Method Community

I created a customized field (added a field to a table) and have it displaying on a screen.  However, it is not allowing input.  What do I need to do to fix this?

Hi linda,

What do you mean it's not allowing input. Is this a linked field or a brand new custom field? If custom then what type of field is it, i.e. Text, Integer, Dropdown, etc. Is it set to read-only on your screen?

- Ashur

It is just a brand new field this is open text.  I don't think it is set to read-only.....how do I tell?  I am VERY new to Method and learning lots, so I apologize if these are 'simple' concepts that I am just not understanding!

Thanks!

Edit your screen, then edit the field which is not allowing input. Click the Advanced Options link on Step 1 and you'll see the Read-Only option. If this box is checked then that's your problem, so just remove the checkmark then Save and Publish the screen. If not, then we need to know what the field type is in your table (i.e. Text, Integer, Dropdown, etc).

Additionally, what do you mean when you say it's not allowing input? Does that mean you can't type anything into the field, or is it not retrieving data when you select one of your records?

- Ashur

I've done that - - it's accepting data now, but only numeric.  It is set as a text field with length of 255, so I am not sure why it doesn't accept letters.  What am I missing?

Can you please enable the MethodSupport user then email me your Company Account name. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen, then make sure there is a checkmark in the Active box for the user.

- Ashur

Forgot to mention to also include the screen name and field name in the email.

- Ashur

Done.  and the field I am working on is on the screens for adding leads and customers, editing leads & customers (they are copies that I made of the screens that came with the initial install.  They have a (2) at the end of their names.

Company account name is SummitBusiness

Thanks!

Linda,

Can you provide the name of the field please.

- Ashur

Lead Source Name

I took a look at your CRM_NewLead(2) screen and found that you put the LeadSource_RecordID field on the screen and just renamed the Caption to Lead Source Name (see below). So the Lead Source Name field doesn't actually exist in your Customer table. You'll first need to create the text field in your Customer table in order for you to be able to type data into that field and save it for each customer/lead record. To add a new field to a table go to Customize > Tables/Fields > click on the name of the table, i.e. Customer > add your new field.

Additionally, all RecordID fields are used specifically for identifying and associating specific records to one another. In order to prevent records being messed around with, we do not allow these fields to be modified then saved. RecordID's are stored as numbers which explains why you can only type numbers into the field, however, Method won't save the changes you make to that field.

I would strongly recommend you watch our Webinars, in particular, the Customization webinars (near the bottom of the page) so you get a better understanding of how to customize tables/screens in Method. Another great resource available is the Customization section of our Help Center Knowledge Base.

- Ashur