Method Community

 Hey Phillip, What are the steps you're taking when you try and use the copied Estimate Report, I was abe to do it without an error. When you're trying to use the copied Estimate Report, make sure you fill in all the options for the action "Generate Report". If you don’t configure it correctly it can cause this to ...

Laura asked: I would prefer that when I log into Method I am immediately taken to the Activities tab where I can see my current activities as of today or older. How can I accomplish this?

 Hi Phillip, You would need to create some sort of relationship between the 2 tables. So an option for you would be to add a dropdown in the new table referencing a field on the existing table.  Once this has been done then you can add linked fields since the relationship has been created. To help you further, since you are a Solutions ...

I have copied and pasted this post from the Method General Q&A to the MethodAPI Q&A section. Going forward, please ensure that any Method API related questions be placed in that category. Thanks in advance!

 Hello, I have copied and pasted this post from the Method General Q&A to the MethodAPI Q&A section. Going forward, please ensure that any Method API related questions be placed in this category. Thanks in advance!  I am getting a insert error when I submit a journal entry via the methodAPI. The journalentry insert ...

 I am getting a insert error when I submit a journal entry via the methodAPI. The journalentry insert works Ok, but when I try to do the journalentryline I get an insert error. I have tried to just limit the number of flds in the journalentryline to just the Account and  JournalEntryRecordID but still get a insert error. Does ...

Sure looks like it! Thanks much!!

Hi:   I'm designing a report.  When I print it, the Method tabs appear on the printed copy.  Is there any way to modify the report (sales order) so that the tabs do not appear on the printed copy?   Thank you.

 If you're talking about how to show only one customer in Method Integration in the browser I would do the following. In the design screen (Customize > Screens) edit or create a new screen. Drag a dropdown object onto the screen. Edit the dropdown object. Go to step 4. Select Customer under the Value From Table dropdown. Select ...

Hi Phillip, Try comparing the actions for the "Go To" link from the Items screen and the "Go To" link for the screen you have created.  Since you are working with new screens you have created and new actions you entered, I am unable to troubleshoot and determine what exactly you are missing.  If you are unable ...