Method Community

Field Service Center, Work Order List, Waiting List

Hi Marcelo, Please email me the name of the screen this is happening on and which grid it is happening with. I will take a look and post back here with some insight. - Justin

Hi Allison, The line item grid of your Sales Order screen has its own table, the SalesOrderLine table. You can add it to your report as a Detail Table and that should make it available for you. Take a look at our stock Invoice (Product) report to see an example of how this works. Have you seen our tutorial videos for Report Designer? You can ...

Marcelo, On Step 1 of 5 for your Balance field's Properties, you can set the text to "Bold" under "Formatting" and "Read Only" under "Advanced Options". Hope this helps. - Justin

I am looking for most recently created Activity per Opportunity. Thanks. Will ask administrator for table access.

ttham, If you cannot see the Tables / Fields tablink within the Customize tab, you'll have to request access to it from your Method administrator. In order to answer your question, I'll need to know how you'd like to determine the "Last Activity". Would you like to show the most recently created Activity? The ...

How would I get a date format of MM/DD/YY ? Trying to format a date for use in serial number generation ;

Thanks Justin. With my account, I do not see "Tables/Fields" under Customize tab. I only see Integration Tools: Import/Export, Email Calendar Integration, Method, API, ect... Also, it seems this will only display "Last Completed", not last activity, which could be "In Progress". I am looking for last Activity ...

Hi ttham, Sorry for the late reply. The field LastCompletedActivity exists in the Opportunity table. By navigating to Customize > Tables / Fields in Method and clicking on the Opportunity table in the list you can add the LastCompletedActivity's AssignedTo, DueDateEnd ...

Hi Mahlon, I don't have an update for this issue at the moment, but I'll try to get one for you ASAP. - Justin