Method Community

 Hi Jim, Basically, your goal is to see fields from the Customer table (Entity table) when you open up your "Default Work Order Template" (DWOT).  In order to do this you have to go into your Activity table since the DWOT is based off that table and add linked fields using the EntityRef and then select fields you would like ...

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Hi Amanda, Thank you for your response. However, I have a few more questions. How do I add the Entity Table to my existing modified Work Order Design? What steps do I need to do in order to get this "Entity Table" linked to my Design, using Activity as the Master Table. I tried creating a Design with the Customer table as the master ...

Michael, We are looking into this and will update you as soon as we can.

 Hi Jim, Another option that is actually better for you if you are only looking to add customer fields to the work order, would be to add linked fields to your Activity table by using EntityRef. This will form the relationship between the tables so the fields will be available for you to add to your report. This way you can continue to use ...

 Hi Joe, Thanks for the update, let me know if it happens again.  

Hello Jim, My assumption is that your "Default Work Order Template(Print)" template is based off the activity table. Have you tried using Customer as your master table and then Activity.EntityRef as your detail table? I tried and I was able to see all the available fields on the right hand side.  The drawback to this is that you ...

 nope...

Okay... I went throught and deleted all entries in methods, to fetch time again.... for the day Nov 30, it got 10 times of the 25 that ARE in xora? Why will it not get that time, from xora and pull into methods?

Try to have most of the editing complete before you fetch from Xora into Method. Any entries not entered can always be brought into Method the next time you get Xora time as long as it is within the date range you are pulling for. Method will not duplicate by bringing in entries it has already grabbed from Xora. Another idea is to add supervisors ...