Method Community

I added a Drop Down field that sources an existing Transaction table and when you select the Transactions, it only shows RecordID and that means nothing to me, I need the RefNumber.  I found how to add it in the search from the drop down, but once selected, you only see the internal ID.  Any idea how I can work around this ...

 Thank you, I figured it out just a few minutes ago, I didn't realize I didnt' have to fill in those fields.  But, in some cases I would like it to come from a generic email address (customerservice@mydomain.com) so this will still be a problem for those instances.

I am having an issue generating the PDF report.  When I select PDF, it outputs an HTM file instead.  If I select HTM, it does the same thing.  If I select PNG, it outputs a PNG file.  I have confirmed not only the pop-up window does this, but also when i send an email and attached the report action, it attaches as an HTM.  ...

 I am having an issue with the same thing described, but I don't understand the solution.  It seems that since I have to specify a user, password and server it won't use the user email information instead.  So, if I have to plug in the stuff manually to the Send Email Action, there is no option to check-mark SSL, which I ...

When creating a new Activity, I found that the Subject Merge was not working for the Email Template.  When I looked at the field change function I found the logic missing for any Subject merging, only email body was there.  I have fixed it for my instance by duplicating and modifying the Email Body merge character functions, but i wanted ...

I found the answer.  I will run a character function and take the left 5 of the last name and save it as an action.  Then I will add another character function of the first of the first name and save it as an action.  Then another character function to join those two actions, and one last character function to join the joined ...

I am trying to figure out how to make a formula field or calculate a value to place in field on screen.  For examples, I would like the portal user name to automatically create itself.  What I want to do is the first 5 letters of the last name, first letter of the first name and then followed by their account number.  For example: ...

Did you end up adding paypal?

I added the Documents Library default screen to my Home tab so I could manage my documents library not associated to any record set.

I am getting an error when adding a new document, I fill in the name, assigned to, and folder.  I then select the item from my computer and upload. When I select Save & Close I am getting an error that the "Name" I filled in is pointing to "DocumentRef" which is not a valid dropdown list value?   How do I ...