Method Community

Hi hkui, Take a look at the actions for the onClosePopUp event of the New Activity screen. There is conditional handling here to auto-populate the Contact dropdown with a Shared Result, if there is a Shared Result returned from the Search Contacts List pop-up. See below: We can see from these ...

Hi hkui, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me ...

Kenneth, For your inquiry about hiding apps on the Dashboard, where would you access them when you do need to use them? Are you proposing something like a "Show More Apps" button, maybe with a customizable threshold for which apps are shown? I can put in a feature request on your behalf, but I'm curious how you see it ...

Matt, I've put in a feature request on your behalf. - Justin

Hi mholden, Take a look at this forum post, someone asked about this before. Let me know if you have any questions. :) - Justin

Hi Kenneth, We're still in Beta with Method:New, so it doesn't have all the features that Method:Classic does. We're working hard to build these features so that we can all use Method:New every day. If you'd like, you can build custom apps in the meantime to perform tasks that you normally would ...

Hi thesolarguys & John M, We've pushed a fix for this issue to our servers, it should take effect shortly. - Justin

Hi Abbie, The way this action works is that it calls the list of actions for an Object_Event pair that already exists. For example, the Save & New button references the action set on the Save button. After creating the Save button, we can call the actions for its Save_Click event by referencing it in ...

Hi Matt, The Invoice and ReceivePayment tables are already linked to the Customer table. You should be able to add app ribbon items for those apps and see them on your custom screen. Is this not the case? - Justin

Hi Marcelo, You can use the Start/End Loop Through Grid actions to look for checked rows in a grid. These actions allow you to loop through a grid for records that match specified criteria, performing actions on them one by one. In this case, you'd want to configure it to loop through only checked rows. You can then use ...