Method Community

The following updates are now live for users of Method Fixes Donor Pages - Fixes issue with Processing Fee Item validation. (PL-34634) Work Orders - Improves error handling when routing selected work orders from a list. (PL-35421) Regards, Phil

Hey Cardinl, We don't have any specific examples for donors, but on the documentation, you should see an example for creating an invoice with items. The post for creating a donation would be similar except the table you would be specifying is sales receipts. The general steps would be: 1.Create a customer using this ...

Well, that's not exactly what I wanted to hear....how abotu this, woudl it be possible to provide some detailed examples of recording (create) a donation with contact information (e.g. a complete POSTMAN example or similar of a new donation insertion on the API) Thanks for your help

The following updates are now live for users of Method New Features / Updates Calendar - Fixes issues where resource selection was not maintain if multiple calendars where displayed on the same screen. (PL-36092) Fixes Xero - invoice - When inserting invoice, getting 2 invoices in xero. (PL-36048) Xero - Items - FullName not populating ...

The following updates are now live for users of Method Fixes Donations - Fixes issue where users were unable to save Payment Method without a Payment Gateway. (PL-35899) Donor Pages - Improved validation for required fields. (PL-35801) Estimates - Fixes error message when converting to Work Order while using Subtotal type item. ...

Hi skyzyx, Hope you're doing well, from what I am understanding you are wondering about the ability to: 1. Create tables and fields through the API . 2. Customize the Method platform using the API e.g. creating actions sets or adjusting the UI. For 1, We have discussed making the process of creating tables/fields, as ...

I'm reviewing https://developer.method.me/#tag/Tables, and it appears that while this API endpoint supports pushing data into, and reading data from tables, what I'm most interested in (as a new integrator) is an API-based way to manage all of the configuration of tables and views. While the "no code required" thing is ...

The following updates are now live for users of Method New Features / Updates Calendar - All new sign ups will see the new Calendar component by default. (PL-35253) Regards, Guillermo

Hi Cardin To answer your questions: We don't have any query that returns a list of tables. Currently, this will need to be done through the Method UI. You can access the list of tables through account settings by clicking the user profile icon in the top right > Account settings >Tables & fields. You can connect a ...

The following updates are now live for users of Method New Features / Updates Fixes Action Editor - Fixed issue with loop and retrieve actions not loading properly when using fields that are just numbers. (PL-35915) Designer - Fixed issue with jump to references feature not highlighting the correct action when used in a conditional. ...