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How do I refresh a screen while in it? I've created a button in customer list that copies the full name, opens work orders screen, and enters the full name into the customer name (drop down) field.  However, in order for the remain data to come over, I have to save, exit, then re-enter the work order screen. I found refresh grid, but ...

 I found it.  I didn't understand what you meant by searching "ALL" the triggers on each field.   I knew the field that was causing the problem but when I looked at the actions there wasn't anything there.  It happened to be on "Button click" so there were no actions.  It was only by dumb ...

That is what I was looking for... Thanks, John

One other thing you might try is adding a Calculated field to your report.  You can right-click on the fields on the right hand side of the report designer and add a “Calculated Field” that can be dragged onto the designer.

As with any software development consultant, the role of Business Systems Consultants here at Method are to advise users of the best design practices as it pertains to a user’s specs.  If you can provide me with the specs of what you’re ultimately trying to do and how you wish to get there, I can offer you some general guidance on ...

You know it’s a sure sign of spring when you hear birds chirping in the morning on the way to work.  For those of you who don’t know, spring officially started on March 20th, although here in Toronto, it doesn’t feel that way just yet! Besides the birds, what’s all this “twittering” about?  Well if ...

Glad to hear that Method is providing you with an effective and viable solution for your business needs.  That is music to our ears!     Thanks so much for accolades. It just proves to us that we're on the right track. We are always working on improving the speed of the application.  We are working on some changes now ...

Well... The original report was and still is the sample estimate report.  I changed the logo and added some labeled text.  From that I created (copied/saved as) a new report (Proposal-Sprinkler).  Made additional changes to the text and it still works fine. I then tried to create (save as) the Proposal-Sprinkler report to ...

At this point, we'll need to address what's changed since you created the original report and copying it.  Especially because you were able to create the original report and it still functions properly, but now you are unable to create a new one.  I'll need for you to retrace your steps for me, detailing the entire ...

We do this already in the Field Services app.  I recommend you follow the steps in the Field Services app on emailing a work order.  You can do this from the Work Order List screen and follow our lead by reviewing the actions under Customize.