Method Community

Hi Rachel, You could do this, but it wouldn't be as easy as one might hope. Here's what you would have to do: Assign the current date / time to an Action Result Use the Character Function to substring the numbers you want, and build a string out of the date in the order you like Append your -## for the daily count To ...

Alex, One more thing. Depending on what you're trying to do, you might be able to use a Show Message action. There's an option in this action to provide a yes/no option to user, with Yes assigning True to an action result and No assigning False. Not sure if it will suit your purposes, but thought I should point it out. - Justin

Hi Alex, Based on what you've described, it sounds like it could be a caching issue. I'd recommend doing some further testing in incognito mode to see if the issue pops up again. You should also clear your Shared Results once you're done with them. Just set them to blank after you've returned from your pop-up and used the Shared ...

Hi Rachel, You would have to perform the swap using actions, on a button or link. I'd recommend putting a button on the CRM_Contacts screen such as "Set as Primary Contact", or adding a Link column to the Contacts grid on the CRM_EditCustomer screen. As far as the actions are concerned, it would probably be best to save all the ...

Hi furrywombat, We are constantly working to improve the speed of the platform as we move forward. While this specific improvement is behind us, please rest assured that we continue to look into ways to improve speed and overall efficiency. - Justin

Hi m.mehr / bergyver, This issue should now be resolved. Please let us know if you run into any issues. - Justin

Hi Mario, Based on what you've explained, you should be able to show this information to your grantees via a portal. You would want to display a grid based on the appropriate Transaction, filtered to show only transactions that match the user's Class. If you simply want them to have a printable report of the data, it may be more ...

Hi furrywombat, There's currently no documentation regarding the functions available for SQL overrides. I'll see if this is something we can put together documentation for going forward. - Justin

Hi Craig, I've created a case for this issue. A member of the team will reach out and take a look with you. - Justin

Hi furrywombat, That function doesn't seem to be available through SQL overrides. It may be possible to emulate, however I'm not sure how that would be accomplished, and doing so isn't recommended. - Justin