Method Community

Hi Audisho, Thanks. I can see that in a Money type field. But if I add a textbox object, then I have no this option. Is there way that I can set format for these textbox? --- Alex

Hi Mahlon, This is not available in classic and we do not have plans to develop this feature for classic. -Audisho

Hi Jonathan, If you’re trying to retrieve the count to store it in a table, you will need to loop through your SalesRep table. Inside of that loop you will use a Retrieve Value From Table action for retrieving the RecordID (we’re not storing the RecordID value) FROM the Customer table WHERE the field SalesRep is Value From Row ...

Hi Wayne, Each table in Method contains the RecordID field. This is a required unique field for which the value is generated by Method. The reason this field exists is to differentiate a record from other similar records if for some reason the table does not contain another unique field. When a dropdown field is added to a table, the RecordID ...

Is this currently available in Method Classic?

Hi Mahlon, Many of our compatible payment gateways allow for the use of tokens. This allows the gateway to store the credit card information on their end, as they are PCI complaint and allows us to store a token used to access the stored credit card information from them on a repetitive basis. We do not need to be PCI compliant for this. This is ...

Hi Jonathan, I’m glad to hear that you were able to get this working. I’ll pass on some advice that a member of our professional services recently gave me; don’t use loops if you can avoid it. Loops are extremely inefficient compared to any other query / action. If you can replace a loop with a different action, do it. I hope ...

Hi Furrywombat, I had a look at our logs and I am seeing a large volume of calls to the MethodAPIActionSendToDesktopV2 endpoint using non-existent recordIDs which are resulting in exceptions to be retuned.  These calls are being made for the Sales Order, Invoice and Customer tables.  In some cases, I can see that the calls are ...

Hi Audisho, OK this one is sure tricky and I couldn't get it running. There are no set of action that already build to count how many leads or customer that a SalesRep already have? Thank you.

Hi Audisho, Thank you for the help, but I did a little bit different, Start Loop   Go to Leads   Stop Process End Loop Go to Customer But Both works! Thank you for the inspiration!