Method Community

First I have confirmed the shared result is valid as I am using the same value to pull other data from the main Purchase Order record (after assigning it an action result).  Second, I am unable to do as you suggested as the action I made with the start of the loop is not available in the drop down for the Character function.  I think ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customer and Contacts List Fix - changed the balance field to support 12 digits before the decimal place. (QBD & QBO) Small one for today but we’ve got more coming! ...

smohyee- What is the 'Due On' set for these activities? If the 'Due On' date is either today or earlier then today and the status is not cancelled or complete it should show up in this list if thats not the case, can you enable MethodSupport(Customize  > Users) and email me your account name and I will take a ...

I just took a look at the action list for that "active activities" filter, and apparently "active" means every activity that is not marked as cancelled or completed. So I may be experiencing a bug, because I've had activities created via the outlook addon, via the edit case screen, and via the new activity screen, and even ...

In the Activities lists that show up while working in the Case or Activities tabs, you can filter your list with four preset filters. The default filter when you open the activities list is "My active activities on or before today" As funny as that name is, I have been unable to figure out how to get any activity to show under this ...

mlepitt- The Show Message action doesn't quite work when used in a loop, in a situation like this if you want to see what a loop is actually looping through I would create an action result before the start of the loop and as the loop loops append the new value to the intial action result( ActionResult = NewValue +(Join) ActionResult) and use ...

smohyee- [quote user="smohyee"]1. For my custom tab, if I just name the link of the CRM_NewActivity screen after one of the links in your default tab, ie "Log Call" or "New Task", then the hidden button progrmaming will kick in automatically and turn it into the screen I want[/quote] You got it! [quote ...

I am attempting to loop through the PurchaseOrderLine table and find all lines that belong to a certain Purchase Order.  My intention is in a loop to grab the ID then lookup the item and QTY, then load the results into a Sales OrderLine table.  I have confirmed with a Retrieve Value from Table that there is a result, as I have it return ...

Great, thanks for the explanation, this answered my question!   So from that I can conclude: 1. For my custom tab, if I just name the link of the CRM_NewActivity screen after one of the links in your default tab, ie "Log Call" or "New Task", then the hidden button progrmaming will kick in automatically and turn it into ...

smohyee- The CRM_NewActivity ('Log Call') screens presets are setup based on the Tab Link name. When the screen loads it calls a hidden button in the Header section called OnLoadApperance-DONOTSHOW which based on the currently selected tab link sets up the screen with its presets. If you were to add to this button you can ...