Method Community

MikeB, Have you tried updating the field with a static value to see if the error is in how the data is getting pulled from the Activity table?  While the error happens at the update action, the source may be somewhere else.  Perhaps limit the records being updated and put in a field to insert the values from the Activity table. ...

Hi MikeB, Sorry I should have mentioned this in the other post. The large amount of character strings you see is the data from the file itself.  If you export the document table, you'll see the same thing under the document field. I don't think would have any affect on the loop actions unless you are tyring to use information from ...

Hi Juliet, This really depends on how you wish to treat them.  If they are separate customers (you bill them separately as each buys different products or services) then I'd enter them as separate leads.  Then when they become customers, you can add them as a job of customer, with each store being a job of a main customer. If you ...

Hi MikeB, It looks like you may have attached a docuement to some records.  That's normally where you see the text like your seeing.  You can delete the records by creating a simple grid with checkboxes, loop through the grid and delete those records that are checked. My question though is how those records got a document attached ...

For anyone following this, we took this issue off the forums and resolved it for CHSMA. - Adam

For those following this issue, Chris was able to resolve it.  The issue was that his webform was sending incorrect data to a dropdown field. - Adam

Hi Melissa, Is the operations person different than the assigned user?  Are they also Method users?   What I envision is a dropdown field you can select to assign an Operations person to the Opportunity (assuming they are different from the assigned user).  This will function much like the Assigned To dropdown does.  ...

Hi Chris, Are you able to replicate this yourself when testing it on your site?  Did you receive any email when the errors occurred? - Adam

For anyone following this, we deteremined that there were duplicate entries in the Entity table.  If you are unable to use the fullname as the dropdown field, check for duplicates in the table field. - Adam

Chris, This is likely because you were trying to use the missing webform.  I sent you an email regarding that and I'll let you know when I hear more. - Adam