Method Community

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for January 8, 2015. Improvement - Significant decrease in the time it takes to copy a screen within the same account (Ticket 4993) Fix - Grid drop down fix. Sometimes a reference to an archived lookup record with the same name ...

Hi thesolarguys, The only way to sort a dropdown is to make the sorting field the first column of the dropdown. There unfortunately isn't a way to sort it by secondary fields, or a way to force a sort. - Justin

Is there a way to sort a dropdown field in a grid. For instance on the AddEditWorkOrder page there is a dropdown field as Job Item on the work order. Right now it sorts by the first column which is the product names. I created a new field in the table called ItemOrder which I label each item with an letter of the alpha bet to ...

Hi Marcelo, There are better, easier ways than script. Is the calculated field dynamic and unique for each record or is it a total calculation for all records? If it is unique for every record then the best and easiest solution is to store that value into a field in table and have it displayed in the report designer later; if it is the latter ...

Hi Edward, As Fran mentioned, by selecting a previous estimate, changing the information on the screen and saving, you are overwriting that previous estimate with new information. It would be possible to create a button to copy an Estimate, however. It would function similarly to the Create Sales Order button on the ...

Hi Hanley, It seems that everything looks fine. Can you send me a screenshot of the customization screen (on Advanced -> Step 1 of 5)? It could also be a browser issue, if so, your best option is to call our Method support team and ask them to walk you through it. Marwan

Hi Mahlon, As per this forum post, we were experiencing a service disruption on Saturday. Everything should be back to normal now. If you're still having difficulty getting signed in to Method, please give us a call at 1.888.925.6238 x.2 and we'll be happy to take a look. - Justin

Is it possible to create a filter in the activity grid that will omit all future occurences in a series and include only the next upcoming one? For instance, one of my staff has a small but important task that has to be completed twice a week.  When she looks at her upcoming tasks for the month, I don't want her to see 60 occurences of ...

Hi Marwan, I've sent you an email with the screenshot; I had some issues pasting the image in a forum reply. -Hanley

How do I add a summary of a calculated field to a report? I know I have to use script, just don't know how Thanks