Method Community

[quote user="Method_Adam"]As for the Customer table and FullName field, can you try to regenerate the table?  You can do this by clicking Edit Fields for the Customer table, then clicking the button, Finish Editing Fields. Please let me know how that turns out.  If it doesn't work, a duplicate field may have gotten into the ...

Hey Grif, You brought up a couple of problems so I am going to address them in order: 1. How to explain the difference between the Customer Portal and Web-Forms (Leads)? Our team here has been agressively creating short instructional videos (3 - 7 minutes long) to help communicate the functional differences between the Portal ...

Hi MikeH, I have not come across this behaviour before. Does this happen with stock screens or only with customized screens? Is there any kind of pattern in regards to a specific screen, table, or field that it happens on, or does it seem random? If you come across the issue again feel free to reply to this post and our ...

I have modified the Invoice and am now getting a blank page of detail before the GroupFooter2 and GroopFooter 1 print. What do I have set wrong to product this? I have tried everything to fix and can't find the answer. Any help would be appreciated.

Hi Nebo, Sorry for the late reply.  I believe there might be something coded in the Contacts table to prevent adding a unique field.  The reason I say this is while this isn't a directly connected QuickBooks table, it will update and add the main contact for any new customer created in QuickBooks.  Since QuickBooks wouldn't ...

Hi Mike,  Your logic seems correct and I was able to achieve this the same way you explained it. See my final result below: Is this what you are trying to achieve? My only suggestion would be to confirm that your new fields are actually in the ItemReceiptLineItem table (not the ItemReceiptLineExpense table), and that you are in ...

Hey David, There's only one action being created and it is built into the vendor textchange event list. I've highlighted the action and the properties associated with it to help you. Cheers, Nelson

Hey Jason, That's what I had assumed, but does not always seem to be the case. For example, I have an action set that loops through the invoice table. Pulls a few values by associating RecordID with the action result for the RecordID of the current row for table updates. Various character functions are in place to convert the ...

Hi Charles,  Action results can only be used within the same object/field in which they are created. You can create one in an action set, and it should be available in subsequent actions of that action set. Shared results however can be retrieved anywhere else in Method, including different fields/objects and different ...

Also Customer table has a un ique field FullName and it is marked as a unique in method. However when I try to add it as a column for dropdown, there is only recordID.