Method Community

That will be awesome!!!

I tried putting those codes in the Bill To first and nothing, then tried in the Ship To and got the same thing.  I'm new to the programming and I must be doing a rookie mistake.

When doing so, how do you do the action?  I put the Update Field or Object as Ship To, the value from screen and choose Bill To.  Is that correct?

Is it possible to add work orders to customer portals? I'm trying to add a grid on the home screen to show active work orders with limited information.  I can't get the information to show up in it. Also, is there a way for a link to be added to pull a pdf of the work order?

Thank Jeff... That helped out quite a bit. But really?!? Really?!?  Do you really want me to sing it out?!?

Very rarely the billing address and shipping address will be different in our operations.  What is the best way to auto copy the input from billing to shipping when adding new customers, but still have access to change that when needed?

I've been trying to add the e-mails to route sheets for my techs to verify contact info.  I've tried the following fields: Activity.ContactsEmail Activity.ContactEmail When that didn't work, then thougth that adding the fields to the work order.  However, those fields are not showing up at all after publishing in the work ...

Noel, Thank you!! Your awesome!!

My apologies for the communication issue, but I cannot get the elements of the work order into the csv.  I'm trying to get that completed into a report within a selected group.

I've been trying to pull reports from the work orders into a csv file format.  Here's what we have been doing: we have added a button to pull reports on the work order screen: Generated the basic report with the following format: But no matter or what we do, this is the result when generating the report: What is the ...