Method Community

Hi Alex, Just so I have everything Correct here,  Essentially What youve changed on the Bill Screen is that on the Select PO... button, youve added a "Save all sections" some where between Sequence 1 and 4 Is there a reason you needed this functioning in this way? On the stock screen (and by extension, ...

Hi Mike, Could I grab a little more detail about what the chart is displaying currently? My thoughts are that you have a Chart object on your screen in method, and have a dropdown on the screen containing the stages of your opportunity. Im assuming the chart then filters (Based on Step 2 of 4: Filter Options of the chart object) by ...

Hi Again Martina, When you are Updating records by Importing the Records back into Method, you need to ensure that you have the Update existing records by matching the key fields option checked when preparing the data as I mentioned in my original Post. There really isnt a quick way to Delete duplicate records once they are in ...

Hi James, Ah I see. Would you be able to try copying the FieldSerivce_Dashboard(2) screen you created, and on Step 3 of 3: Tab Link  checking the box which says Replace links to an existing screen and selecting FieldService_Dashboard(2) for me? Its possible something went wrong in the copy here. Let me know how you go with ...

Hi There, My apologies for the slow reply here. Depending on how this has been set up, you might need to locate and change this code in QuickBooks directly. Im assuming youve added a custom field to Quickbooks which then syncs to method with the pre-generated EDI code. This works fine, however due to a limitiation in the QuickBooks SDK, you ...

Hi There Lance, Ive just had a chat with the team here, and unfortunately the way you are trying to do this is not possible. Ultimately you will need to use the Upload Wizard to upload documents to method, as there is no way to upload a document via an insert action. The best course of action would be to Generate and Save the Report and ...

Hi James, Just so I have this clear, what exactly should be happening here?  My understanding of what your saying is that the Tab link is pointing to an incorrect screen? In the example you mentioned what is the screen that you are expecting to see? Thanks James! Regards, Ben

Hi Clayton, Im currently in process of regenerating the screens in your account to see if we cant get your screen working again. You dont need to be logged out or anything as it all runs in the back end. We might need to take this one offline. Im going to Email you directly so we can work on this one further. Thanks Clayton! Regards, Ben

Hi There! Are you reffering to the Screen regeneration issue you are experiencing? or is this a separate Issue? Would you be able to show me the examples you mentioned? Thanks! Regards, Ben

Hi Scott, Ive opened a support case for you and one of our Reps will be reaching out as soon as possible (Case #17066). Thanks Scott. Regards, Ben