Method Community

John, If you take a look at the Print > Print Selected invoices button actions on the Invoice screen it should answer most of your questions. Essentially the way it works is that Method loops through the list of checked grid items and builds a list of RecordIDs that will be used to create a dataset that is passed to the report.  So when ...

We have created a bunch of test leads through the web form. To delete these I have been deleting first the Activities and then the Opportunities in the Sales Center and then deleting the Lead in the Customer Center. Is there a 'one-step' way to delete data from multiple tables?

 I think everything is all set. Going live tomorrow. Thanks for all of your help.

Michael Thanks for the responce.  When I needed to make a report in Access, i made a query up and based the report off new the table. (Im letting you know how im thinking about making reports up) Is there a query in Method that I am not seeing that can collect the data off a grid and then store that as a value so the report can use that ...

pdirect, If you go to Customize > Portals, do you see any Portals listed there that list Customer Portal as the tab? If you do that is what the error message is referring to, deleting the portals that have the Customer Portal as the tab should allow you to delete the tab. -Michael

Hi John, When you store a value in an Action Result it is only local to that action set. So if you store 123 in an action result in button 1, once button1 is done doing its thing the value in the action result is cleared. If you want to store a value that is outside the scope of just one control (Button, Text field, drop down, etc...) you can ...

pdirect,  [quote user="pdirect"]Yes, you are right.  It is set to none.  Although this should not be the default when it's installed.  Everything should be selected and then I can change it to none if I want.  Now I need to go back and correct this on all the machines where I've already installed the ...

John, Web forms are free   . If you have any issues with web forms you can post questions here , since it is still in beta. -Michael

Ok..I am starting to see the ways of how Method actions are playing.  I am looking at the Field services Print/email work order section and learning how your taking the information from that grid and printing work orders. outher than my head feels like pepsi will take care of that. I do have a question about actions.  If I am saving ...

Oh, and one more suggestion.  What initially brought my attention to this issue was the fact that all of the default system templates needed for the customer portals show up in the template list.  But it would be best if these "system" templates were not showing up for specific users.  It makes the template dropdown box ...