Method Community

Hello Ben,      I can answer some of the simpler questions, but this looks like a post for the MethodAPI forums.  You may be able to find a Method Partner to help you use the API and link Encidia to your Method account.     To answer your Question for Method.  The leads are on the Customer table and ...

Hello Robert,    I wanted to update the forum post.  We had talked on the phone due to another support case you had with us.  I had checked the server and its time and everything is running fine.  Also, the functions Now() and Today() should give you the correct time.  The only thing I can come up with so far is the ...

Duplicate post.

Hello Mike,      You are right that the grids already in the contacts portal (the default portal) have filters that display only the records for the user logged in.  I want to give a little background.  The logins are based on the contacts table and for a transaction to display in the grid, the user has to have ...

Hello Jonathan,      An Action Sequence Order error means one of the actions on the button errored out.  Your first error is saying the third action on the button failed.  You can go to the screen designer and check the actions for the button to diagnose the problem.  Have you customized the screen in ...

Hello Cindy,    Sorry for the delayed reply.  The emails take the data from the table itself.  This means the field characteristics are set on the table.  You may have two types of fields.  One is Money and goes to two decimal places.  The next is decimal, which can be of any length but the length is defined in ...

Hello Robert,     To attach documents to emails, it would have to be uploaded to your Method account.  This allows Method a physical file to attach to the email.  You can load documents into emails, but they will always go into the document library.  You can have the interface in the background deal with the document ...

Hello Dylan,      The default screens in Method do not have a vacation/time off application.  It may be doable with some customization that indicates when an employee has some time off.  Unfortunately, we don't have this functionality. Greg

Hello,    I believe what you are looking for is the 'Start Loop Through Grid' action.  (Don't forget, it has an corresponding 'End Loop Through Grid' action).  With the loop action, you can find the records you have checked.  For each record found you have an 'Update Field In Table' action that ...

Hello Lance,     Sorry for the late reply.  I do not see any typos in the code.  I did a quick search for the error and you may have an issue with spacing.  Try taking away spaces or adding spaces.  It gives three lines where the error is occurring., but I can't tell the line numbering from your post.  ...