Method Community

Hi There, Sorry for the delayed response here, look like I missed your reply. You can specify which templates are used for which type of task (ie Invoices, Estimates, activities etc...) by selecting the Preferences  snapshot of the App you are trying to set the DEfault template for. For example, you want to set a particular email ...

Hi again Jonathan, We had a support case open for you to discuss the issues youve been having with method, but it looks like he was unable to get a hold of you. Is there a better time for them to reach out? Thanks Jonathan. Regards, Ben

Hi thesolarguys, Sorry that this took so long to be addressed. Our development team has fixed the preferences on these screens so you should be good to go now. Please post back if you still have any concerns regarding this. Thanks, --Audisho

Hi Alex, There isnt a way to set a grid filter to compare the values in two columns. If you did need to set a grid filter where Column A > Column B  for example, you could create a new integer field, Column C, on this table, and populate this field using a loop through table action which performs some basic ...

Hi, I have a grid with several columns. Is it possible to add a filter to this grid, which compare two columns of this grid? For example, I have two columns(Col_A, and Col_B), can I set a filter like (Col_A > Col_B)? Thanks. Alex

Hi Ben, Thanks for help. I will go for using "insert into table" action to get recordID.  Alex

Hi James, Im going to create a support case for you and have a rep reach out. Ill fill them in on the details of what weve discussed here and see whats been going on here. James would you be able to email me with the name of your method company account or a contact number? I cant seem to find you in our system based off of the email address ...

Hi Alex, The Save action is very quick, but unfortuantely not instant. The actions being processed have no delay however, which im going to assume is why you are not always getting a value in your Shared Result (ie the subsequent actions are being processed faster than the insert action).  My thought here was actually if you put all ...

Yes I can try that, but it makes me skeptical because this has happend to our Work Order Screen, Purchase Order, and Bills screen in the past. We run our whole commission process out of method, and have put in triggers into each of these screens. If it goes to an old screen, a commission will get missed. This really is a concern for me. Please let ...

Hi Ben, Thanks for all these information. Sorry that I didn't mentioned that I change the action of "Vendor's dropdown", so it does not save Bill when vendor is changed. I also tried your suggestion like: 1. in "Select PO..." button, I add an action to call default "Save" button as the first action. (Right ...