Method Community

Step 3 - specify action result within a loop action doesn't seem to work.   I need to follow it with Assign Value to Action Result to produce a RecordID    

Justin, Yes, those are the steps I'm following. The information still isn't coming up though. It's puzzling because information from other items like PO#, etc are pulling over fine.

1. My vendor enter's her bills for projects directly in Method every tuesday. 2. She enters her consulting time directl into Method every day. 3. Before I invoice my customers every week, I use the enter time feature in QB to add her time to her Bill. 4. Then, (in QB) I us the "Invoice for Time and Expenses" ...

Pop up blocker was my problem. Thanks!

Is it / will it be possible to control the size of an image in a grid at some point? Here is a sample of a public page I would like to put on a client's website, but they say the image is too small...work lovely on mobile...   Looking at API options to link / push data into the website in the mean time

Thanks!

Hi Allison, Those are fields are located in the SalesOrderLine table. You would want to have the SalesOrderLine table added as a Detail Table for your report, then drag those fields into the Detail Report of your report. In Report Designer, make sure you're clicking the + icon beside the SalesOrder table in the list of fields, ...

I think I've managed to work through the main problem I was talking about above. I have a different problem if you wouldn't mind helping me. Under the Sales Order Master Table I've dragged a few criteria from the field list into the Detail band. I can't get any information to appear from the "Desc" or "Item" ...

Marcelo, You could change your Default Currency Symbol to $ from the Customize > Display screen in Method. This would be system-wide, but it's the easiest way to get this done. As far as the comma is concerned, it wouldn't be very straightforward. You could pull the value from the Balance field and assign it to an Action ...

Hi Allison, We don't provide support for customization over the phone, however you do get a free 1-hour consulting session with one of our in-house customization wizards with your trial. If you'd like to take advantage of that, let me know and I'll have your account manager reach out to discuss the details with you. ...