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The Roles screen allows the user to add a Role.  What is the perposes of this? I don't see a way to use tha role. There is not role table to access from an action. There is no way from an action to access the users assigned role that I can see.

Does anyone have a quick and easy way to create View Only Rights for a sceen? Like the invoice screen, Sales Order Screen, Estimate screen to name a few. Currently, I'm doing it like this: 1. On screen load check the users roles  2. If they fit the criteria call the action set that has a ton of disable field actions plus a hide ...

I'm trying to access the report designer from an account that is strictly Method New. I get this error. How do I proceed?

Works great thank you

I have a situation where I want to update the values on a radio button by using the update controls on screen actions from another object. I am able to get the value on the screen to update, but it does not insert the correct value into the table. You must actually click the radio button, not update from another control in order for the ...

Activities Thanks!!

I'm getting this same error, except on Line 80.  i don't get the error when entering an activity, just when I have the Schedule a follow up box checked and enter details into the follow up fields.   Insert Records Into Table Failed. A Dropdown field from the screen was not found. Please edit your actions to ...

You could also try using viewaccCustomer.fieldName or viewaccEntity.fieldName when referencing QuickBooks specific tables. Reference forum post: https://www.method.me/cs/forums/t/5538.aspx James

How to create a very simple SQL override in a custom grid. My grid is based off the customer table I thought I could look at the current examples on the standard screens as a guide. This is what I tried at first: (CASE WHEN viewCustomer.Contact IS NULL OR viewCustomer.Contact='' THEN '' ELSE + viewCustomer.Contact END) + (CASE ...

I had a situation where I exported from a solution table on one account, and imported into the solution table on another account. The export / import process did not retain the HTML formatting. Am I missing something?