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Categorizing between screens

Last post 11-06-2012 4:20 PM by Method_Ashur. 5 replies.
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  • 11-05-2012 9:25 AM

    Categorizing between screens

    Hello all! Here is a break down of what I am trying to do atm.

    Currently when an email is sent out for a Shipping notification from my company the email is then stored on a screen called Emails Sent. I am trying to have a "Email Type" saved on the email that after it is sent from the "Shippment screen" it shows up labeled as the type it was labeled as on the the "Email Sent" Screen. I have tried to set up a screen with a grid that has the options that it needs to be labeled with and then having both "Email Sent" and "Shipment" screens have a dropdown connected to this grids options. It is not saving and appearing automatically on my email sent screen however.

    So I want to basically save a type to this email as it will be on a screen with lots of emails from different screens. Thank you!

  • 11-05-2012 1:25 PM In reply to

    Re: Categorizing between screens

    Hi NeilRick,

    Just to ensure I'm clearly understanding what you're looking for, you want to have a Dropdown field called "Email Type" and this field will be available on both the Shipment and Email Sent screens? Currently you send out the shipment notification and that email is then stored on the Emails Sent screen, correct?

    You mentioned that you have already tried to setup a grid and link both screens to this field. I'm guessing you're naming the field Email Type but how are you linking it to the Shipment and Email Sent screens? Their tables should have the Email Type Value or at least, be linked to the Email Type value in your custom table.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 11-05-2012 1:42 PM In reply to

    Re: Categorizing between screens

    Currently I have a screen called "Email Type Menu" and a text field that can add or delete options in a grid. Both my Shipment and Email sent screens have fields linked to the grid called Email Type

  • 11-05-2012 2:25 PM In reply to

    Re: Categorizing between screens

    What actions do you have setup to save the information on your new screen, please list the details of the action(s). Also, if possible please provide a screenshot of your EmailType table's fields (Customize > Tables/Fields > click on the EmailType table). The only reason I can think of why the field won't automatically show up on your Emails Sent screen is if it's not linked properly or if it's not being retrieved properly through actions.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 11-06-2012 10:02 AM In reply to

    Re: Categorizing between screens

    Thank you very much for your response on this. I have at this point went to trying another aproach all together. I am trying to on the screen load of my Sent Emails screen do the following actions.

    1.Take Value From Session Current- Date/Time and store in DateTime_AR

    2.If Email Subject is equal to Your order from ParknPool Corp. has shipped!.......

    3.Compare EmailSentDateSent with DateTime_AR  and Retrieve diference in Days store in SevenDay_AR

    4.End Conditional Statement

    5.If SevenDay_AR is Equal to Seven then.....

    6. Send task to account manager

    7.End Coditional Statement

    So far this is not producing the results I had hoped. A quick question - on a date difference that I have set for days how should I check fo rits value under with a "Type In" value. i.e. 7, seven, or 7 days, seven days?

  • 11-06-2012 4:20 PM In reply to

    Re: Categorizing between screens

    Answer

    The value will be stored as a number, i.e. 7. Alternatively if you want to see how the value of an Action Result is stored you can insert the Show Message action, then type in a message (i.e. The value stored is:), then select and insert your action result. Smile

    - Ashur


    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
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