Method Community

 Josh - Easiest thing would be to first add linked fields in PurchaseOrderLine table under Customize > Tables.  Since there is already a join from PurchaseOrderLine to PurchaseOrder, you can display linked fields on the PurchaseOrderLine table from the PurchaseOrder table. Then in the API, you can just pull from the ...

 Hello Kandy, To link 2 tables you can use linked fields. Please refer to the following post to learn more about linked fields and how to use them: http://www.methodintegration.com/cs/forums/p/381/1191.aspx#1191 For the 2nd part of your question on how to add a date filter to a report, you can do this in the 'Generate Report' ...

Hi there.  Val and Kris won't be in the office until Monday, so perhaps I can help. From what I understand, you have a child table (we'll call "InvoiceOtherDetail") and a parent table (Invoice).  What you want to do is put a grid on the screen for this child table so that when you are creating an invoice you can also ...

What are the differences between the Customer, Customer and Customer Lead, and Customer Lead tables? I'm working on transferring my information to a different account and I need to transfer leads and associated contacts and opportunites and customers and associated contacts and opportunities. I did this 1 yr ago when ...

Set up a Screen based on the Blackout table.   Add a grid with a few columns.  All of your data should display.  Then add an addition "select" column.  This allows you to add an action to this column. Call this column "Delete line"   Add the "delete"action.  and "refresh ...

Hi Mike, Setting the Default value of a YesNo field is actually a screen level action. Meaning you are just checking or unchecking the checkbox by default on the screen you are using to add/modify records, and actually has no bearing over what the default insertion value is. So to answer your question, if you were to add an ...

Hi Mike, Add your new IsDormant field to the Entity table first. You can then link it from the Entity table into the Contacts table. You will then be able to add the field to both the Customers and Contacts List and Edit Customer screens. If you take a look at the Contacts table, you'll see there are many fields that are set up the ...

 Hi Jason L, In the second scenario, you don't need to use the recordid after the insert, just the text to write to B. This is because currently the api does a look up internally and grabs the recordid. I'll illustrate this with an example (It's in C# and assumes you have all the references, etc added). I want to insert an ...

Hi Orlando, There is no Leads table in Method, a lead is essentially a specific Entity type, you would import leads into the customer table. The only required field in the Customer table is FullName(But you have to import it into the Name field). When importing your list make sure to add 2 extra columns for Entity Type and IsLeadStatus. You will ...

With the MethodAPI you don't have direct access......but it is pretty close!  You are pretty much writing SELECT statements against the SQL data.  You have full control over which fields you are pulling in, and your WHERE is completely SQL format. Have you used the API yet?  If not, you'll find it is pretty much what you ...