Method Community

"Consider this, use a radio button that lists..." Its just not practical to use radio buttons when there are more than 3-4 choices. There could be up to 20 predefined Items in the list.

I just tried the same URL and it works for me. Looks like there is an issue in some external tool, probably Azure data factory, that you are using. Can you confirm that the request url format is : https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge 'yyyy-MM-dd' and TxnDate le ...

Here's the trick, you need to add to the ItemInventory table, not the Item table. Kinda confusing....but the Item table is more of a "view" of all the types of item tables.  And yes, we should be making that more obvious via the API. I tried, using PostMan to create an item in the ItemInventory table, and can confirm that ...

You'll have to check with Method about activating it -- I've never used Method without S&I so I don't know what got turned on or not. I know that most of the interations happen with the Entity table and the Activities table (which contains all of the Work Orders).  Additional fields may get added to those already in existence ...

Hi Saad, Looks like you've been speaking to one of our Reps over Live-Chat, so I have a little more info for you here. The reason the Customer.Firstname is populating with the wrong value is because of the way the 'Locate Using Record ID' part of your character function has been set up. This Action is the problem ...

Hi Maureen, There isnt a way to take a full backup of your own account unfortuantely, but exporting any potentially affected tables is certainly a good idea if you plan on doing anything that might Delete information from Method. As a general rule of thumb, outright deletion of information (especially using customization to mass delete) is ...

Hi Marcelo, In Method, you would have to set up a button with actions to loop through your gid/table to update the "total Cost field'. (purchased cost times qth on hand).  Not ideal. In report designer,  use the pivot grid object Pivot Grid works like Pivot Tables in Excel. Put the pivot grid in a ...

Hello Gregg, Step 1: Go to Customization > Tables/Fields > Activity > Edit Fields    Make a new field. Say EmailStartDate that is a DateTime.   Click Add Field > Finished Editing Fields. Step 2: Modify the invoice screen to save a value into your custom field with the proper formatting.     ...

Hi Jen.  I just tried this and it worked for me.  Can you see if you missed any of these steps? 1.  Go to the Customize tab.  Click on the Tables/Fields tab link. 2.  For the Customer table click on the Edit Fields... 3.  Add a new field that has a Field Type of Text and a Size of 4000 characters. ...

On my issue trying to use Report Designer (RD) to create a new Statement Of Account, I realized RD does not have enough of a feature set to link Transaction and Customer AND handle filters on BOTH tables.  Instead, I decided it would be easier to empty the Invoice.Memo field and use the QuickBook statement of account report.  I created a ...