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Hi Sixtel, The quickest way to move an action is by modifying the action number to the left. This will insert the action into the action order based on the number and move the rest of the actions up or down to accommodate this. I hope this helps. --Audisho

While I have you here, is there a way for me to move things around in these action sets that i have not noticed besides clicking the little up and down arrows? That can get real real cumbersome when you have 25 entries and are adding 8 more that need to be up at the top.

Ok this is what I was suspecting. I'll have to go into my conditionals and rehide the things that started out hidden, then.

Well, it would be good to know both. But for now, let's just consider the case of the same documents for all users.

Hi Sixtel, If a screen has already been loaded, changing the screen’s active Record ID will not reset the screen to its original load state. You’ll need to reset the state manually via an action set. You can do this in the OnScreenLoad event, or on the Back / Close buttons of the screen when you navigate away from the record. I hope ...

Hi Praveen, Welcome to the Method forum! The Amount field is already used to display quantity * rate. What is it that you’re trying to accomplish here? --Audisho

Hi Trish, The linking of the fields between the Customer and the Primary Contact is done on the backend to conform with QuickBooks rules. You can replicate this behaviour in Method at the screen level for custom fields, but it requires more work. You would need to add this logic to the save button on the New Customer, Edit Customer and Add / ...

Hi Rick, It’s difficult for me to visualize the issue that you’re having here. Do you think you could include a screenshot for me? If you have any trouble attaching it to the post, feel free to send it to me in an email. This is also a customization that I know our professional services team is familiar with. If you’d like to ...

Hi Bshall, If you enter the screen designer on a stock screen, you will be prompted to either enter read-only mode or create a copy for customization. Just like in classic, customization cannot be performed on stock screens. You must first create a copy and re-direct to it. Our documentation on Method New customization is a lot more extensive ...

Hi Mike, Are these going to be the same documents for all customers or are they customer specific (i.e. the customer will access their own version of the document)? --Audisho