Method Community

Easy fix I think.  Sounds like you are doing is inserting the ORIGINAL EstimateRecordID into the EstimateLine.  That will make the new Estimatelines associate themselves with the original Estimate! Instead, look at the first insert action, where you are inserting into the Estimate table.  You'll see there is an ...

Heather - just an update.  The addition has actually been made in the "labs" now.  It is bundled with a bunch of other changes in progress that will likely take a few weeks to get finalized and tested before being made live. Paul 

I'm adding a "Duplicate" button to a custom Estimate screen. Here is the process I've created: 1. Insert Records into Estimate Table (this copies the necessary values from screen and places them into a new Estimate. This part seems to work) 2. Loop through EstimateLine Grid -- Insert Records into EstimateLine table. I insert ...

Hi pdirect, That is a great suggestion, and we will bring it up to our hard-working developers. As per your question regarding permissions, in order for Outlook Integration to work, you need to give "Edit Fields" access to the following tables: - Activity: (Note: This field requires both add and edit permissions) - Opportunity - ...

Just to update this thread, in this scenario the  LineTotal column is the Amount field in the EstimateLine table and the value for that field is calculated based on the Quantity, Rate and MarkupRate fields. Amount is the final amount for each line item therefore you can change the Amount value but unless you modify the other field's ...

Also a quick note, we would need to charge you at least half an hour of consulting time for a customization of this nature. Mike will be able to provide further clarification. Denis

Hello, What is the best way to limit access to Method by endusers? I have ~200 companies that I want to provide access to for a salesperson leaving the remaining companies unaccessable. Alternatively, is there a way to limit access by area code?   Also, if I only want Method to sync in one direction (ie end users can not make changes that ...

Hi Terry, It is certainly possible to do this with Method, what you have to do is create a field of attachment type on the screen and in the table that you wish to store these attachments, and modify the "send to email" action to retrieve the attachment from it using the "retrieve from session" by RecordID option. One ...

Hi Victor, Thanks for the response. Would it be possible to get this functionality added to the API? I just noticed today that there is an Installed Application List result that you can get from the Value From Session which is exactly what I am looking for, but accessible from the API.

Hi Matt, Unfortunately right now, MethodAPI doesn't provide users a functionality to check what Method Apps are installed on the account. You can try to use MethodAPIGetScreenURLV2 call to check which Apps are installed, however the solution will be extremely unreliable. The way you will check is by looking if a screen that is used in a ...