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  • Re: Adding pre-filled rows to an editable grid

    Hi Errol, Thanks for the quick reply.. So you think something like this would work?
    Posted to Method:Classic General Q&A (Forum) by tcoysh on 03-07-2025
  • Re: Adding pre-filled rows to an editable grid

    Hello, Tim! The "Insert new row to grid" action is in our legacy Method:Classic interface.  I'm assuming you are in the latest version of Method. To add prefilled options to the Estimatelinedata grid, you will need to add directly to the EstimateLine table.  And, of course, you will need the Record ID of the current ...
    Posted to Method:Classic General Q&A (Forum) by Method_Errol on 03-07-2025
  • Adding pre-filled rows to an editable grid

    Hi, Struggling to work this out. Saw this post from 2015, which imples an "Insert new row to grid" action, but that isn't showing for me. I have a menu item, and want to insert a few prefilled options into my EstimateLineData grid based on which item was selected. Thanks Tim
    Posted to Method:Classic General Q&A (Forum) by tcoysh on 03-07-2025
  • Method Updates - Mar 6th, 2025

    The following updates are now live for users of Method New Features / Updates Grid builder V2 - Additional improvements and fixes (Dark). (PL-52578) Fixes Contacts - Fixed an issue where the Next Activity Date field held an incorrect value in some scenarios. (PL-44807) Regards, John
    Posted to Release Notes (Weblog) by Method_John on 03-06-2025
  • Method Updates - March 5th, 2025

    The following updates are now live for users of Method New Features / Updates Date Functions - Added more functions to return specfic dates. (PL-52330) Fixes Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207) Work Orders - Fixed logic to respect ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 03-05-2025
  • Method Updates - March 4th, 2025

    The following updates are now live for users of Method New Features / Updates Date Functions - Added more functions to return specific dates. (PL-52330) Fixes Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207) Work Orders - Fixed logic to ...
    Posted to Release Notes (Weblog) by Method_Arshi on 03-04-2025
  • Method Updates - Feb 27th, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed logic to respect the from field in the email template. (PL-52211) Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823) Estimates - Fixed an issue where users ...
    Posted to Release Notes (Weblog) by Method_John on 02-27-2025
  • Method Updates - February 26th, 2025

    The following updates are now live for users of Method New Features / Updates Editable Grids - Updated Export copy to be Export to CSV. (PL-52272) Fixes Sync Conflict - Fixed an issue with the multipage selection criteria. (PL-51981) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 02-26-2025
  • Method Updates - February 25th, 2025

    The following updates are now live for users of Method Fixes Sales Reps - Fixed an issue where the Name dropdown became unfiltered upon clicking Save & New. (PL-52155) Attachments - Fixed an issue where the Add Attachment to RecordID action caused errors in some scenarios. (PL-52054) Sync Conflict - Fixed an issue where the unlink ...
    Posted to Release Notes (Weblog) by Method_Arshi on 02-25-2025
  • Method Updates - Feb 24th, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Audit Trail - Added logging for recurring activity changes. (PL-51846) Work Orders - Added logic on the calendar so only people with edit permissions can make changes. (PL-52180) Logstash - Failed to execute app routine on account: with input values: ...
    Posted to Release Notes (Weblog) by Method_Harman on 02-24-2025
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