Method Community

Hey Greg, Great point, I know in Method:Classic you were able to copy Action Sets across the whole account: Which then would give you a list that looks like: I am not seeing this option in Method:New -- I have put in a feature request with our development team. I'll keep you posted on this thread. -- Mortaza

Hey guys, Updating our Forum platform is on the roadmap, I don't have an ETA - but the upgrade will definitely be fully responsive and adaptive and will work “as-is” in any modern mobile device -- Mortaza

Hey Blake, I'm not experiencing that behaviour on the stock SalesOrder screen. I took a quick little video here: https://streamable.com/8ott Please let me know if I am doing any action different than your explanation. -- Mortaza

Hey Mahlon, I put in the feature request, I'll keep you posted here. -- Mortaza

Hey Mahlon, Thanks for those screenshots. I was able to replicate the issue - created a ticket for the development team. I'll update our thread when I hear back. -- Mortaza

You'll need to add the field to the Edit Contact screen to be able to save that selection to the Contact record. That's why it's not showing up on the View Contact screen. The problem with adding it to just the New Contact screen the save button is not saving that selection to the Contact record. If you Edit the Grid on Contact List ...

Hey Kelly, As this will have sensitive information, we'll take it off the Forums - I have created a Support case for you. As soon as a member from Support is available they will reach out and troubleshoot the error over a screen share. I have noted down all the information you have given us here and updated the case notes with that ...

Hey Blake, I'm having a hard time trying to replicate the issue on my end. Before changing or tweaking any actions, try this first: > Create a copy of the screen and try sending out the email and see if the document is attached. First and most basic layer of troubleshooting customized screens. -- Mortaza

Hey Mahlon, Can you post a screenshot of the action set, having trouble trying to replicate this one. -- Mortaza

Hey, Sorry about that, from what I read - you are following the correct flow. Here is what I did: - Add new drop down field to the Contacts table (Colours). - Add that field to Edit Contact screen - I added the Field to my View Contact screen: (in your case you will make it Disabled). Now go into a Contact and click on 'Edit ...