Method Community

Hi Shelley, I believe you are really close here, you might have just grabbed the wrong Note "Object" from the left-hand side of the screen designer.  To clarify, the Vendor Table has a field labelled "Notes", this would be the value you require, and can be found on the Report Designer screen on the left-hand side, under ...

I have an update.  When regenerating tables, you will have to do it in a top-down hierarchial fashion.  The main parent table is Entity and has Customer as a child.  Then Contacts are linked to Customer.  Hence, go in the order Entity > Customer > Contacts when regenerating tables. - Greg

Hi, Unfortunately, you can't hide grid objects with the Show/Hide Field/Object. The best way to do this would be to create two sections, each with a grid. Obviously, one would have the grid with the description field and the other without. Then you can use the Show/hide section action to hide the section and grid. - Adam

OK. I gave up on the idea of using roles and decided to use the groupings of the user. In this way I can check to see if a user is in a certain group and use that to exclude an object. Where is the Object ID for the grid! I see many selections in the Field/Object drop down, but nothing that explicitly identifies the grid I want to hide. I tested ...

Hi Marcelo, This actually wouldn't be too difficult, we first need to add a link to the email address that is stored for your Customer, in the Customer table, then you should be able to access this field from your Report Designer to add to the Report. First, go to Customize->Tables/Fields, locate the Invoice table, and click on "Edit ...

Shelley, That sounds strange. Could you enable MethodSupport on the account and email me your Company Account, along with the table and screen this is happening on? Thanks, - Adam

Marcelo, If you're converting work orders to invoices, you'll need to also adjust the FieldService_CreateInvoices screen. This screen is the one that pops up when you select "Create Invoice..." from the Add/Edit Work Order screen.  In this screen, you'll see the option to "Fill all invoice details? (slower)". ...

Marcelo, Please refer to the previous forum post here. Thanks, - Adam

Hi Craig, Unfortunately, there isn't a way to do this. While Method has more fields, the Google Calendar only has a set number for us to work with.  To get a full rundown of how the Method fields are synced over, please see our Google Calendar Help Center article. If you click the link, you'll see that we actually include ...

Hi rezibtutsanai, You'll run into an issue with the way you have this setup. That being that you will not be able to find the role of the user. Unfortunately, Method does not actually store the user's role in a table. If you were to export the Users table, you will see that the Roles field actually contains tabgroups. Previously, Roles ...