Method Community

Thanks for this.  We are also having the API look for leads entered by the sales staff and then converting them to clients once it shown as sold  Could we still work int his fashion

Also, for the Conditional Warning action... where do I got to access this "Action" screen/table? 

StickerBrad, Since you are inserting already paid items, You'll want to look at using Sales Receipts rather than Sales Orders.  You'll first create the Sales Receipt header (Table = SalesReceipts), and then insert the items purchased as Sales Receipt Lines (Table = SalesReceiptLines)  The total from the Sales Receipt Lines ...

Thanks! Also, how do I set reminders for activities? I'd like them to be e-mailed to the e-mail associated with the user! Can you give me directions on what "table" to edit? 

Hi BuegeCJ, I believe this is possible, however the customization required to do so would be fairly complex and isn't something I'd be able to detail over the forums. A member of our Professional Services team would be able to scope out this project for you, and perform the customization if you decide to move forward with it. Let me know ...

Hi GetRXd, You can use the Conditional Warning action to do this. Here, the Conditional Warning action is checking if the value in the Opportunity Name field is empty (more specifically, "equal to <blank>"). If it is empty, the specified Warning Message will be displayed to the user and no more actions will get ...

Hi Alex, I can't find this option in any other table than Activity, you say you have this in a custom table? - Justin

Hi pdx971, When updating a case using the Edit Case screen, you can use the Save Case function on the Save button to save the case details without adding an activity. This will prevent a new entry in the Existing Case Dialog. Alternatively, if you are adding an activity without comments (and thus ...

Hi Stephen, As Mark has mentioned above, this is possible using the Method API! Things to keep in mind -  You may have to create custom fields within the Method tables to hold your custom data (that is - if the information does not already have a home). Using the Method API, you can push data from GoCanvas to ...

Hi Matt, Not at all, I was just asking so I could get a better idea of your workflow. I'm going to create a case for one of us to reach out and take a look at this over the phone. We'll be in touch. - Justin