Method Community

Greg, Awesome news, glad you were able to get this resolved.  Also, agreed, the show message action can be very useful in checking your Action Results for most customizations.  Side note, between you and me, I have to give some credit to the head of our Consulting Team who hinted this answer to me! -Ben

When setting a new user/employee, I have selected that the person only be able to see his or her leads, but all leads are still showing.  How do I set it so the person can only see his or her leads?

When a new user is added to Method, how do I set the person up as an employee, so I can add their name to a calendar event from Outlook?

We have an account called "Services" (ie services@ABC.com). In some situations emailing an activity and the logged-in user changes the "From" field from their own email to services@ABC.com, the recipient's email says it's from services@ABC.com <admin@ABC.com> on behalf of services@ABC.com How do I get rid of the ...

Thanks Ben, that totally worked.  I didn't use the Check Rows because on my Grid I needed All rows but other than that I was able to get my list.  I tried this originally but I didn't start the Action Result before the Grid Loop so that was definitely the key. Also I like the Show Message function to see if I'm collecting ...

Hi Greg,  I believe I have figured out a solution to what you are attempting, in regards to adding more than one line item at a time.  The trick here is to first create a blank Action Result outside your Grid Loop, then use the Character Function inside the loop in order to grab all the info you need, just make sure to assign your ...

Hello Tate,     This question is a good one for the MethodAPI Q&A.  Unfortunately, I don't know how the Web Forms back-end works.  I'm moving the post over to that forum. - Greg

We are trying to integrate Gravity Forms on Wordpress with your platform.  The only way we can do a custom action is to use cURL in order to submit the data to the form action that is given to us when we create the web form in our method account. I can't figure out what I am missing.  I am sending every input that is called for in ...

Greg - Actually, I don't believe this would work for multiple lines (I still have to try it out), this is why I was asking to make sure before writing out all my steps.  Are you saying you are looking for something similar to my setup, but with more than one record from the grid (Record meaning lines/rows)?   Unfortunately, I ...

Hey Ben, I don't have checkboxes but I suppose I can add them and default them to checked but just to be quick about it what happens when you check multiple lines.  I'm trying to get them a list of all the parts ordered on the screen  . I don't know if you can see the print screen I tried to copy.  I don't ...