Method Community

Hi there, Welcome to the Method Forums! I would recommend you have a read through our API documenttation if you havent already, you can find this HERE If you have any specific Questions, I would ask that you post in our API Forums and one of our dedicated members can assist. The link to the API forum can be found HERE Thanks! Regards,

Hi Jason, In the scenario you are describing in might be best to put the action on the OnScreenLoad event on the screen level. You can do this by navigating to the Advanced settings in the top left  hand corner of the customize screen. Regards,

Hi Sarah, Yes! This is entirely possible in method. You need to add a linked field to the Customer Table on the table you are trying to associate the customer names with. For Example, Im going to  create a table named "Cars". As the name would suggest, I want this table to have a list of Cars contained in it. Every Car has a ...

Hi Jim, Ive created a support case for one of our reps to reach out and give you a hand. I also did some investigation on the error message and turned up this; https://support.microsoft.com/en-us/kb/934387 Would you be able to give these steps a try and see if that works for you? Thanks Jim. Regards,

Hi Mahlon, I cant seem to recreate this on my end I tried using the record ID of a linked dropdown field and could only see what you are showing in your first screenshot. Would you be able to email me the name of the Company account and screen/table you are editing here? My email is in my signature. Thanks Mahlon. Regards, Ben

Hi Jason You can Display the information contained in this field as many times as you want on this screen. But Keep in mind only the information that is in the actual Field itself will be saved to the table. If you want to have the information displayed on more than one object, you could set an Action on Text Change of ...

Hi Jason The reason you arent seeing the CreatedBy field in the Toolbox on your CRM_NewActivity screen is because its actually already on the screen by default. It is Located under the Additional Info section of the screen. By default, this field is Read-Only, and will be populated with the Username of the Currently Logged in ...

Hi Jason You can do what you are describing by navigating to  the Customize tab, and clicking on the Tabs tab link. From here click on Edit Tab Links... for the Tab you are attempting to reorder the tab links for. On the Scren which pops up, you can Change which screen will be opened when clicking on a ...

Hi Rick, The JobDesc field is unfortuantely not a field you can import data into via the contacts Table. This field is linked via the Entity table, and as such would require you to import directly into the Entity Table to populate data in this field. This field is typically used to describe information regarding a Customer Job. For example, if ...

Hi Rick, Have you added the custom fields to the Contacts table in Method? If not, you would need to do this first to be able to import the relevant data into these fields.  You can do this by navigating to the Customize tab in Method, and clicking on the Tables/Fields tab link. From here, scroll down until you see ...