Method Community

  I’m confused. I watched the webinar on the Outlook plug-in, and it’s very clear that there is a field for follow-up comments. In fact, in the webinar, it is specifically stated and shown that you cannot select “Follow-up” and then not fill in the follow-up comments. Did this change in a later version after the ...

Chad We're currently using a series of checkboxes for user to indicate whether a grid is included or not.

[quote user="LaCrews"]In addition to the current conditional warning would it be possible to have a new action that tests for whether a grid has any rows checked?[/quote] I can ask the team about your request and see what they say. I will say the Loop Through Grid functionality is correct and I think re-working part of your action to ...

I'm just working though this problem with a team member and I'll post back when I can understand the problem a little more. ~C

[quote user="d.weigle"]Any ideas what the problem could be?[/quote] There are no follow-up comments by default in Method so this is something you would have to add through customization.  Follow-up's are essentially a reminder for an activity so the comments should go in the activity itself on the date when you follow-up. ...

[quote user="LaCrews"]The export to excel action is no longer exporting column subtotals.[/quote] I've got a ticket in with my team here and I'll update this thread once the functionality is back.  Until this feature makes it to our staging servers you'll need to total your columns in Excel with a formula ...

Currently when using a grid loop action for selected rows if no row is selected an automatic conditional warning shows and no other actions get processed. There are a number of circumstances where not completing the action set is problematic.  For example,  when creating an invoice from billable time and expenses from more than 1 grid, ...

Chad, Thanks so much.  Sorry I didnt have a chance to email you directly. I will ask my fulfillment center to change their coding & spread the word internally. I really appreciate the help!

[quote user="BungalowMatt"]...if this change is permanent.[/quote] This change is permanent - if the column is blank it shouldn't be included in the export.  The latest update to Method included speed improvements here and as a result, empty data like the column you mentioned shouldn't be included in the export. ~C

[quote user="Jason_L"]What do I need to do to get a grid to fill in with the information from its associated table? Should this happen automatically, or does there need to be a trigger placed somewhere?[/quote] There is nothing you need to do to fill in the grid.  When you click to each section the grid loading is an automatic ...