Method Community

    Hey Phillip, So I was able to create a screen that works for what you're looking to do. Start by looking at what fields are required to create a portal. Next create a table with those fields on it. At this point you would build a screen from this table and add in your login information for the users you want to have ...

Hey Everyone, I had a question sent to me over email that i wanted to share on the forum. Post Ryan, Are we only allotted several fields per section, i.e...... I created a new section and dragged the City, State, Zip from another section only to find I had no more in my tool box to replace them? Can I create another field in my toolbox to ...

 Peter, This is the italicized ...

James emailed back the following response: I did make the change you suggested and the error did go away; however, it then caused a new log to be created every time the work order was opened...even if a log had already been created for that work order in a previos session. Even though a pool service log exists...the screen behaves as though it ...

 Matt, I can't see the italicized part, can you copy and paste it again. The message appears when the Calendar-Recurrence object does not contain the basis (in this case Weekly). However unless you changed the screen and removed the Weekly option from the basis, you shouldn't be getting this message. Peter

You're welcome.  And - just in case you do need to make a page public without a login, there is a way to do so by using the create third party portal link action.  Just in case that ever comes up. 

Got it. Thanks Paul!

When using the Report Designer, can you add a dropdown customer list (Customer_fld) to select the customer data for only one customer?  If so, how would one do this?

 James, If the field is set to allow for non-unique values, then you shouldn't receive this error message anymore, no matter if you refresh your browser or not. If you'd like I can log into your account and do some quick testing. Otherwise you can set up a training session with your account representative and go over ...

any way of linking a new table (not in QB) to an existing table? I want to show non-QB data related by customer under the customer list tab as an additional section at the end. Also want this to pull under each customer's portal.   Thanks for any help!!