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Hey Blake,
I'm having a hard time trying to replicate the issue on my end.
Before changing or tweaking any actions, try this first:
> Create a copy of the screen and try sending out the email and see if the document is attached.
First and most basic layer of troubleshooting customized screens.
-- Mortaza
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Hey Mahlon,
Can you post a screenshot of the action set, having trouble trying to replicate this one.
-- Mortaza
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Hey,
Sorry about that, from what I read - you are following the correct flow. Here is what I did:
- Add new drop down field to the Contacts table (Colours).
- Add that field to Edit Contact screen
- I added the Field to my View Contact screen: (in your case you will make it Disabled).
Now go into a Contact and click on 'Edit ...
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How about an App in Method New??
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Any chance you could upgrade your forums to be easier to read and post on mobile devices? They don't display very well on Android. Thanks!
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Hey Mahlon,
In M:C it does update the Button obj with no error.
In M:N we get an error:
I have created a ticket for the development team. I'll update our thread when I hear back from them.
-- Mortaza
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I'm m hoping macro is the right term for this..
One frustration I have with method customization is making buttons, etc. That do the same thing on different screens. It's great to be able to call an action set from elsewhere on a screen. However, it would save a lot of time and possibly troubleshooting if we could ...
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Hey Karrena,
If you want me to be specific for the field you created, let me know the field and table you added it to.
For my example I will add a new field to Contacts table: "Age"
Now in the CRM_CustomerList screen, I will customize the screen and add the field to the Grid.
First let's Edit the Grid:
Head over to Step 2 of ...
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Still waiting for your reply on this. To be clear, I don't want this data to appear in dropdown format on View Contact. I only want to display it.
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Hey Antonio,
There is no feature that lets Users decide which platform to send notifications to. The only way currently to have notifications open in Method:Classic is to switch your Platform Toggle back to “Classic” and remove access for Method:New (which is handled by your Account Manager).
-- Mortaza