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Hi Meghan,
We're currently looking into this issue. It is a priority for us and we'll keep you posted as we progress toward resolution.
- Justin
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Hi Mahlon,
This should be resolved. Let us know if that's not the case.
- Justin
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Furthermore, you'll want to add a Refresh Grid action for the OnScreenLoad event after the Override Filter By Active Record ID action. The rest of the screen will load before your OnScreenLoad actions are triggered, meaning your Work Order grid will load up before the default filtering is overridden. Adding ...
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Hi InstaDRY,
You'll likely want to create a custom Work Order screen for your Portal, similar to the ContactsPortalQBO_Transactions screen. The difference here being that you'll be working with Work Orders instead of Transactions.
Here are some things to keep in mind:
Base your custom screen off of the ...
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Hi sbonner,
You'll want to take a look at the actions for the Text Change event on the Customer:Job dropdown. Here's a screenshot:
As you can see from the action list, the dropdown is configured to set Wait for Sync Approval to Yes for Customer Leads and No for Customers, once the text in the ...
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Hi lzimmerle,
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 your Company Account Name as ...
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Mahlon,
I've taken a look and there's already a ticket in for this one. I'll keep you posted through here.
- Justin
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Hi furrywombat,
This is not possible because SQL overrides are not stored. There is no way to retrieve them because there is nowhere to retrieve them from, they function only as a means to manipulate the way data is represented on screen.
- Justin
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Hi Matt,
I've put in a feature request for this on your behalf. I'll keep you updated using this thread.
- Justin
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Hi Mahlon,
I'm not able to replicate this error, could you provide the steps to replicate?
- Justin
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