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Hey! Since you will be adding this button onto the EditOpportunity screen that means the Opportunity is loaded up. Try using the Session variable ‘Screen Active RecordID’ like this: — Morty

At the moment this action is not available on our New version. I would suggest going into the Classic version any time you want to create recurring records then switch back into New version to view/modiify/delete the data, and only using Classic to create. This is until we build this same action on New version which is on the ...

Can you please try following the steps on the article (Google Re-Authentication Steps) that outline how to reauthenticate your Method:ID to your Google:ID. Give that a try and follow up! — Morty

Take a look at the action: Insert Recurrence Date - "Useful in scheduling ongoing or recurring appointments in the future, the Insert Recurrence Date action allows the user to insert a recurrence for scheduling." Sounds like this will help you achieve what you are looking to build.  — Morty

On the Submit button you want to add the following action:  Here you are updating the HTMLEditor with blank text, clearing the entry. In regards to building a text input with multiple entries, this is possible to do, but not the most scalable option. As Text fields have character limits. But what you would want to use is the ...

Hi Gpeak, Currently you cannot modify the app ribbons and the related actions. Spoke to our Product Development team and they have this feature on their roadmap and aim to release in the next couple months. Keep an eye on: https://www.method.me/cs/blogs/releasenotes/ — Thanks

Have you had a chance to see our list of certified Method partners? If not, head over to: https://www.method.me/partners/ You can search by region as well. — Morty

Welcome to the Method forums! The HTML Editor which is similar to the text input controller, but contains a lot more options to modify the text, embed media, and also formats HTML. In your scenerio a total of 3 controllers on screen:  - HTML Editor - Submit button - Text Input The HTML Editor is where they ...

Indeed, this is a known issue - we have a ticket in with our Product Engineers. I'll add any updates from the ticket to our thread. -- Morty

Apologies, indeed you are correct. The templates you do have access to modify in relation to reminders/assignments are:  CRM_ActivityAssignedToUser CRM_Follow-upActivityforUser The automatic activity due reminders that go out are saved on the backend, and the template is used aross all accounts - unfortunately we cannot ...