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Mike gave a call into the Support line and we are working with him offline. If there is a solution we find is beneficial to the community, we will post it here.
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Hello Mike B,
I found a forum post that talks about the same thing. See it here. There is a filter using Enitity_RecordID that is suggested that you can try out.
The one thing I noticed is that it mentions using a modified contacts portal, not a documents portal. Or in ...
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Hello Meghan,
The only thing I could find is the action Credit Card Processing and there is a Help Center article here. I couldn't find a place where you can automatically charge a credit card with the standard screens. It would be a customization with textboxes for filling out the credit card information.
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Hello kwbgs,
We do have users that use Method to track memberships and donations. I don't have any specific examples with me or in the Help Center. You can talk to an Method Solution Provider about workflow as Fran has eluted to. (thanks for responding Fran!)
- Greg
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H the texello,
I found out how one can use values off of the screen. It is using the Character Function and the Replace characters function. I'll try to explain how it will work.
First, Take your SQL command and for the Screen.ClientName section, replace it with something you can ...
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Hello Ben,
Can I confirm, you are using Retrieve Value From Table action with an Action Result that contains your search/SQL command?
I can look into getting values from screen as I am not sure myself. I see you tried Screen.ClientName. There is a webinar we have on SQL and Retrieve values that ...
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To reiterate to make sure I have this. You have a drop down field that holds one, two or more pieces of equipment that is assigned to the customer. When a piece of equipment is selected from the drop down, textboxes appear with values related to the piece of equipment. These textboxes can be used to update and ...
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Hello krp2003,
It sounds like the equipment dropdown is not actually related to the fields you have displayed. This means the text fields you have put onto the screen don't actually go through the dropdown relationship from the Activity to Equipment. I'm not sure why, but I remember I have seen this ...
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Hello,
It sounds like an interesting screen. It almost sounds like you want to use the Transaction table, which is the parent table for the purchase order, sales order etc. You can make a grid of this table and you may be able to display all of the records associated with the Inventory Item.
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Hello,
The quickest way to resolve the issue would be to contact the support line. We can take a look and help the customer resolve the issue. The difficulty with the problem is that it involves the customers computer and settings in Windows. We are still at 1-888-925-6238 x2.
- Greg
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