Method Community

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?

How do I get multiple records (checked) from a grid and insert them into a table?

Hi Mahlon, I've created two tickets for these issues. I'll keep you updated through this thread. - Justin

In writing my previous post, it has come to my attention that there seems to be no way to save the Is to be renewed flag. Our development team will look into this issue and I'll post back here with any updates. - Justin

I have a dropdown objet base on the customer table, that shows me customer name and customer category. When I select a customer the customer name is inserted into a table I want to have actions that if a check box is checked when I select a customer, all customers with the same category will be inserted into the table How do I do that?

Hi Marcelo, The Is to be renewed flag is set in the Work Order Recurring Dates settings. It's assuming that if everything goes well, the Customer will continue using your service and you'll want to renew indefinitely on a year-by-year basis. For example: A customer has you do some gardening work for them ...

I got what I stated to work!  The table selection value changed when I changed the row to screen.