Method Community

[quote user="LaCrews"]We're currently using a series of checkboxes for user to indicate whether a grid is included or not.[/quote] I've put a request into my team here with your suggested changes to the Loop Through Grid action - I can't say when or if this will make it into Method but I'll keep you updated. ~C

[quote user="d.weigle"]I’m confused. I watched the webinar on the Outlook plug-in, and it’s very clear that there is a field for follow-up comments.[/quote] I just reviewed the webinar and you're correct, there was a field for follow-up comments but this has removed in later versions of the plug-in and Method. ...

[quote user="LaCrews"]In addition to the current conditional warning would it be possible to have a new action that tests for whether a grid has any rows checked?[/quote] I can ask the team about your request and see what they say. I will say the Loop Through Grid functionality is correct and I think re-working part of your action to ...

I'm just working though this problem with a team member and I'll post back when I can understand the problem a little more. ~C

[quote user="d.weigle"]Any ideas what the problem could be?[/quote] There are no follow-up comments by default in Method so this is something you would have to add through customization.  Follow-up's are essentially a reminder for an activity so the comments should go in the activity itself on the date when you follow-up. ...

[quote user="LaCrews"]The export to excel action is no longer exporting column subtotals.[/quote] I've got a ticket in with my team here and I'll update this thread once the functionality is back.  Until this feature makes it to our staging servers you'll need to total your columns in Excel with a formula ...

[quote user="BungalowMatt"]...if this change is permanent.[/quote] This change is permanent - if the column is blank it shouldn't be included in the export.  The latest update to Method included speed improvements here and as a result, empty data like the column you mentioned shouldn't be included in the export. ~C

[quote user="Jason_L"]What do I need to do to get a grid to fill in with the information from its associated table? Should this happen automatically, or does there need to be a trigger placed somewhere?[/quote] There is nothing you need to do to fill in the grid.  When you click to each section the grid loading is an automatic ...

[quote user="BungalowMatt"]Please let me know, as I need to have my fulfillment center change the coding for receiving the files if this change is permanent.[/quote] I will review the export excel function with the team and see if any changes were made.  Please email me directly and I'll follow up as soon as I hear back. ~C

[quote user="chowrentoys.com"]Can I hide the filter by view but still allow the customer to do their own filtering/searching of the record?[/quote] Yes - On step 3 of the Grid Wizard click the checkbox for filter header and make your default filter whatever you like.  If you only have one filter then the filter menu drop down ...