Method Community

If you have not already done so, take a look at our community webinar on report designing, it actually takes you through creating a sample report based off the customer table showing activities. In the example the report has the following format:   Customer(customer table) Date(activity table)      Type(activity ...

Hi Joe, No, you are not able to change the field type after you have already defined the field in the Method table. You can however add an additional field such as a dropdown list. Yes, you can validate a textbox to only allow numbers and decimals by using the Character function action to determine if the entry is numeric. Depending where you ...

Good Afternoon, Unfortunately at this point in time there is no easy way to rename a table.  It is a function that at some point down the road we’d like to include, but it will be a massive undertaking to do so, as the SQL server doesn’t have “rename table” functionality.  At present, the only way to “rename” a table is to delete the ...

Mary, Looks like Danny isn't going to be in today, so I'll step in and help out. First of all, in terms of copying the "Check" screen to use as your base for Credit Card Charge: great thinking, however, that's not going to work.  Each screen has a base table that you choose when you first create the screen.  You ...

Hi Ben.  No problem.  If you go to the Customize tab, then the Tables / Fields tab link you'll see a table called Entity.  From here you need to add a new field for time zone.  Name the field and select Dropdown as the Field Type.  Click Add Field.  Chose the Create a new table. This new table will store the list ...

 Jason L I need a little more information about this. "<?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Cannot insert the value NULL into column 'TableARecordID', table 'xxx.dbo.TableB'; column does not allow nulls. INSERT fails." Is 'TableARecordID' a ...

The Tags suggestion is interesting, but this particular search is a one time request. It would be overkill to go through the whole process of importing tags when they would only be used this one time. It would be more useful to set up a new screen where I could search the customer records for certain criteria and the registrations table for other ...

I was going with an Excel format because we will need to supply the mailing addresses to another company, and in the past we always sent them in either a text or Excel format. After export I would also need to be able to go through and do some sanity checking to weed out any addresses that are incomplete or impossible to mail to, so being able to ...

I've just tried that, and it doesn't seem to be working. Here's a code snippet that I've got (with correct variables and all), it's Java syntax, but not tough to follow:     private static final String[ METHOD_TABLE_A_FIELDS_TO_WRITE = {"Company", "Email", "NameFirst", ...

Michael, I'm not sure what Button or Go To Tab Link you're talking about. When converting an Estimate to a Sales Order, we are using the More Actions button on the Estimate mostly unchanged from Full Method product which then gives the option to use a pre-defined event "Create Sales Order".  This even then launches an ...