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Hi Mike,
You are correct. You'll need to use LIKE instead of CONTAINS.
FullName LIKE '%Main Account%'
Let me know if you run into any further issues!
Ben
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My apologies for what I am sure should be obvious but for some reason I am unable to make sense out of the instructions for actually running custom reports.
Just getting started with Method and have created a report in Report Designer. Now I simply want to run the report. According to the tutorials , blog posts and other instructions I ...
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Any help on this would be greatly appreciated. I have lost another, completely seperate screen to this same issue.
As best as I can tell, the conditional statement bugged out after I dragged an action over it, but did not drop it into the statement.
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I'm trying to test guest access to setup online invoice payment. I created a test customer with a test invoice, and added an email address. I shared the link with that test customer, and was able to follow it up get into Method.
Method prompted me to create a guest account, with a password. Once I did that, I get the ...
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OK, everything is ALMOST working according to the script below:
(FullName CONTAINS ‘Main Account') AND (TxnDate >= ‘<StartDate>' AND TxnDate <= ‘<EndDate>') AND (SalesRepRecordID = ‘<SharedListSalesRep>')
I use character functions to replace <StartDate>, <EndDate> and ...
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Is there an update to this? I still have this test screen on one of my apps iand was wondering if I could delete it now.
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I can confirm that the issue is resolved. Thank you.
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Hi Mahlon,
Im not able to recreate this on my end unfortunately. I Added a Picture field to my Sales Order Table, uploaded an image to a particular SO, and was seeing it reliably on ever save/reload of the screen.
Are you able to message me directly with the name of the Account/Screen that you are seeing this issue on?
Thanks ...
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I have an image field on a sales order. I can upload the image just fine, but when I save and reopen, the image is no longer there. This had bee working
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Hi Mahlon,
The intention for these Merge fields is that they would be based off your Display Preferences (Under Preferences > Display for others reading).
However, it appears this is not functioning as intended at the moment. After some testing, Ive discovered I can't affect the Email Date Merge fields ...
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