Method Community

Every year I run a hockey playoff pool with some of my friends (yeah, yeah, we like hockey in Canada). As the amount of people in the pool grew each year, it became increasingly hard to hold a live draft. It was impossible to have everyone in the same place, at the same time (or even online at the same time)!   Naturally, to address this ...

A user asked how to change the amount of decimals showing on a Money field from two to three on a report.  Rich, Click here for an article about the Report Designer that has the link to download it and also some tutorial videos of how to use it. When you are editing your report, best practice is to edit a copy of the original so ...

Hi Scott, Unfortunately I can't help too much more from the forums, but I heard you booked a consultant to help with this customization job. This is great because you'll be able to figure this one out and more! I hope you find the session valuable. Jason

Brian, Can you explain a little further what you are trying to search for and where? There might be another solution depending on what exactly you're trying to do.  Jason

Hi Brian, I don't believe what you're asking is possible. You might find the Create Short Method URL action useful though. This action will create a unique URL that will direct your users to a specific tab link or screen in Method. You can even specify a screen RecordID. Hope this helps! Jason

Scott, Glad you're getting close! If I understand you correctly, you need to also filter your list by contacts that have been invoiced in the last two years. This is a little more complicated, but definitely doable! First thing you will need is a new field in your Entity table. It could be a Yes/No field called ...

Hi Mike, Add your new IsDormant field to the Entity table first. You can then link it from the Entity table into the Contacts table. You will then be able to add the field to both the Customers and Contacts List and Edit Customer screens. If you take a look at the Contacts table, you'll see there are many fields that are set up the ...

Hi George, This is interesting! One problem you may run into is that you cannot automate actions. They must be triggered in Method by clicking a button, gaining/losing focus, loading a screen, etc. You could however have a button that you press daily in Method that sends an email to the selected contacts.  The ListBuilder tool might be ...

thesolarguys, For your first question, it looks like you have already generated the correct value you want and put it in a pop-up message. Your next step could be to put that action result into a field, possibly a field called NumberOfWorkOrders in the Users table. This could be done with an Update Field In Table ...

Hi Scott, Not a problem! We have some customization webinars that may help. Click here and scroll down to the Customization section near the bottom of the page. Basically, you need to choose a screen in Method where you want to generate your report and customize it. You can customize a screen by right clicking it and choosing ...