Search results by user ID 4597

Method NEW Training

kdellaripa — Fri, 20 Mar 2015 19:34:49 GMT

Hi All,

I've been out of the loop for awhile with Method, but really anxious to learn the new version. Is there online training available yet? I don't want to wait until Scaling New Heights to learn it.

Thanks!

Karen Dellaripa

Re: Retrieving value from table

kdellaripa — Sun, 01 Sep 2013 15:16:30 GMT

Jason,

I think I was able to do this correctly, after the initial add, I can't get the screen to show both criteria at the same time like you have above, but I think the second part is still there as I have the "remove Where" option, but no "And Where" option. However, when I run the actions, it is returning the same sum for each customer and the amount looks like the total of ALL charges for the month, so something is not working right. Any ideas? Help?

Thanks!

Karen

Re: Retrieving value from table

kdellaripa — Thu, 29 Aug 2013 20:35:38 GMT

Hey Jason,

Thanks so much for showing me how and where to do the scripts! I have one little wrinkle to this and I don't know how to write that part - I really need a two part script - The button that I am trying to write actions for does the following:

1 Start Loop through Customer Table

2 Retrieve "Amount" from Charge Table where Customer_RecordID = value from row RecordID, retrieve sum if multiple results, and place value in action result.

3 Update TotalStmtCharges field in Customer table with action result value from #2, where the RecordID = value from row RecordID.

4 End Loop through table.

The above is what it is doing now - and this is returning totals for each customer for ALL statement charges to date. So this is working fine for what it is doing, but in addition to retrieving the amount by customer, I need it to only retrieve amounts where the transaction date is between two dates (user entered, eventually). That is where I have to bring in the advanced script. So in the script in addition to the date filter that you have shown me above, I also need it to say where the Customer_RecordID = RecordID in the row of the customer table. How do I add that part in to the advanced script?

PS - can't wait to see how to get it to work with user inputted values! :)

Karen

PPS You are awesome! :)

Re: Retrieving value from table

kdellaripa — Wed, 28 Aug 2013 22:26:01 GMT

Hey Jason,

The first suggestion won't work #1 because I'm trying to filter on transaction date, not created date, and two, because there is no way to tell it to find transactions BETWEEN two dates in the regular script. That's been my problem from the start.

As far as the second suggestion, as I said originally, I have looked at this article already - I kind of get it, but what I don't understand and isn't clear is HOW to put it into an action result??? How & where do I do that? within the actions I'm trying to write, or somewhere else? or where? Additionally, if I want the advanced script to use dates that are defined on the screen, how do I do that in SQL language? I see where I can hard code dates in, so in my case if I wanted to only pull transaction amounts from July transactions my script would look like:

TxnDate BETWEEN '2013-07-01' AND '2013-07-31". Is that correct?

But if I wanted the dates to come from user input, how do I write that into the script?

Thanks!

Retrieving value from table

kdellaripa — Wed, 28 Aug 2013 20:36:45 GMT

I am trying to retrieve values from a table for a specific date range. I don't see any way to do this without using an Advanced Script, but I have no idea how to write one or WHERE I go to write it. I've looked at help articles and googled SQL WHERE, and I kind of see what I need to do, but where in Method do I do it, and what is the correct syntax? What I need it to do is retrieve Amounts from the Charges table where the Customer_RecordID is the same as the RecordID in the Customer table (which I am looping through). I need to retrieve the sum of charges in a specified time period that I already have in Action results. Can someone help me with this please?

Thanks!

Karen

Help with looping through a table

kdellaripa — Tue, 27 Aug 2013 14:05:34 GMT

What I am trying to do is sum the amounts from invoices within a date range and enter them in a new field in the customer table called "aaSumofInvoices". This is what I have done so far and the errors associated with them.

I added a field in the customer table called “aaSumofInvoices”.

On one of my test screens I added two date picker fields, one called “From” and one called “To”. Then I added a button. Under the button actions I did a simple loop through table:

1 Start Loop through Invoice table where RecordID greater than Type In 0, and Where TxnDate Greater than or equal to Value From Screen “From” and where TxnDate Less than or equal to Value from Screen “To”.

2 Retrieve Value From Invoice Table From Amount Field where Field = Customer_RecordID, value is: Value From Row Customer_RecordID, If multiple results Retrieve Sum and Place Value in Action Result “SumofInvoices”

3 Update “aaSumofinvoices” Field In Customer Table, Value from Action Result “SumofInvoices” where Record ID = Value from Row Record ID.

4 End Loop Through Table.

When I try and run exactly as above I get error message “Action Sequence:1 The field for (Value From Screen) was not found. Please verify your actions and republish this page”. I’m not understanding this message. I have picked dates in the From & To fields – once I pick dates doesn’t that put those values in those fields?

So then I took out the date filters in action 1 to see if I could at least get it to run for all dates. When I do that, I get the error message “Error:One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish”. I don’t understand this error either as I’m looping through a table and placing result in another table. What I ultimately want to do is have this sequence run as part of running a report, so it would be an action after clicking the report button, which would not be on the same screen as the tables either.

Right now I am just testing the logic of doing this for one table, but ultimately I need to do this in a button that will generate a report, but I need to sum amounts from 3 different tables first and then use the amounts in my report. Do I need to have all three tables on the screen where my button is?

Any help you can offer would be so appreciated.

Thanks!!!

Karen

Date Picker question

kdellaripa — Mon, 26 Aug 2013 19:25:52 GMT

Hi all,

When using a Date Picker object, once you choose the date on the screen, does Method consider that date the value in that field? For example, If I have a "From" date picker and a "To" date picker, and I choose July 1st 2013 for the From date and July 31, 2013 for the To date. Then I have a button programmed to populate a field in the customer record with the total of invoice amounts between the from & to dates and in the programming I have to look at all records in the Invoice table where the TxnDate is greater then or equal to value from screen in the "From" field and less than or equal to the value from screen in the "To" field. I am getting an error message that the field for (Value from screen) was not found. I'm not understanding what I am doing wrong here.

Thanks!

Karen

Re: calculated fields in Report designer

kdellaripa — Tue, 06 Aug 2013 01:22:36 GMT

Thanks Adam, but as I already said, they are REPORT fields, not Method fields, so they do not show up in the fields list as fields that I can calculate with. If there is a way to calculate on REPORT fields I would love to hear it!

To clarify, what I have done in my report is used 3 label fields to add together three different amount fields from three different Method tables. I am hiding the 3 detail columns and so all you see on the report are three totals - Beginning Balance, Total Receipts, and Total Charges. I want to now take the value in the Beginning Balance REPORT field (which is a sum of a hidden field), add the Total Receipts (another sum of a hidden field) and subtract the Total Charges (third sum of a hidden field) to get Ending Balance.

Thanks!

Karen

Re: calculated fields in Report designer

kdellaripa — Fri, 02 Aug 2013 17:09:39 GMT

Adam,

No, actually I was hoping there was a way to add values in fields on the report together - but it seems like this is not possible. They are not fields in a Method table/screen. They are label fields on the report that are summing the amount field from Method. I want to add 3 "sums" together.

Karen

calculated fields in Report designer

kdellaripa — Thu, 01 Aug 2013 19:13:55 GMT

Is there a way to have a calculated field that looks at 3 other fields on the report to calculate the total of those three fields? For example, I have an Opening balance field, a total Charges field and a total received field. I want to calculate the ending balance by taking the opening balance, subtracting the amount in the charges field and adding the amount in the received field.

Thanks!