Method Community

Michael -   I am having a similar issue, which is why I was hoping to impose a required field so it wouldn't partially save the record.  What is happening is that I have a default value for vendor filled in (vendor "RMA") and as a result, it appears to partially save the record which I don't want to happen.  I ...

I have searched everywhere I can think of and am having an issue finding out how to make a preexisting field required on a form.  I would like to make Class required for Purchase Orders (while being used for an RMA record, so I would prefer to make it unique to the screen, not inherent to the field).  If I can't do that, I would ...

Michael - When I try to retrieve my password I get the error "Could not find your account.  Please try again".  I can log in as a secondary role, but it does not have the permissions to customize so I can't access the users section.  Where do I need to fax the form to?  At this point I am completely locked out ...

Somehow I have lost my administrator log-in, I presume I made a clicking error when I was managing users today.  As I was the administrator and now my user is gone, there is no way for me to get back in the system and add my user back.  Can you please restore my administrative user name on my account?

I found the answer: Customization Integration Tools Web Forms Create new, table Cases

How do you create a create new case form that can be published on the web?  I need to enable any person to submit a case to the system using our website.  Also, do you have an email to case capture feature (i.e. when an email is sent to a particular email address, it creates a case using the information)?

I am looking to import old cases and cannot find a way to modify the case number.  I checked the import table and there doesn't appear to be anything that matches the number field and I suspect it is an internal ID I cannot overwrite and is automatically created.  Is there a way around this, or do I have to create my own custom field ...

I think I answered the reason why it doesn't work: Note: Action Results can only be used within the same Object/Field they are created in. Therefore the question is more specifically how do I go about doing this since I can't carry over captured values.   ___   I answered my own question again!  I am not deleting this ...

I am working on customizing Purchase Orders to become RMAs for our customer service team.  So far I have created a custom purchase order screen relabeled for RMAs and non relevant data removed.  I have added a new table to the edit customer tab link so you can view RMAs for the customer.  All is working well.  Now I run into my ...

Michael - My understanding is that in order to create a PO, you need to select a vendor, not a customer.  So, in order to do the proposed method, I would have to create a second instance of every customer as also a vendor?  Or can you merge and link them in Method so you have one entry viewed as vendor OR customer which will then sync ...