Method Community

Hi Nebo, I think I've recreated the issue you are having. I'll need to investigate this a bit more to see if there's a limitation to this particular table or something else in play.  I'll report back here. - Adam

Hi Nebo, Where does the CompanyWithID field come from?  Is it its own table or just a field in the Contacts table? If you are adding a new field to the Contacts table, you won't be able to make it unique.  This is becuase there are already records in the table and therefore by adding a new field, all values in that field will be ...

Hi Charles, Can you email me the screen this is happening on?  The only other thing I can think of is that you may have selected the wrong grid. - Adam

Hi Charles, I took a closer look and the Refresh Grid action already in there is based an a conditional statement that it will refresh the grid only if EditEntity is the last popup called.  Since you are using the Invoice popup, this refresh is not being called.  Have you tried putting the refresh grid action as the last action in the ...

Hi Charles, Sorry for the late reply. This issue you are referring to is related to QuickBooks Online I believe.  They changed they way they handle the addresses to free form, which in turn affects they way we receive them, and how we set them up. We are still working on this. You issue however I don't think falls into this. ...

Vicki, There are two ways to achieve the hyperlink you are looking for.  The first way: Save the hyperlink code into an action result.  I used <a href="*"  target="_blank">*</a> . The "*" are place holders for the actual web address. Use a character function to replace the * ...

Hi Jon, Sorry for the late reply.  I'm going to put in a ticket to see if we can only populate these fields (NameOnCard included) if the Payment Gateways is selected, instead of pre-populating them on the selection of the Customer. I'll update you here, Adam

Looking at the second screen, I would change the Where clause from RecordID = Action Result: refnoresult to RecordID = Value from Screen RecordID. An even better approach would be the action I suggested above, if the recordID is available on screen. If this is being imported through the API, where are these actions posted above taking place? From ...

Hi Andy, I can check to see if a field that is part of another longer field name causes issues. For example, is Estimate.Customer rendering before Estimate.CustomerFullName can render. I can see situations where this may come.  I'll post back here on what I can find. For you purposes, since its a replicated field, I'd just use the ...

Hi Charles, I believe the action is working, however depending on what you're tyring to see, the value may not updating just yet.  For instance, in my example, I added the IsFullyInvoiced field to the Existing Sales Oders grid. The grid does update, however that field in particular will update after the invoice is sent to QuickBooks and ...