Method Community

Hi Matt, Have you tried putting both the Text field "Opportunity #" and the recordID field in the same cell and setting both object's width to Auto?  I did this in my screen and both fields show in one line in the same cell. - Adam

Hi Matt, Sorry for the late reply on this. Are you still experiencing the error? I did a quick test with a Go To Screen action and it worked without issue. Let me know. - Adam

Hi Mahlon, Can you tell me a bit more about how you set this up? Are you using a Generate Report action to call the form? I created a simple screen with a short date and called a report that just had the date on it and it displayed fine. If I know more about your setup, I might be able to replicate it. - Adam

Hi Mahlon, I don't see why you wouldn't be able to update the dropdown with text. I got an error also. Both with typed in text and with an action result value. I'll log a ticket with the team. - Adam

Hi Mahlon, I created a similar action set and was able to replicate this. I will create a ticket with the team to address this. - Adam

Hi Robert, Sorry about the late reply. In our CRM_Activities_WithComments report template we have code that removes the HTML for the activity comments. It can be found below: Depending on where you are creating your report, you should be able to use a similar script to remove the HTML. Hope this helps, - Adam

Hi Fran, Can you provide a screen shot of the error? I'm not sure if I've seen that particular one before. A couple of things to try. First, log in and out of Method. What I mean by this is to actually go to the top right of the screen and select "Sign out". This will clear the cookie and set a new one the next time you log ...

Hi Scott, The error you are seeing is usually due to the actual entity record getting archived for some reason. Are these entities appearing as conflicts? Did you attempt to delete the entity? You can find out if they are conflicts by looking up the EntityRecordID. To find it, click the gear icon on the Customer and Contacts ...

Hi Bryce, Unfortunately, there's no integration with Hubspot. Perhaps there's exports you can do, but I'm not familiar enough with Hubspot to be able to say. Maybe someone else on the forum has more knowledge of it. - Adam

Hi Scott, I can say that we are well aware of it and will have the updated oAuth in place before the 30th. I was told that there shouldn't be any interruption for our users and you can continue to use the gadget as you normally would. - Adam