Method Community

Hi JKM@SA, Do you have any actions on this grid? What are the standard Method fields that you have on the grid? I created a customer grid with 11 fields some of them being standard and some being custom and it is a mixture of all different kinds of fields and I am not able to duplicate your issue. -Michael

I have 11 fields on the grid, some of which are new fields I've added to the table.  I can change or add data in both the original customer fields and/or my new fields but when I hit update the wheel just keeps spinning.  I've tried to update both text fields and yes/no fields.

Hi Jessica, You would need to modify the actions found on the Create Sales Orders... button on the Estimate screen. The sales order is actually created before you go to the sales order screen. -Michael

Hi JKM@SA, Which fields do you have on the grid and what kind of changes are you trying to make? I created a simple grid based on the customer table with the FullName and Phone as fields. I was able to change the phone number and update the grid. -Michael

Hi JKM@SA, To do this you will need to add a drop down field to your table by going Customize > Tables / Fields and clicking Edit Fields... on the table you want to add a drop down field to . Drop downs can be created based on unique field in other tables. -Michael

I am trying to get some new information that I've added to the estimate screen to then carry forward once I choose to convert to sales order.  Which screen do I have to add the action to in order for this to happen?

I have created a new grid based on the Customer table.  I have set it up so that editing takes place directly in the grid.  When I edit and hit update I get the spinning wheel endlessly.  It spins so long, I have had to hit cancel every time.  Why does this occur?  How do I fix this?

How do you create a drop down in one table that references another table?

Hi Andy, I don't think you are doing anything wrong. I took at quick look at the actions that occur when you select a customer and it looks like it doesn't get the country info from the customer. I am going to suggest that this be changed on the default screen. In the mean time you could edit the screen and add the action so that it does ...

Hey John, Yes it should work.  -Michael