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Hi Praveen, In order to add a custom field to the EstimateLine grid, you’ll need to first add it to the EstimateLine table. You can do so by navigating to Customize > Tables / Fields, locating the EstimateLine table and selecting the Edit Fields… link. Once you’ve added the field to the table, it will be available in the ...

The following updates are now live for users of Method.  Features: Newly added apps to existing packs now automatically installed (PL-3471). Dropped the "Allowed to Integrate Accounting” requirement for QBD sync. (PL-3348) Updated alignment properties for Button, Text, Checkbox, and TagList objects to utilize radio buttons ...

Thanks, How to add and show column in EstimationLine if we want to add any extra column like length , breadth and height ? Please suggest What i want actually is to make changes in lenght, breadth and height and as per that i will be calculating volume and area. In this we will be keeping the cost column as hardcoded and unable for ...

Hi Mike, You can accomplish both of these scenarios by adding a DocumentLibrary grid to the preferred portal screen. You can use the session value for Portal - Entity to filter for only documents related to the customer who is logged into the portal. If you’d like to make a few documents available to everyone, I’d suggest adding a ...

Hi Praveen, Any field that you do not want to allow editing to take place on the grid you can set as read-only. Just select the Advanced options for the field and check the Make Read Only box. The field can still be updated by screen actions, but the user will be unable to change the value. I hope this helps. --Audisho

That's very very helpful! I had to make some new buttons (like save and save & close etc) on my edit customer screen and now I can actually hook them into the that hidden field that controls when the buttons show up!

Hi Audisho,   I want is to keep rate constant, I don’t want to allow user to change rate, he should just enter quantity and should get amount. For e.g.  I set cost as $10 then user should be able to enter only quantity like 5 and should get Total amount as 50   Please suggest   Thanks,

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.