Method Community

Hi Shaun, Sorry for the delayed response. I'm a bit confused by your question, but if I understand correctly, the "via ParentFullName" shouldn't matter because that's just referring to the dropdown you're calling from. The link should work the way you're setting it up. Naeem

Hi Meghan/Ken, This has not been resolved as of yet, please keep in mind that this issue was fixed for a long while, it only resurfaced again in the last couple of weeks.  Our development team is aware of this issue and they are working on a fix, I will make sure to post in this thread with any updates.  In the mean time, Ken, ...

Hi Shaun, There shouldn't be a field called CustomerName -- the field you would use is "FullName" in Customers, not ParentFullName. Can you confirm that FullName is there? If it is, that's the one in the list you should use. As for the second problem -- you can only move a section if it has fields/objects in it,  so make ...

Hi swm023, To answer your first question, regarding the error message you are receiving while creating a Work Order within the "Scheduling and Invoicing" app, this is likely something we we need to see first hand to help resolve.  Would you be able to send me a private email with the Company Account name you use to login to ...

Hi swm023, To shift the section up, you have to press the up arrow that's right beside the "Delete Row" link on a section. Does that not work for you? You would link the table to the Customer table, which has all the customer information. Make sure you check off any checkbox that says "show common tables only". Let me ...

To anyone following this thread, I have spoke with "Innovative" and he has since been in contact with his Method Solution Provider to get this error resolved.   -Ben

Hi Innovative, I don't see any attachment here, can you post it again?  You likely have to post your image to an image bank like imgur and then use the picture icon in the tool bar to paste the url you would have been given from the image bank website. -Ben

Hi swm023, Gotcha. So basically, the issue is the following. The way this last location conditional works is -- in the Opportunities screen, it sets a variable called "OpportunitiesLastLocation" and sets it as "OpportunitiesList". Then when you open edit opportunities, it checks to see if "OpportunitiesLastLocation" ...

Hi Antonio, Apologies for the headache! It does appear that our hide grid field action doesn't work -- I'll put in a ticket with our developers to fix this. In the mean time, the best option would be to add grids to different sections and then hide/show them depending on what you need. So if you want some people to the grid with 3 ...

Hi swm023, There shouldn't be an equal sign being used anywhere. The actual you should be using is the "Go To Tab Link", and you would select screenxyz from the list so it redirects thetere. Can you confirm that's what you're doing? Naeem