Method Community

Hello mizebls, The only time a notification would be received is when the lead actually enters data into the web form, this notification will be sent to the user that created the web form. The other way, as you mentioned, would be through a Follow Up Activitiy notification. - Ashur

Hi mizebls, Technically you can include the AssignedToField from the Activity table in your web form but this would not be recommended as the lead who's submitting their information would need to select from a list of your Method user names. This is a potential security concern, also the lead may not know what this field means/is used ...

Hi Marcelo11756, The Activity table holds all Work Order records, as they are technically an Activity Type. When you say service item table, are you referring to the Item table? If so, the Activity table is already linked to it by the FullName field in the Item table. What is your goal? What exactly are you trying to ...

Adding filters would be the best way to show your data the way you want it to appear, i.e. only records of a specific ActivityType. No challenges are mentioned but the current way the system is setup does not support multiple resources per calendar, so if you change one of your calendars to show a different resource (ActivityType) ...

Forgot to add: you should check out our blogpost article - Charts in Method Report Designer. That's a very helpful resource to help getting you started and on the right path. - Ashur

Hi Wavetec, What ActivityType are you trying to display in your calendar? I customized my calendar object to only filter by the ActivityType of Work Order. This was done on Step 7 of 8, see screenshot below. You shouldn't change the default resource of AssignedTo (Step 3 of 8) as there are challenges in working with the ...

Hi Karen, I noticed that you had a similar post today, is this the same issue? If so is it still occurring after starting over? What exactly did you add/change because there is no GroupHeader3 section by default on the Invoice template. - Ashur

Hi andy, We don't have any documents or resources specific to creating dashboard charts, however, those charts are technically reports. So if you create/customize your own report using our Report Designer you will be able insert it onto one of your screens, i.e. Home Dashboard. In order to insert a report onto a screen you will need ...

Hi Kyle, Try adding this IP address to your whitelist as well 209.61.180.162, then test and let me know what happens. - Ashur

Still can't replicate it, I even enabled the Show in HTML editor option for one of my fields. What field type is your Comments set to in the table? Can you email me the Company Account name along with the screen/table names, also please enable the MethodSupport user. - Ashur