Method Community

Hi swm023, I assume you're using QuickBooks Online? We currently don't have access to add or modify employee records in QuickBooks Online, so that's why the table has been left out of the Import / Export Tool's Import function. - Justin

Just writing in response to the tech support I talked to a few mins ago. Their is another record in need restored too. Customer name Amy C, entity recordid = 1423. Customer Geoff D, entity recordid = 1560 Thanks

Hanley, You should be able to sort your loop by RecordID - Descending. In conjunction with looping only for records that have ActivityType = DesiredActivity, this should return the most recent DesiredActivity before anything else. You could then insert the value to your Textbox and use a Stop Processing More Actions action to prevent ...

Thanks for the clarification.   It doesn't sound like a very efficient process so I guess I'll take a look at it again to see if I can have it identify the most recent record faster.  Unfortunately, I don't have a lot of records to test this out with so I can't confirm whether or not the current process is going to cause ...

Hi Hanley, Glad to see you've got this working, and thanks for posting your process here on the forums. Based on how you've set this up, I think the loop is going through the table from oldest to most recent. It overwrites the value in your Action Result / Textbox each time with the next value in sequence, and when it gets to the ...

Hi spmcfarland, Invoice and Entity are linked by through the Customer dropdown in the Invoice table (Customers are just a type of Entity). You should be able to filter your grid for Customer_RecordID = Value From Session - Portal Entity RecordID. I was able to do this with a grid attached to the Invoice table and it worked. For ...

Sorry, not the LeadsList table.  What I meant to say is that the screen is based off of the LeadsList screen.  I copied that screen, then added a "Select" link on the Contacts grid, and a section which that Select link activates, where you can see more details about the particular lead record you selected, and save any edits ...

I can export a file from the employee table but when I try to import the employee table is not an option in the list.  How can I import employee information form a csv?

Hi Craig, What do you mean by LeadsList table? Is this a custom table you have? What kind of fields does it have, and what are you using it for? - Justin

Hi pdx971, This has to be done manually, since the Save All Sections action only saves information for the table the screen is based off of. You'll want to add a Textbox object (for your student number) to the screen, and add a few actions at the end of your Save button.  You can use a Retrieve Value From ...