Method Community

Hi Bill, Do you mind telling me the steps you're taking in Method to get to that report? It sounds like its a custom report? The only other time I've seen this (I think) is if there is some report object that goes beyond the report margins. In the meantime, I'm going to try this in a couple of my accounts as well.

Matt, We'll take this suggestion into consideration and see if and how it would be best to make this area of Method easier. Thanks for the hijack.

@mrjonboy, [quote user="mrjonboy"]The same thing is happening with another web form we use for employee applications[/quote] I think it's pretty cool that you're not only trying to tweak our standard web-to-lead form but you're trying to use more than one. Hope I can help you out. [quote user="mrjonboy"] I know ...

@mrjonboy, [quote user="mrjonboy"]Well the thing is I do not see a field called "OpportunityRef" in my Opportunity table or in my web form.[/quote] The Opportunity drop down doesn't necessarily have to be on the opportunity table, it could be a field on another table used by the web-to-lead forum. I would suggest the ...

@mrjonboy - allow me to try and jump in this thread. [quote user="mrjonboy"]2012-Apr-06 02:26:34 PM could not be found as a possible value for field 'OpportunityRef' [/quote] This suggests that the field 'OpportunityRef' is a drop-down field. The thing with drop-down fields is you can only select from values that ...

 HI Martin - please continue to post and follow the conversation on the original thread (click here).

Hi Martin - we will look further into this and post back if we have questions or any update for you. Thank you.

Hi Sherrie, Glad to hear you were able to set up the users. When you save do you get a banner across the top of the screen with this message? If so, it's because there is an action on the Save button (Conditional Warning) that checks to make sure there is a value selected for AssignedTo. If it's a custom screen you should be able to ...

@CF_Pro, I have moved this post under our sub-forum for the API to help make sure your question is properly addressed.

Mark, I hear you on this one…but I don't believe this is an option at the moment. When users take advantage of SQL grid overrides they have to keep in mind that the values they see are 'display data' only. The filters work by comparing the actual data in the fields to your query.