Method Community

I was walking a customer through logging into our customer portal that is linked through a button on our company website. We were unable to log in when using Internet Explorer - we were led to a screen similar to the login screen (but in a courier font) that said the username/password didn't exist. But we tried with Chrome and ...

Hi Justin, This worked like a charm! Lesson learned: I did not need to create a new table, just edit the exising table to include the fields as stated above. Thank you! Steve

Hi Chris, You can use the Retrieve Value From Screen action to save the RecordID of a dropdown to an Action Result, regardless of which field is used for display purposes. - Justin

Thanks Justin. I added the solution RecordID as the first column so it can be assigned to an actionResult when the "text is changed." Then, using the actionResult.RecordID I do a lookup for the SolutionBody and insert it into the Email body. Is there a way to assign the Record ID to an actionResult without it being the first column for ...

Hi pdx971, The only way to sort a dropdown is to make the sorting field the first column of the dropdown. There unfortunately isn't a way to sort it by secondary fields, or a way to force a sort. What you can do is add your SolutionType field to the dropdown as a 2nd column, which will allow you to ...

Hi Mahlon, We didn't have any reports of speed issues with Method:New yesterday. - Justin

Hi Steve, Try adding the Customer's RecordID and Invoice's RefNumber fields to the InvoiceLine table as Linked Fields, linking them through the Invoice dropdown. You should then be able to filter off of them and display them on screen. Hope this helps. - Justin

The following is now live for users of Method:Classic  Updated Screen - QBO_Invoice - Now filters items using the IsUsedOnSalesTransaction field, for QBO customers in the USA. Updated Screen - QBO_Estimate - Now filters items using the IsUsedOnSalesTransaction field, for QBO customers in the USA. Updated Screen - QBO_SalesReceipt - Now ...

Is there a way to sort a DropDown field? I am creating a dropdown field that will be populated with our Solutions List. When a Solution is selected, the RecordID is saved to an ActionResult and then the associated Solution is inserted into an Email Body field. To make this easier to use, it would be very helpful to have a sorted list by ...

Hi Justin, Your recommendation worked for the first issue, thanks for the quick response!  Hopefully, you have a solution to my second use case as well... I then need to make one more screen (grid)...      // Show a customer a list of every part they have purchased, along with serial numbers, linked ...