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Hey Charles, I'm sorry the process has been so frustrating.  After doing some advanced testing I was able to replicate your scenario (thanks for the additional workflow details).  Unfortunately, at this time I am unable to provide you with a better workflow than you've noted above.  We ...

Hey JWS, That is some odd behaviour you're experiencing. I'll need some more information to troubleshoot your issue: Can you tell me specifically what field you are using to store the names of the employees who have worked on the building during production? If this is a custom field, is it being stored in the Sales Order table or is ...

Hey Charles, I may still need to probe you for a little more information before we can fully troubleshoot your scenario but here is what I was able to gather: Trying to iterate through a table using Select (which is built into the loop action) but not getting the desired results Cannot use linked table values when defining the ...

Hey fgdonovan, MethodCRM is the perfect solution for the needs you have listed in the post above. We do not recommend the storage of any credit card information within Method's database as it is not PCI Compliant. That being said, we are currently working on releasing credit card authorization tokens which will enable us ...

Hey grdmunoz, In order to set the default number of rows in a grid to a value greater than 10 you will have to customize the screen. Workflow: Create a copy of the screen Select the properties of the grid you want to change (I modified the contacts grid) In the first dialog screen for the selected grid; change the Number of Rows to ...

Hi Jon, We've submitted the issue to the development team here at Method. Cheers, Nelson

Hey Charles, In response to your original post, I created two loops which update a field in a table according to a blank & non-blank field in my table. Here I was able to use the expressions I posted previously exactly as you'd expect them to work. Updating a Blank Value Updating a Non-Blank Value In my experience with ...

Hi Shawn, You are able to do this is Method out of the box!  Using the Field Services Center >> My Calendar Tab Link, you can define filters which will enable you to see a teams or multiple teams schedules for a given period.    On the left hand side of the screen, you have the ability to ...

Hey Charles, I'll need more information about what a 'Null' value is in your definition. Is it a field with the words Null? or a blank field? could it potentially be fields with a space?     Using the same logic you posted above, you can search for both null and non-null values using the queries ...

Hey JWS, Were you able to resolve your issue? I've broken down your problem into a series of steps, please confirm that this is your workflow: Created a custom grid on sales order screen The grid information is related to a specific sales order When you save the... Sales order? Grid? If you could provide more information here it ...