Method Community

In the Field Service Module... when the invoice type is chaned to invoiced in a work order, the work order no longer appears on my calendar.  I would like it the work order to remain on the calendar.  I've looked everywhere for the filter.  Can you let me know where it is or what removes it? 

In the customer information screen I have an activity grid that show all activities for that customer.  Within the grid I have a comment link that retrieves the comment from the activity table and shows the comment under the grid. When I select the comment link it shows it below, but it doesn't clear.  If I close ...

Hi Marcus, I tested out the exact filter you described in your first post and it worked. There are a few things I would like for you to double check on your end.  Ensure that the filter you have customized for your employee is the default filter when they log in to the Time Entry screen. Make sure you link the user to the Employee/ Vendor / ...

 Hey John, Going by what you have explained, you have linked the RecordID from the Estimates table to the RecordID in the Customer table. This is where the error is since RecordID is required to have its own unique id. Remove the field that links these 2 screens and see what happens. This should get you fixed up

 Hey Everyone, I had some questions emailed to me that I wanted to post on the forum for everyone. 1. Where can I find a weekly timesheet or schedule template?  Take a look in the Employee section and you will find time tracking, if this isn't what you want then it may be a custom screen you’re looking for. You can design a ...

Your latest post: "what you stated in your original post would work but it seems like you were missing one step; to link the Employee/ Vendor / Other Name to the appropriate User under the User Settings and that should fix it." However, I have done as you suggested, and the grid is still displaying time entered by all employees.  ...

 I am now getting more information from Designer.  "Failed at Context = 138.  The master table (Estimate) cannot make a relationship to a child table (EstimateLine) becuase the tables are joined by a field (JobNo) that does not contain unique values."  The JobNo is referrenced to the Customer table.  I have ...

 Hi John, What type of document did you attach?  If you provide us the table name and record ID where you attached the file we can take a look on our end to see if there is anything that can be causing this, provided you are fine with that.  I tried doing an attachment and it worked fine, so we need to do some investigation to ...

 Hey John, What kind of report are you trying to make? What tables are you building the report off of? Once we get some information on what your trying to do, we can start working on it and give you some possible solutions. What is it your doing when you get this 138 message. When trying to add a detailed table to your new table, are you ...

 I did not add "File Name" to my screen.