Method Community

Hi DominionLiz, You can make a copy of the SchedInv_WorkOrderList screen and reverse engineer the Copy Selected event of the More Actions... button. Then reverse engineer the Copy Work Orders button on the SchedInv_CopyWorkOrder screen. You can definitely accomplish what you're looking for by breaking those buttons down and seeing how they ...

Hi Matt, Please enable the MethodSupport user on your account then email me your Company Account name and contact information. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for the MethodSupport user. - Ashur

Hi ElginMaid, You have 2 options here; either hide the appropriate fields, or use Group Items instead of separate items. However depending on how your pricing/packages work, the second option may not be a viable solution. To hide the fields on the grid you can just create a copy of the screen, edit the grid, then marked them to be hidden under ...

Good question, but no need to worry. You can change the label/caption of the field on the screen as you please, the actions associated with that field will show the updated label name. You can confirm this yourself by changing the caption of one field, e.g. rename Employee / Vendor 1 to Foreman. Once that's done go to one of ...

Hi sethjt, Yes you can do this by adding a Filter String to your InvoiceLine Detail Report. Take a look at my example below. - Ashur

Yes you can do that, just remember that the Team Leader is a Method user. So just create a Method user that does not need to sign in and name it Crew 01. You can then assign Carlos and Jose as employees to that team and enter their time in/time out info for Work Orders assigned to that user. - Ashur

Hi Marcelo11756, This sounds like you're doing it correctly since you can't assign Work Orders to a team. Let me make sure I'm understanding this first, correct me if I'm wrong: You have created a team called crew01 where Carlos is the team leader and Jose is a member. You assigned the Work Order to the Team ...

I believe what you are trying to do is possible, however, this type of customization goes beyond the scope of the forums. It would need to be taken to the next level; speaking to an in-house Consultant or a Method Solution Provider. What you can try doing is creating a custom table then populating it with all the data you need for the report, ...

Hi Rolf, Just to get a better understanding can you please advise what information you would want to display on the report? You mentioned the Customer and Activity tables, do you know wht specific fields you want to show? Grouping and sorting may be a little painful but once we have more information we can help guide you. Additionally we ...

If you don't already have them then go ahead and add them as new Money fields to the table. You'll then be able to add them to the screen and grid. - Ashur