Method Community

Ok, I think I found the problem with method. When I choose FullName for the 1st column for the dropdown for my Vendor, after I publish and save and test the screen, it shows only the RecordID. And if go back and edit this screen, it shows RecordID for the 1st column; it doesn't save my selection to display FullName only. I can only force this ...

Hi Paul, Thanks for your help. I was able to find the dropdown from the list of screens and add/delete options from there. In regards to designer, I know what you mean. I ran into problems with dragging from the InvoiceLine dataset before and realized it only works if I drag from within the InvoiceLine inside the Invoice dataset. While I was ...

I'm trying to create a new section for vendors similar to Activities called Bids. I've created a new table for Bids but I can't replicate what the Activities table shows, which is a text field called ActivityCompanyName Linked Via the Entity table. How can I create a text field in my bid table that is linked to the Vendor table or is ...

 I know how to set the default value on a screen field but can't figure out how to do the same for a grid field.  Any assistance would be much appreciated. -Paulette

Scratch that  "Which table do you add the field to, the Customer table or the Invoice table?" - I see from the subject that it was the InvoiceLine table! TIP 1:  Make a copy of the original invoice(Product) template and modify that.  Don't modify the original.......reason being....even the most experienced report ...

When you create a dropdown field all the values that appear in the list are actually in a different table.   When you are in the invoice screen, for example, the Customer dropdown shows you all the customers from the Customer table. So in your case you created a new dropdown field, I'm guessing, in the Customer table, called say ...

Another thing about these user created fields. How do I get it to show up in Report Designer so that I can incorporate it with the printed version of the invoice?

More specifically, it's a dropdown field that I want to add more options to when I drop down.

I created a new field in the InvoiceLine table. Is it possible to edit this field, or do I need to delete and start over if I want to make changes? Thanks, Andy

Hi Jonathan, I’m trying to replicate this in my test account and everything seems to work. I tried calculating OT by both day and view. So, let’s see if I can replicate it using your exact data. Can you please email me the following: Please walk me through the steps you take in Method as best as you can. Include screen shots of ...