Method Community

 

Basic Customization question

Last post 11-27-2012 8:37 AM by Method_Mandeep. 7 replies.
Page 1 of 1 (8 items)
Sort Posts: Previous Next
  • 11-23-2012 11:28 PM

    Basic Customization question

    I am trying to make a button (in a mobile screen) that will set the status or a workorder to Completed.  I can make a button ok, I can make said button set other fields, but not the status field.  Maybe because the field is controlled by a dropdown menu, or something?  What am I missing?

  • 11-26-2012 10:02 AM In reply to

    Re: Basic Customization question

    Hi Andrew, if it is a dropdown field the value you are using to set has to be one of the options in the dropdown.

    Mandeep Samrai
    Customization Solution Specialist
    Method Integration
    E-mail:m.samrai@methodintegration.com
    Website: http://www.methodintegration.com
    Follow us on Twitter: @MethodCRM
    Follow me on Twitter: @Method_Mandeep
  • 11-26-2012 11:49 AM In reply to

    Re: Basic Customization question

    thanks mandeep, i am trying to set the workorder status field to completed. Completed is in the dropdown already. i am using the exact same text andcase as the menu.

  • 11-26-2012 2:02 PM In reply to

    Re: Basic Customization question

    I got it to work on the stock screen, hopefully this screenshot helps you out. 

    The field that needs to be updated is the   Status*.

    Mandeep Samrai
    Customization Solution Specialist
    Method Integration
    E-mail:m.samrai@methodintegration.com
    Website: http://www.methodintegration.com
    Follow us on Twitter: @MethodCRM
    Follow me on Twitter: @Method_Mandeep
  • 11-26-2012 2:58 PM In reply to

    Re: Basic Customization question

    ok,that looks like what i have. I can set other fields, and i can move to the status* field, but set field does nothing on that field.  can u give me a screenshot of the settings for the set field command. Maybe i have something wrong there.

  • 11-26-2012 4:10 PM In reply to

    Re: Basic Customization question

    We have made available webinars that cover customization those will provide you with all the information that you need. If you still need more help please visit Training & Customization.

    Mandeep Samrai
    Customization Solution Specialist
    Method Integration
    E-mail:m.samrai@methodintegration.com
    Website: http://www.methodintegration.com
    Follow us on Twitter: @MethodCRM
    Follow me on Twitter: @Method_Mandeep
  • 11-26-2012 9:37 PM In reply to

    Re: Basic Customization question

    Ive been through most of the customization webinars.  I am attempting to use the information i aquired from the webinars, but it does not seem to work as described. Since you have gotten it to work using the same approach that I used, maybe you could confirm what settings you used in the "set field" command.  (text/value) and (type in/act. result/from session/from screen/from row).  I tried both "text" and "Value" coupled with"type in" but it does nothing. Or could you point me to the webinar that explains the dropddwn attribute settings.  It is mentioned in a cursory manner in the first "intro to actions" seminar.  If all else fails, is there a place I can use sql, or something to affect changes in the tables?

  • 11-27-2012 8:37 AM In reply to

    Re: Basic Customization question

    Answer

    Hi Andrew, I think there is some confusion here.  The action you need to use is the "Enter Value Into Field On Screen", with the attribute as Text, with Type In.



    Mandeep Samrai
    Customization Solution Specialist
    Method Integration
    E-mail:m.samrai@methodintegration.com
    Website: http://www.methodintegration.com
    Follow us on Twitter: @MethodCRM
    Follow me on Twitter: @Method_Mandeep
Page 1 of 1 (8 items)