Method Community

John- The orginal screen should now be fixed. You may also want to add the Activities, Opportunities and Cases tab to your Field Service Operations tab group or which ever tab group you use with Field Service Center. -Michael

Thanks Michael!  It's such a relief that this can be duplicated.  I really don't think this Action is working properly and the more I worked with Grid automation, the more I wished I had this action to use. I think there is also a race condition problem with Save Section, which would be the workaround to this kind of automation, ...

James - Click Add Row a few times in the designer and drag each object so that it is in its own cell. Paul

This is what I have, I guess the fields are to toall or the field names are too small.  What's the  best way to a) fix this on this screen and b) standardize this so future screens work out? From MethodCRM

jnoneiliv1, I am going to need to test this out further but from what I have tested so far, Save Grid Row may not be working properly and I was able to duplicate the issue you mentioned with adding more grid rows after a save. -Michael

John- I was able to duplicate this, It seems to only be happening with IE and not FF and Chrome, I will create a ticket for this. -Michael

l.maurer, Method is intended to integrate and sync with QuickBooks. In theory you could probably get away without using QuickBooks but it is not suggested. If you’re going to do so, take caution and realize you may encounter screens that may not function as they were designed to. -Michael

But....... Save Section works well when tied to a Lose Focus event to save the current row in the grid, which will update the Amount column and activate custom links in the grid, but using Insert New Row after Save Section in the action sequence does NOT work. It looks like Save Section is not properly implemented and the Action Sequence plows ...

Update. Using Save Section works.  I would think that Save Grid Row might be more efficient, but it just might be necessary to shut down the entire Grid edit session to get the row and grid to save.  

Michael, I am trying to duplicate the function of the Update link without requiring the user to Click the link while entering line items on an order.  I am trying to use the Lose Focus event trigered when the user Tabs accross the cells of the line item.  I need the current grid row to save and update the grid to show the total Amount ...