Method Community

Hi Abbie, The way this action works is that it calls the list of actions for an Object_Event pair that already exists. For example, the Save & New button references the action set on the Save button. After creating the Save button, we can call the actions for its Save_Click event by referencing it in ...

We have been having a problem all day today with changing the customer name on the FieldService_AddEditWorkOrder(BETA2). WHen we switch the customer name to another custoemr in the drop down and click save all the other fields save however the customer name on the work order always reverts back to the orginal. Our account anem ...

For anyone else following this thread, We discussed this on the phone while looking into another issue. The actions were working as expected on the New Customer screen the changes had been made to. Unfortunately, it looks as though the Estimates and Invoices screens are calling a different version of the New Customer ...

I don't want to create a new field so can someone please walk me through the steps of putting the website field onto the entity table so that it can flow through lead and customer. it seems like it makes more sense to be on the company instead of the individual. I tried to add a "linked field" but i don't see anything that ...

Hi Matt, The Invoice and ReceivePayment tables are already linked to the Customer table. You should be able to add app ribbon items for those apps and see them on your custom screen. Is this not the case? - Justin

Hi Marcelo, You can use the Start/End Loop Through Grid actions to look for checked rows in a grid. These actions allow you to loop through a grid for records that match specified criteria, performing actions on them one by one. In this case, you'd want to configure it to loop through only checked rows. You can then use ...

Hi Marcelo, You can use the Start/End Conditional Statement actions to determine whether your checkbox is checked. These actions allow you to run a subset of actions between them, but only if certain criteria are met. In this case, you'll want it to check the value of your checkbox. You can then use ...

I read all posts referencing Call Another Action Set, but I don't see any posts or help documentation on creating an action set. How do I save a set of actions to make it an "Action Set" to reference?  I know I"m needing the same code in 3 different places on one screen, and I know an action set is what I should do, ...

I tried putting those codes in the Bill To first and nothing, then tried in the Ship To and got the same thing.  I'm new to the programming and I must be doing a rookie mistake.

Good morning all, I would like to start using Method:New more but it seems to still be missing many if the things I use daily.  Maybe I'm just missing some of them and you can point me in the direction i need. 1) I mainly use work orders and I can see that none of those tables are available as of ye so we'll skip that for ...