Method Community

T hank you again Audisho, that is what I thought but wanted to check with you to be sure. I have another problem, I imported evrything for mytest run and my fields all matched up and I have my oldrecordID and oldrecurrencerecordID getting where they need to go in my new activity table but when I run the button I am getting an error in ...

Hi Mahlon, Thanks for pointing this out. I’ve created a ticket for our development team to correct this and will post back once this is resolved. -Audisho

Hi asif, You can certainly create a custom web form to allow data to be entered into custom tables. Just select the Create Custom Web Form radio box and follow the steps. Step 7 allows you to setup an email that is sent to you when the form is submitted. As for restricting access to the form, just put it somewhere on your website that is only ...

Hi scottaskinosie, Yes, you always want to make sure that your are terminating your loop correctly. In this case, the End Loop Through Table action will be inserted directly after your Update Field In Table action. I hope this helps. -Audisho

Thank you Audisho! This is very helpful and I really appreciate your screenshots. I have a quick question. Do I need to end the loop at some point? 

The same issue exists on the New Activity screen

The CConditional Statement on New Activity Save Button if verifiying the Followup Status Label instead of the field.

Hi HMoore, Try playing around with your band and field sizes. If any of the data is close to the edge of the page or actually runs past the edge, this can cause a blank page to be generated. -Audisho

I did what you suggested, and now for each record I have the existing Estimate, then a 'blank' page with only the header and footer.  On the very last page after ALL of the records is one page with the paragraphs! Help would be appreciated.

I have a webform on custom website which customer fills and it drops in the CRM as leads. Now, I want to create another custom form which will have few question regarding the qualification. I also want to enable this Qualification Form for certain customers after their initial evaluation. Once customer goes through intitial evaluation, I will send ...