Method Community

This isn't a tab, tab link, table, or field. It's an action result which holds temporary values for your screen. So the value held within the resultTransactionEntity Shared Result is being assigned to an Action Result for you to use on your object/field. Can you please email me your Company Account name (not user name) along ...

Hi Lucas, The stock portal screens are prefixed with "ContactsPortal" so they action sequence errors you're receiving on your CustomerPortal screen are advising you where the issues persists. The fifth and ninth actions when clicking your button. I would suggest looking at those actions to figure out the root cause of the problem. ...

Hi joshtodd, Currently, there's no way to set a default view of the Assigned To option on the calendar as this is built into the calendar object. As Val stated above, you change the default resource but you can only have it set to 1 user. This is something that we are going to be improving in the future but I don't have an ETA for ...

Hi andy, You can't insert values into an editable grid, only read-only grids. The values would actually need to be selected in the grid itself as there are actions which execute after a selection is made. Why do you not want to select values within the grid? What's your goal? - Ashur

Thanks for clarifying. I received word from our dev team that this was a limitation but has just recently been made available for third party developers, however this may take some time for us to implement the use of it within Method. Regardless, I've put in a ticket and will update this post once I receive an update. On a side note to give ...

Hi Rolf, Let me know if I'm not understanding you correctly. From what I understand you want to associate the correct Class for ReceivePaymentDiscount correct? If so the Class table holds the correct classes which are the same ones you see on other transaction screens, they're not different classes. If you're looking to link to you ...

Hi Rolf, Updating or inserting records in a table doesn't cause a sync to occur, the Save All Sections action uses Method PUSH technology to send any changes to QuickBooks, so that's why when you click Save you see the information update in QB. The Update field in table and Insert Records into Table actions do not do ...

Hi taurusgardening, In order to add the Customer phone number to the Route List template you would first need to add the customer phone number into the Activity table as a linked field, then edit the Route List template and drag the linked field onto the template. Check out the following post for more details: ...

Hi rcclarkcpa, Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the DocumentLibrary table, and even then it's a little tricky. There's no way to implement this on the List Builder screen or any other screen that allows you to send emails by default. You'll have to end up creating ...

Hi Jonsturm34, When an existing Method contact enters information through your web form, another lead will be created for them even if they enter the information exactly as it exists in Method, however, the name of this second lead will by suffixed by the next chronological number. For example if I already have Joe Smith as a lead in Method and ...