Method Community

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 ...

Hi InstaDRY That sounds like it would work. If you add that action on a Lose Focus event when you click somewhere else or tab away from the field it should copy the value across. Let me know how you get on. Jeff 

Hello,  I am trying to configure on the Web to lead forms a what if scenario. So if one field is marked as yes, then it will display anther field, if marked no, then it will skip the field and it will remain hidden. The field for marking yes or no is a drop down field. To make things even more complex some fields will need to copy other ...

When doing so, how do you do the action?  I put the Update Field or Object as Ship To, the value from screen and choose Bill To.  Is that correct?