Method Community

I'm trying to copy your section in the activity screen that allows emailing. I want that section available on my invoice screen. I'm not understanding all the programming of how to get it to work if I create each field on my own and try to figure out how to re-create all the actions you have already created in ...

[quote user="Method_Ryan"]An action you could add would be to have Method check the number of the last invoice, then have it add 1.[/quote] Hi Ryan - does that allow you to enter invoices in both QB and Method, how to you add the action?   thanks  

 Hey Joe, Try placing your actions on the select button, this way when you select the row on the grid and the txt changes, the select button then runs your actions to look for the new value. Also make sure that the default settings for the label are not set to hidden. If you want to hide the label before the user does anything, place an ...

Double checked my actions when initiating a text-change from user typing in values. It works perfectly hiding/showing when the user types in the value. Its only when selecting from a grid, that the events dont get triggered in the field. ~Joe

Hey just wanted to stick with my general posting form and leave the route i took to test my assumption. ---------- Testing: 1) Added "Action->ShowMessage" before the last action "Assign Value to Action Result". 2) "Action->ShowMessage"  displays "-- {MyActionResult} --". 3) When user types in ...

Hi. I recently e-mailed a set of actions to Ryan that did not appear to be working. I've narrowed the problem down to not be in my actions themselves. The actions are set to take place during a text change in a given field. When making a selection to a "main grid" on a screen, all fields on the screen are populated with data from ...

On Wednesday, September 23 @ 1:00pm EST, join Ryan Bell as he dives even further into Method's CRM Edition.  He will be discussing how to use the List Builder, create e-mail templates and using Method's Outlook Plug-in.   So how do you join and participate in the webinar?  Simply follow the directions listed ...

Hi Amanda. You are right. I had a blonde moment. I had checked the grid wizard before posting but didn't realize the 'Hidden' option in the grid wizard was set to 'Y' on a particular column when i scrolled through it. That was a nice quick fix. As far as the 'small gear' column selector, i was unaware that it was ...

 Hello Joe, The 'small gear' in the bottom right hand corner of the grid is meant to temporarily show / hide columns only for the current ‘viewing session’.  If the screen is reloaded or you log off then log in again, then it defaults to the grid preferences as set up in the grid wizard.  In your case, if you ...

Hey Matt - It's in the Method API v 2 docs: http://www.methodintegration.com/documentation/MethodAPIv2_0_Documentation.pdf API Call is "MethodAPIGetScreenURLV2", page 42. (yes, I know.........a blog entry is long overdue to announce that we have release V2!) Paul