Method Community

Hi Kupsol, If the state of the radio button is in-fact saved, then it must be using data from a field to determine its state. You’ll need to check your OnScreenLoad actions for how the state of the radio button is set when a record is loaded. This should show you which field you want to filter the report for. Moving forward, I’d ...

Hi Aaron, Have you considered filtering for this within the Report object on the screen? Filtering can be found by selecting Edit on the report object and navigating to Step 2. This will allow you to filter dynamically using session variables as well as via date picker objects from the screen. --Audisho

Hi Sarah, It would be better for us to investigate this with you over the phone and possibly via a screen share. Please give our support number a call at 1-888-925-6238 x2 when you have some time. Alternatively, I can create a case for you and have a member of our support team reach out. Just shoot me an email with your account information if ...

Hi Stuart, While you have 3 levels of related data here, it’s not impossible to accomplish this. If would be nice if you could simply nest a detail report within another detail report, but Report Designer does not allow us to do so. Instead, you need to “flatten” your data to use 2 tables instead of 3. You can accomplish this ...

I have entered my work orders for the month. I would like to print the calendar and hand out copies to my crew leaders. Does anyone know how to print the calendar?

Hi Kupsol, I believe the currency symbol will not be displayed when the screen does not have an active record ID and after a save all sections action is executed. In this case, you will not see the currency symbol on a new record prior to and after creating it. If this is a problem for you, I would suggest that you use the workaround that I ...

In the Edit Customer page I have a Radiobutton with 2 Options, Yes and No, and want to make a report that pulls all Customers with Yes selected. I don't see the button's name "Problem?" listed in the fields in report designer. Is there a way to do this? Just looking for a simple way to make a list of all customers with problems ...

It's still not consistent in that the $ is not displayed for some decimal fields even though I selected for it to be displayed in step 4. Some decimal fields are properly displayed. Some are not, they have the same settings. I can't figure out why.

Hi Sixtel, To understand the entire scope, it’s best to go over each sub-article for activities and cases. There’s some tutorial videos attached that do a good job of explaining what can be accomplished with each. Essentially an activity is used to log any interaction between a user and a lead, customer, vendor, another user etc. ...

Hello, I would like to add a chart to the opportunities dashboard that displays the sum of the ExpectedRevenue field for opportunities closed in the previous 30 days by user. I made a copy of the graph used to display the pipeline by user to modify. I added a field to the Opportunities table called "ClosedDate" that stores the ...