Method Community

[quote user="Blake C"]Does this make sense?[/quote] I was just able to recreate this problem and it only happens when you try to insert no date into a table which requires a date.  You cannot write a NULL value into a table when that field is required. ~C

[quote user="Blake C"]Why is this?[/quote] Which table are you copying into?  Depending on the table the date might be a required field so it may not accept a NULL value.   ~C

[quote user="Blake C"]Is there a way to do this?[/quote] Yes.  There's an action called Set the View Filter but you'll need to define the filter ahead of time, then call Set the View Filter on screen load. ~C

I'm testing this on my local account and will post up a reply when I can confirm this behaviour. ~C

[quote user="Blake C"]Why would a screen (in particular a grid) behave differently when loading from two different locations?[/quote] You might need to add a grid refresh action to the on screen load action.  When a grid is in a section the refesh only happens when you select that section.  Let me know if that works for ...

[quote user="Blake C"]Can't I get the dropdown to filter on page load?[/quote] Drop down filters are applied against the list when your open the drop down.  I tried a few ways to pre-filter that list and I'm not sure you'll be able to pull the results of a filtered drop down.  You could try to add an action to the ...

[quote user="pdirect"]I did exactly what was outlined except when I click ok it does not save fine and I get the error message.[/quote] Please email me directly at c.ridgway@methodintegration.com - I'd like to connect and review your steps to see if I'm missing anything. ~C

[quote user="pdirect"]It's not a custom screen [/quote] I convereted a lead to a customer through the opportunity screens in two ways and neither produced an error so please let me know what you did different from me.  From the Leads and Contacts List screen I clicked Go To... on a lead then clicked on the Opportunities section ...

[quote user="bcr_garrett"]should I expect this functionality in the future?[/quote] There is no timetable for adding this feature at the moment but I will ask the team and follow up here. ~C

[quote user="pdirect"]When we win an opportunity and update this to convert the lead to a customer, we receive the following error:[/quote] I just put through a test on my own account and I could not trigger this error.  Are you working off a custom screen?  Can you reproduce this error with our stock screens? ...