Method Community

Hi Marcelo, You can use the Start/End Conditional Statement actions to determine whether your checkbox is checked. These actions allow you to run a subset of actions between them, but only if certain criteria are met. In this case, you'll want it to check the value of your checkbox. You can then use ...

Hi Mahlon, I've created two tickets for these issues. I'll keep you updated through this thread. - Justin

In writing my previous post, it has come to my attention that there seems to be no way to save the Is to be renewed flag. Our development team will look into this issue and I'll post back here with any updates. - Justin

Hi Marcelo, The Is to be renewed flag is set in the Work Order Recurring Dates settings. It's assuming that if everything goes well, the Customer will continue using your service and you'll want to renew indefinitely on a year-by-year basis. For example: A customer has you do some gardening work for them ...

Hi lzimmerle, In the screen designer for your Mobile_Customers(#) screen, click Edit... on the Transactions grid and click Next until "Step 3 of 9". Here you will see the "Default" View and its settings, as per below: From here, take a look at the settings for the existing filter in the list by ...

Hi Abbie, The reason you're only able to select the RecordID for your dropdown is because it's the only Unique field in the table it's referencing. In order for a field to be used to mark a relationship between two tables, it has to be unique. If you want to directly reference by this field (thus making it ...

Hi lzimmerle, The easiest way to accomplish this would be to create a Filter View on Step 3 of 9 of the Transaction grid's Grid Wizard. Call the new Filter View something appropriate (I chose "Sales"), and make it the default view if you like. Copy the logic from the pre-existing Default view (it has one line), and ...

Hey sbonner, Currently we only have the Customization section of our Help Center and list of webinars as online resources for training on customization. If you'd like, you can book some time with a member of our Professional Services team for some training on more in-depth customization. If you're going to be ...

Hi Abbie, 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 know ...

Hi mholden, There's a few ways you can get the "main" contact: Attach your grid to the Customer table, it only contains the main contact's info Attach your grid to the Contacts table, then filter it to only show records with field SpecialType equal to "Contact" The action you're looking for ...