Method Community

Good Morning Alex, After some further testing, it looks like there is a bug with the Removing of data from the Customer Field on BillLine's. Ive brought this one up with our development team, and Ill report back once we have a solution for you Alex. -Ben

Hi Ben, The screen shot you saw actually gives me error because I use vendor name for customer field, but that is my test to make sure the value is taken by actions. In my real code, I use valid vendor name for it. Thanks for help, I'll wait for your result regarding how to set dropdown field to empty. regards, Alex

The New Field or Edit Field screens must have a refresh on the back button because I lose the filter on the Field list grid each time I add a new field or click a field to view. Could this be fixed?

Hi Alex, From the looks of this Loop, it appears you are trying to Add a Vendor type entity into the Customer field of the BillLineItem - This is not possible. Its strange you are not recieving an error message, as I tried to do the same thing and was consistently given an action sequence error when trying to insert the Bill.Vendor into the ...

Hi Victoria & Annie, I just wanted to follow up with you both on the time zone screen being displayed at login. Victoria - Our data shows that your last login was in-fact in Pacific Standard Time. Are you still experiencing this behaviour? Annie - Our data shows that your last login was in Pacific Standard Time (Mexico). This would coincide ...

Hi Ben, Here is the image for Loop table action http://imgur.com/xAuXelP By the way, can you shoe me how to clear/NULL a dropdown field? Thanks. -- Alex

Hi Alex, Iv just tested building a simple version of this on my own account, using an Dropdown not attached to the Screen containing a Customer List, And a Button containing the following actions The Customer Field updated successfully for me in Both Method and QuickBooks. Perhaps there is something in your Loop through Table Action ...

Hi Ben, Thanks for help. I have the screen capture of actions: http://imgur.com/a/ERr9Q Those BillLineItem are all saved, and synced to QBs already. I also tried to update "Customer" with a hard-code customer name, the system has no warning/error, however, the field are not modified. By the way, "Customer" is a ...

Hi umimeher, Sorry for the late response. The "Shared Customer Contacts" option is simply a filter view for the contacts grid. This option will show all contacts that you have permission to view. The stock screen does not contain an "All Contacts" filter. My guess is that this is a custom filter view that was not setup ...

Hi Alex, You should be able to update the Customer on the LineItems if they already exist without any extra steps. Would you be able to take a screenshot of your actions? or perhaps describe how the process works for your actions? Are you using the Update Fields in table action before the Item has been added to the Bill? Or is this updating ...