Method Community

Hi Victor, What I am doing is exactly like scenario 2. I am updating multiple fields that are all custom fields, so none of them could possibly be the name field. If it would help, we could do a GoToMeeting for you to see it in action. I have some time on Thursday morning. Let me know if that would help or if I can provide any more ...

Hello!  I am working with sales orders and creating invoices from those sales orders using the "Create Invoice" button.  After you select the items to invoice and click "Next" an invoice screen pops up.  I would like to replace that standard invoice screen with a custom invoice screen since we do not use all of ...

Hello, I'd like to add a button which opens up the user's default email client (Outlook, gmail, etc.), inserts the relevant to: and subject: fields, and possibly adds an attachment. I do not want to send mail through Method, for a variety of reasons. I know that for the attachment, I need to generate a report and save it as an action ...

Hi Matt, In order to have a better resolution to your problem, can you give me an example of a query you would do with a MethodAPIUpdateV2? With a change of code if there is a duplicate name, but you are not editing the name field itself, then you should not be getting any error messages and the record will be updated with data you had passed ...

Hi, I am trying to get the value of Balance when I select a particular customer(Field is Fullname) without using grid.  Do I have to use Conditional statement or retrieve value from table action.  

Hi Victor, I tied it again last night and I'm still getting the same message occasionally. With the change to the code, what should happen if there is a duplicate name? Should it now be saving the update?

Hi Matt, You are getting this error when you are modifying a customer that has the same value for a parameter "Name" as other Customer/Employee/Vendor in the database. This shouldn't normally be the case, since "Name" field is usually a unique field, but it does happen in exceptional cases. Since you are not modifying the ...

Somebody recently asked me how to create an email message with line breaks.  So, I thought this might be helpful for other members of the forum to know as well.  The email body needs to be formatted with html.  Therefore, when using the character function to build a concatenanted action result that can be used as the body for your ...

Paul, The "Load Web Page" solution could be a clever workaround.  I thought that possibly there might be a way to use an action to send the Attachment to the Web Browser to be opened, but I can't find an action that passes the Attachment data into another web session.  I would like to be able to keep the Attachments in ...

I am using the MethodAPIUpdateV2 to update fields in the Customer table. All of the fields that I am attempting to update are fields that I added, I am not trying to update the CustomerName or FullName fields. Occasionally I get the error "Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks.  This Name is ...