Method Community

 Hi: I found this on your forum over the weekend and tried to make it work without success: Question: Is there a way to create scheduled reports whereby I can filter by Rep?  For example, I would like a rep to be able see his/her reports such as: Sales by Customer (whereby invoices are filtered by Rep) A/R Aging (whereby ...

Michael, I was working with the customer file last night is it possible the file I'm working with didn't get updated??

Hi Michael, It's the customer table, do you still want screenshots?

HI Jessica, Does this happen everytime? For example if you were to add some actions right now, close the object you are working with and come back the actions are now gone? If this is the case can you email me your account name and ensure that MethodSupport is enabled (Customize > Users), and let me know the exact screen and object you are ...

Hi Victoria, Can you send me a screenshot(s) of all the fields that are listed in that table? -Michael

I have republished the screen and I get the same issue. Also when I go into the customer table and click "finish Editing Fields", I get an error message... this error is sent to method

Yes there is a  dropdown sales rep field on the table this grid is based on.. Victoria Shaw  

This problem is still occuring and I'm not sure what's going on, this time it's not even when I sign out and go back, it's as soon as I close out, I can't go back and edit the actions I just created.

Some additonal questions: Is there a SalesRep field on the table the grid is based off? Is it a dropdown?  If not a dropdown, at one point in time (i.e. when the grid as created) was there a SalesRep dropdown and was it removed? -Michael  

Hi, Have you tried regenerating the table that the screen is based off? (Look for the table click Edit Fields... then Finished Editing Fields) Have you tried republishing the screen? (Edit the custom screen and click Publish) Lastly if this screen was built of a default Method screen do you experience the same ...