Method Community

I'd like to have a look at this issue on your account, could you email me at c.ridgway@methodintegration.com and provide me with more details on which user this is happening to, which browser and if it's just the invoices tab.  I reviewed my field service pages and there's no issue that I can see.  This sounds like an problem ...

I'm not that experienced with SQL overrides for formatting but I do believe inserting <b> tags would bold those items for you. ~C

I wanted to follow up my previous post with a caution on performance issues with using 8 grids at the same time.  The Item table can contain quite a few records so loading and filtering 8 different grids off the same table may not be the best solution for this.   You can acheive what you need with just one grid using multiple filters. ...

[quote user="John M"]How many grids can i have in screen?[/quote] You can definitely put 8 (or more) grids (of the same table) on a screen and use a custom filter for each one.  You can even mix in detached grids from other tables if you need.  There's a good set of actions available for working with Grids so you should be ...

[quote user="kinetixjake"]We are new to method and were wondering if there is any way to customize the customer portal[/quote] Welcome to Method!  You can definitely customize the new case form on the portal to allow for document upload.  If you're new to Method I would recommend watching a few webinars here to get you ...

After typing the post I searched for debugging on the forums and found this great thread (which you started!) with other tips.  My favourite trick was from LaCrews - use a label object on screen and use the enter value into field on screen as you step through the loop.  It wouldn't work in all instances but it's another nice ...

This might be a little redundant but for debugging it could help.  This is a trick I use to capture all the processing steps on an AR to see if something went wrong and where. Call one of your ARs debug and use the character function to join the results together as they process.  For example, as soon as you pull the date to do your ...

[quote user="CDS_Josh"]"Back in Method just after the Generate Report action make sure clear the fields again"[/quote] In the same vein as updating the company table before you generate the report, you'll want to make sure you clear those values from the table after the report is generated.  The last step is just ...

[quote user="crosewood"]I haven't been able to find a way to do this. Is it even possible to control the formatting conditionally?[/quote] Yes.  A SQL override would be able to help you to change the formatting on a grid.  On Step 2 when editing a grid you'll notice an advanced button, click that and you'll see the ...

Here's a decent work around as you cannot pass parameters from the Generate Report action.  Open a Method report and you'll notice one common table regardless of your report... the Company table.  Add a custom field to the Company table to hold the parameters you want to pass to the report. Just prior to generating the ...