Method Community

Hi Robert, Yes, the Build Selection List filter is equivalent to a SQL IN clause, and that's how it's parsed. There are other parts of Method that can be closer to pure SQL, such as filtering tables, grids, and reports. For more information, please see this article: ...

Hi homeproav, There are many ways to accomplish this, and this falls outside of the scope of support, but I'll point you in the right direction. If you are having issues with this, we won’t be able to help as we can only troubleshoot if there are errors with the code generated. The simplest way would be to use CSS, so that you can ...

Hi Robert, You're almost there. You can remove the apostrophes from your Type In list, the list should be in comma separated format instead of SQL format. For example: karen.a,valerie.c,robert.c,peter.i -Russell

Hi Retrotel, This error message is probably referring to the filter in the Generate Report action (what records to export), rather than the dropdown filter which determines which reports are available. If you take a look at the Generate Report button on the screen, and edit the Generate Report action (bottom of the list), ...

Hi rgatton, Thanks for the clarification. Instead of adding the tax as line items, can you create a tax group? This can be done in QuickBooks or Method. In Method you would go to the QuickBooks tab group > Lists > Items > New... > Sales Tax Group. Then you can add all the taxes that you require. After saving, the tax group will be ...

Hi rgatton, This could be happening if the tax item was added as a line item, rather than being selected in the Tax Item field: Can you please try deleting the tax from the line item, and adding it to this dropdown? -Russell

Hi Guy, The HTML editor on this forum can be a little tricky. I fixed your embedded image, just had to change the URL from imgur.com/GnsQctL to i.imgur.com/GnsQctL.png. Regarding your issue, I see what you mean. Instead of adding a linked field, can you add a new field? You can add a dropdown to an existing table, and ...

Hi Sandra, Can you post a screenshot of your action to restore the Account dropdown (Enter Value into Field on Screen)? Also, please make sure that action happens at the end of the actions on the Save and New button. -Russell

Hi Robert, I've tried reproducing this on my end, however the calculated field referencing the linked field prints sucessfully in the report designer. Can you post a screenshot of the expression in your calculated field? (You can use a free image hosting site such as imgur.com) -Russell

Hi Tennnic, I've reproduced this on my end, looks like the field doesn't get refreshed. To resolve this, you can add an action to the Contact dropdown, on the Text Change event, to update the textbox on screen. Add the action at the bottom of the existing actions. Please try these settings for the action: