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Currently when using a grid loop action for selected rows if no row is selected an automatic conditional warning shows and no other actions get processed.
There are a number of circumstances where not completing the action set is problematic. For example, when creating an invoice from billable time and expenses from more than 1 grid, ...
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Thanks Dave,
I just updated our code to the revised response and everything is working fine.
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Matt
We experienced the same thing when we developed our new site. For now we've just assumed that an empty string equals Success.
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We've already done this for a client. All you need to do is create the second template (report), rename the existing print preview button to indicate which template is used, and add a additional button that uses the second template.
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The export to excel action is no longer exporting column subtotals. A client alerted me to the problem and I was able to reproduce it in another account.
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This is hard concept for our customers, QuickBooks or Method, to understand. They always see the an invoice, purchase order, etc. as a tangible object. In reality the only thing that persists is the record in a database. Each time a visual representation is needed it is recreated using a report template of some sort.
Paul, ...
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Hi Nick_Warren
From what was explained to me you can't do this the manner you are asking/suggesting. There is no way to generate a method report using the API.
The good news is that you can accomplish your end goal by: using your API application to extract the data and having the application generate the report. If you ...
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That fixed it. BTW This is my company account so it's over 2 years old.
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When adding new customer or customerlead I'm unable to select a sale rep. It may be that dropdown is no populating.
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