Method Community

Hi Mortaza, I was under the impression this is supposed to be fixed with today's release. It doesn't seem to work yet

Hey Pam, I can see how that can be tough to accomplish using If/Else condition statements along side Stop Processing More Actions. I have put in a feature request to have a do while/do until/for loop added as an option to screen logic. I’ll keep you posted in what I hear back from our development team. Also if you want to post what you ...

I would like to be able to process screen actions in a "Do While" fashion where I don't know how many iterations will be needed.  Because Method does not have DO While or Do Until capability, I've set up a loop through a dummy table with a Counter column and specify "Start loop through table, where Counter is less ...

Hey Seth, Also wanted to add, another solution that may work for you: Add a custom Method field to the SalesOrder table. This will work fine if you don't need to reference this number in QuickBooks. Note if you did want to take this route it would require other minor changes including, updating the SalesOrder print template with the ...

Thanks for your response! I suppose I would have driven myself crazy trying to solve it in Method  I'll see what I can do in QuickBooks. Thanks again!

Hey Seth, RefNumber is a QuickBooks field and syncs over. We cannot modify the character restriction it holds as it's set strictly by QuickBooks. -- Mortaza

For some reason when we create a Sales Order/Acknowledgement we are limted to 11 characters for the Sales Order Number. I've tried editing Screens and Tables/Fields and I can't seem to figure out where it is set to 11 Characters. Thanks for any help!

Hey Ben, You can definitely make the process a lot faster via customization. > Start by creating a new screen based off the DocumentLibrary table. > Once in screen designer for that screen, drop a Grid object to the screen.  > Add Fields to the Grid, 'RecordID', 'Name', 'CreatedDate', ...

Hey Mahlon, I was able to replicate this issue, created a ticket for our development to take a look. I'll update this thread when I hear back from the team. -- Mortaza

There is currently only one method to delete documents from this list - you have to manually open each document and delete it by clicking "More actions" and "delete document."   I have over 200 documents that are outdated because of an address change.  I need to delete all of these.  Tech support said that ...