pull in the Vendor FullName field. I added a Vendor dropdown field to the Opportunity table.  Chose an ...