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Instead of removing the fields from the Grid, go to Advanced options on Step 2 of 9 for those fields and check
Hidden when screen first loads?
That should hide the fields on screen.
Try that and let me know if that works for you.
- Mortaza
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After looking at that thread and a few others, I am still confused as to what the best practice is to hide these fields. In this thread https://www.method.me/cs/forums/t/7040.aspx the guy says to remove them from the grid. But you and others have said removing them will change the amounts. What should I do so it can be hidden from ...
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Hey,
It will affect what the Amount for your LineItems will be. The Amount column is a calculated field that uses those columns to display the final amount.
Please take a look at THIS thread for more information.
- Mortaza
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Let's say I have a grid that is a customer order form (using the Method Customer Portal)
When someone selects a quantity of a certain item to order, I already have a series of actions linked to "Lose Focus" that adds that number of items to a grid. However, let's say I wanted to add actions where if the quantity typed in exceeds ...
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I noticed that once my sales people save a estimate or sales order it shows Cost, %, Markup, Markup %. If I go into the customization of the screen and remove these columns, will it just not show them or will it affect my items/data?
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Have new LastName-sorted screen created. However, when I go to manage apps>contacts>configure and attempt to change the "starting screen" to my newly-created screen I get this error:
You are not the Author of this App!
This Shared Application: Contacts cannot be modified by Users that have not published it.
Contact the ...
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Hey,
If you wanted to change which screens the Tablinks open, headover to Customize > Tabs > Contacts Portal > Edit Tab Links
In there you can change the 'Opens Screen' to the customized one you have created.
If you follow these steps and still need assistance, please give us a call on the Method support line at ...
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Hi Mortaza,
I may be being a bit slow here,
I made a copy of the two screens I want to change, one of which is the ContactsPortal_Home page (my version is ContactsPortal_Home(2)), then edited the copies.
I tried to create a new portal that points to my new portal hompage so that I can get the URL as you suggest, but I cannot see any ...
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Hi,
If your Customers access the Portal link from your website you can update the link you have currently to the one that is given to by navigating to:
Customize -> Portals -> Get sign-in page web address... (on the new Portal you created)
Copy the URL that is provided.
Or if they come from an Email that is ...
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I have made a slightly customised version of the Customer Portal sheets, tailored to our company, but I cannot see how to point the portal to this version instead of the default one. (If this is possible of course!)
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