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Strange behavior with Insert Activity action

Last post 09-16-2015 4:02 PM by Method_Audisho. 5 replies.
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  • 05-15-2015 9:23 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Strange behavior with Insert Activity action

    I'm having some strange behavior with the insert record in the table action for activities. 

    I am trying to insert a comment from a text box on the screen. I cannot get it to insert. Even tried updating field in table after the insert. Also having some problems with a few other custom fields I use. 

    I had also added the priority field and have no problem with this.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 05-15-2015 9:55 AM In reply to

    Re: Strange behavior with Insert Activity action

    Hi Mahlon,

    I just tested this using the following Insert Record Into Table action and it worked as expected. Am I missing anything?

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 05-15-2015 10:12 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Strange behavior with Insert Activity action

    This is happening on a copy of the edit activity screen. I added a few extra fields on schedule follow-up.

    I tried doing this from another custom screen and have no problems.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 05-15-2015 10:30 AM In reply to

    Re: Strange behavior with Insert Activity action

    Hi Mahlon,

    I had a look at this and I believe there may be an issue with the schedule follow up insert record action on the stock screen. The activity type and assigned to fields are blank in the action and even if I correct this, the screen designer tells me that the action is incomplete. This is affecting my ability to test this, as I can’t add any additional fields to this action.

    I’ll create a ticket and have the development team investigate further. I’ll keep you posted on any updates that I receive via this thread. Sorry for the inconvenience.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 05-16-2015 8:40 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Strange behavior with Insert Activity action

    The same issue exists on the New Activity screen

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 09-16-2015 4:02 PM In reply to

    Re: Strange behavior with Insert Activity action

    Answer

    Hi Mahlon,

    As per our September 16th release, this issue has been resolved. Please test this again and post back if it’s still an issue.

    Thank you,

    Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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