Method Community

Hey, You have a few different routes to take. The prerequisite is you will need to have a Opportunity # saved first to relate to an Estimate. Thus going from Estimate to Opportunity we'll need to do a little bit of reverse engineering: First start by Saving All Sections Action to save the Estimate. (1) Using an Insert Records Into ...

Hi Mortaza, Thank you again.  It worked wonderfully.  However, I am unable to use the 'greater than' or 'less than' filters on the customer list for the custom columns.  Any idea what I could do to get them working? Thanks,  Ben

I did various customizations this past weeked.  All but one thing appears to be working.  On one of my customized activity screens, when "Schedule a Follow-up" is checked, and I try to save the activity, I get the following message.  "Insert Records into Table Failed.  A Dropdown field from the screen was ...

Hey, Add a Textbox on screen, then OnScreenLoad Retrieve the Value From Table and update the Textbox with the Title. It will look like this: The only other logic you will need to add to the Save buttons will be:  - Check if the Title has been modified by checking to see if it equals what's in the Title.Contacts Table. - If ...

I calculate an average of a value for a group, but it still takes the 0 into acount. Has anyone else encountered this problem? Thanks!

I wanted to rename the "Customers Document List" tab - see link below. mediafire.com/view/k52jrvt660mtdm9/MethodTab.jpg

Hi, I have a customize Screen with two date picker and one GRID, In one column of the Grid, I use "SQL Override" and access to these two date picker. The problem is, when the screen is loaded at the first time, it works. Once I change one of the date picker to different date, then refresh the grid, it shows "Error Generating ...

Yes! I was suprised when I couldn't add a custom screen to the snapshot or ribbon. I'm used to adding screens in method classic that I can easily access in the tabs.  We would either need the ability to modify the native app in some manners, or, like your default screens, create a copy that we can modify and have the ability to ...

I'm having this same problem and seeing the same HTML codes.  Is there a solution to this issue?? Thanks - Deb

Is there anyway that we can build an app that will interface with workorders specifically assigned to a user?   Reason: We are a carpet cleaning that goes to the homes of our clients to perform service. trying to go paperless Each field technician is listed as a user, but not all of them have login access (not needed and can be too ...