Method Community

John, You got me thinking. Add a Calendar Table with each record as a date( all dates out 2 yrs so won't have to redo) and then add week and Month fields and fill in.  Easily done in Excel and then upload to Method.  This is a technique used in reporting all of the time.  then "link" the calendar table to WO ...

Hi Mahlon, I've put in a feature request on your behalf. I'll keep you posted. - Justin

Hanley, The onClosePopUp actions will run when a pop-up from that screen is closed. So in your case, when you close your Sales Opportunity screen the onClosePopUp actions for the screen behind it (New Activity) will run. Keep in mind you'll need some logic on your Sales Opportunity pop-up screen to ...

I get the feeling  the only way i can get a image next to a line item is i have to up load that image from a estimate screen then I would be able to print this on my report.  I dont think Method has the ability to move images using actions to another table.  I could be wrong!  It happens some times.  John M

Greetings, You have to go into the oppotunity screen and change the new estimate button.  John M

Lets look at this another way.  Right now Method has a way of grouping data becasue a WO has a day. For example Monday.  So when you want a daly report method takes all the mondays for a date range and totals them up.  Pretty simple stuff.  Now you want weeks and right now Method dosent have way of figuring out what a week is. ...

Hey Justin, Thanks for the quick replies.   The filter didn't seem to resolve the issue; I'll try adding the onClosepopup actions and see how that goes. If I add the onClosepopup actions to the Activity screen will those actions run when I close a popup screen such as Sales Opportunities?  Or should I be putting the ...

hkui, More specific to your situation, you'll want to check the filters for your Sales Opportunity dropdown (Step 5 of 6 for the dropdown). If you filter based on the Contact field rather than the ContactName field, it may resolve your issue. - Justin

Just following up on Status of this. Any hopes of this being fixed in the next few days?

Hi hkui, Take a look at the actions for the onClosePopUp event of the New Activity screen. There is conditional handling here to auto-populate the Contact dropdown with a Shared Result, if there is a Shared Result returned from the Search Contacts List pop-up. See below: We can see from these ...