Method Community

1) I would like to be able to add a few fields to the new lead screen. For example I would want to add a new field called Product and it would be  a dropdown with a list of manufacturers to select from. The next box would be product with a dropdown showing product types and the last just a blank field for Quantity. I have figured out how to insert the dropdowns but they obviously need to be linked to a table and field and thats where I am struggling

2) Under lead Reports we select the filter for State, Verify the what we are filtering on matches data used for a lead and then we chose generate filter based on report and it seems to return everything instead of filtered data. For example I enter NC into the state, then select generate report by field filter and it gives me every state. It seems to work for the sales rep field but not the state prov filter

3) Once I have the filter tool working for Reports how do I add more filters besides the few existing ones?

bbullins-

bbullins:

1) I would like to be able to add a few fields to the new lead screen. For example I would want to add a new field called Product and it would be  a dropdown with a list of manufacturers to select from. The next box would be product with a dropdown showing product types and the last just a blank field for Quantity. I have figured out how to insert the dropdowns but they obviously need to be linked to a table and field and thats where I am struggling

If you edit the Customer table by going to Customize > Tables / Fields and click Edit Fields, one of the field types you can add is drop down, when you try to add a drop down type field it will prompt you to create a new table for the drop down or use an existing one.

bbullins:

2) Under lead Reports we select the filter for State, Verify the what we are filtering on matches data used for a lead and then we chose generate filter based on report and it seems to return everything instead of filtered data. For example I enter NC into the state, then select generate report by field filter and it gives me every state. It seems to work for the sales rep field but not the state prov filter

I was able to duplicate this and will create a ticket for this issue. I will update this forum post once this issue is addressed.

bbullins:

3) Once I have the filter tool working for Reports how do I add more filters besides the few existing ones?

I would make a copy of the screen and take a look at how the existing filters are created and just build upon that. One thing that you will want to note is that if you make a copy of the screen before the issue with the filter is resolved you will have to manually make the fix on the screen.

-Michael

Thank you< I will give those a try. 

 OK, I have created the fields and modified the screen. everything worked as expected so I went back to the form to add the rest of the fields I had created. They are available, I add them, I publish them< i save and close them and then for some reason the new additions disappear, I go back in, add them back, publish and sabe again only to see the additional changes gone again, What am I doing worng here.

Also is there any word when the report filter error may be fixed?

Thanks

 I finally decided to log out then back in and it is now correct

bbullins-

Logging out and logging back in refresh the screens that the tab links were pointing to, which is what resolved your issue.

In regards to the report we are still looking into this. 

-Michael

 I would like to expand on my question. I have the fields and dropdowns working correctly but we would like to make subsequent fields conditional as to whether they are displayed or not based on the first dropdown.

For example at first you only see 3 fields

FieldA - Dropdown (Yes or No)

FieldB - Text

FieldC- Text

What I would like is if Field A "Yes" is selected 3 additional fields would be displayed so it would look like Below if No only the 3 fields above are seen.

FieldA - Dropdown (Yes or No)

FieldB - Text

FieldC- Text

FieldD - Text

FieldE- Text

FieldF - Text

Is this doable and how do I go about it? Thanks

bbuliins-

This is possible, on the Text Change event for FieldA put a conditonal statement to check if FieldA is Yes, if Yes Show the other fields.

I would also check to see if FieldA is No and then hide the fields based on that. Some other things to note it may be best to set the default for that field to No and initially hide the 3 extra fields.

If FieldA = 'Yes'

Show FieldD
Show FieldE
Show FieldF

End IF

If FieldA = 'No'

Hide FieldD
Hide FieldE
Hide FieldF

End IF

-Michael

 Thanks. I understand the logic and I see conditional statements in the action tab but I fail to see how based on that condition I tell it to show or hide the fields. I also am struggling to see how to execute the end if.

Is there a way to manually code it and not have to go through the wizards?

bbullins-

There is an action called Show/Hide Field/object, using this action between the conditonal actions should give you the results you need. 

The actions you will need to get the results you need are : Start Conditonal Statement, End Conditional Statement and Show/Hide Field/object.

-Michael

 OK, here is where I am now

I have placed all of the fields I may need on the screen. I then clicked edit on the field I want to be conditional (which is a drop down with about 5 options. I then set it the conditional to the following

Action

Event = Text Change    Action = Start Conditonal Statement

Action Result

not equal to

Type in = Thermal Transfer

and add the action. So if I understand I have just said the conditon is true is the drop down field is not equal to "thermal trasfer"

I then added action for show/hide/field object

I choose my field and have tried all three variations. for example toggle, always hide, always show. And I can make the screen change by chaning this. but I think it should be always hide.

IE if it is not equal to Thermal Transfer Hide

I then do a end conditional statement.

This seems to hide the fields even when the condition is not true. I even tried adding a followup that said not only do you always hide when it is not equal to "thermal transfer" but when it is Thermal transfer you always show.

Seems like I am just missing a little something here.

Thanks

bbullins-

The actions on the drop down's text changed event only get called when the text is changed, if you want hide/show those fields when the screen loads you would need to add actions to the screens OnScreenLoad event by clicking Advanced in the top left corner.

-Michael

 ok

Thanks, I think I have it all working

Also my employer is requesting a time frame on a solution for the report filters and when it will be working.

thanks

bbullins-

Currently we don't have an update but I will see what information I can get and update this post.

-Michael

 There seems to be limits on the number of sections on a screen and the number of rows in a section can you tell me what they are and can that be increased?

Thanks