Method Community

Greetings, I am getting the same issues here in california.  Whats interesting is Matt from tech in the field is not having a issue.  Not only reports but all the dashboards are not working. Havent done any changes to reports. John M

I am getting this Error Message when I try to print. It is happening on every screen in all of our accounts. Error Action Sequence Order:3 ERROR There is an unspecified error in loading the report. Please check your Generate Action to ensure all feilds are setup properly and that the report loads correctly in the report designer. It's ...

How do I change the page margins, and page size ?

How can I enter the customer's email address in the invoice header?

When a new customer (parent) is created, if there is a date in the JobStartDate field I get a conflict saying that this is already a job, and any subaccounts created in Method are not synced in QB. They will only sync if I delete this date value. I follow this logic and it makes sense, as the presence of a value in the JobStartDate field makes QB ...

i got it fix! John M

Wait a second, though. Do I need to loop through a grid and retrieve from the Customer table? If so, should the grid be of unique ParentFullnames (ie. parent accounts only) to maximize efficiancy? Would the logic then be: Loop throught the grid of FullNames, with the grid filtered for parents only (ie. ParentFullName ...

Hi Lance, Sorry for the late response here, however I am really not too sure why you are having these issues with this one user, for the Report Designer.  This definitely sounds like a one off error specific to this User, however I can't really can't think of any suggestions off-hand to fix this. I would advise you to give us a ...

"My hunch is that you're using Value from Row, which also won't work." Correctamundo. Thanks for your help!

Hi Shelley, If you want to add values, you should look in the Screens list for the screen that is created when you create a new table for a dropdown. As for adding the "Add New" option, you will need to change the Action Event for the dropdown and use the "Show screen in Popup" action for that event. Hope this ...