Search results by user ID 5485

Need to fix SalesRep table.

viret56 — Wed, 04 Jun 2014 17:08:55 GMT

The SalesRep table in Method has missing or incorrect data in it. I cannot edit the table in Method and the data does not seem to be corrected through a changes-only or the scheduled full sync.

Several records in the SalesRep table are missing data in the EntityType and SalesRepName fields. In addition, the data is the SalesRepName_RecordID field is incorrect. By examining the User table and the Entity table, I can see what the values in those fields should be.

The sales reps look correct in QuickBooks.

1. Will a Full Sync bring the Method table up to date?

2. Can I run a Full Sync on list only by setting the sync option to none for all transaction types?

3. Or is there another approach I should use to correct the data?

Thanks.

Re: Are multiple API connections allowed with the same log in credentials?

viret56 — Wed, 18 Dec 2013 16:44:17 GMT

I found my mistake. I had not changed the "SOAPAction" to MethodAPITableListVs. That is why I was getting a response with MethodAPISelect_XMLV2Response tags.

Problem solved.

Are multiple API connections allowed with the same log in credentials?

viret56 — Wed, 18 Dec 2013 16:31:18 GMT

We have a web app running which connects through the MethodAPI, retrieves data, disconnects, processes the data, then repeats. I am using PHP, XML and cURL.

Now I am working on another web app to simply retrieve a list of tables using MethodAPITableListV2. I get a failure response: "Failure. The API could not validate your log in. Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly. Also, ensure that this User has been configured for Method API access by going to Customize > Users, editing the User, and ensuring that there is a check in the 'Is Allowed to Connect via MethodAPI' checkbox.", which is retruned with MethodAPISelect_XMLV2Response tags.

My first question pertains to the log in failure. I checked the credentials, they are correct. The user is allowed to connect. Is the failure because the user is logged in through the first app? If yes, what are my alternatives? Must I create another user for the second app.

My second questions concerns the MethodAPISelect_XMLV2Response tags. Are these the correct response tags for a MethodAPITableListV2 query?

I am stuck if my app won't connect, so any help is greatly appreciated.

Re: PHP SOAP - No cURL repsonese for strWhereClause

viret56 — Mon, 30 Sep 2013 22:19:19 GMT

Dave,

I need to add that I have used a where clause similar to the one above using the MethodAPI and Excel VBA. So now I am wondering if PHP and cURL are the culprits. Any ideas?

Re: PHP SOAP - No cURL repsonese for strWhereClause

viret56 — Mon, 30 Sep 2013 21:56:56 GMT

Dave,

I have tried a data range which does return data. When I use "<tem:strWhereClause>(TxnDate >= '2013-09-23')</tem:strWhereClause>", many record are retrieved. However, when I try to limit the search to one week with "<tem:strWhereClause>(TxnDate >= '2013-09-23') AND (TxnDate <= '2013-09-29')</tem:strWhereClause>", I not only get no records, I don't get any XML returned. (When an empty set is returned I normally see XML like this:

<?xml version="1.0" encoding="utf-8"?><soap:Envelope xmlns:soap="http://www.w3.org/2003/05/soap-envelope" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"><soap:Body><MethodAPISelect_XMLV2Response xmlns="http://tempuri.org/"><MethodAPISelect_XMLV2Result><?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Success" MaxRecords= "False"><MethodIntegration /></MethodAPI></MethodAPISelect_XMLV2Result></MethodAPISelect_XMLV2Response></soap:Body></soap:Envelope>

However, as I mentioned above, I am not even getting that.)

I did try your second suggestions, with the same empty response.

It seems like the where statement in question is causing Method to choke and return an empty reply. Not false, just empty.

Are there any know caveats to including TxnDate in where clauses?

Thanks

PHP SOAP - No cURL repsonese for strWhereClause

viret56 — Mon, 30 Sep 2013 15:52:55 GMT

I have written a successful MethodAPISelect_XMLV2 query using

"<tem:strWhereClause>(TxnDate >= '2013-09-30')</tem:strWhereClause>".

But when I use

"<tem:strWhereClause>(TxnDate >= '2013-09-30' AND TxnDate <= '2013-10-06')</tem:strWhereClause>"

instead, the cURL response is empty (no XML whatsoever).

Am I writing the where clause correctly? And why is there no error message?

Thanks for any help you can give.

Need help with SQL Override syntax.

viret56 — Wed, 24 Jul 2013 21:28:50 GMT

I have a grid based on the Opportunity Table. I want to add a column to the grid with a comma delimited list of Estimate numbers related to the Opportunity. Is it possible to write an SQL Override that accomplishes this? Ideally I would like each estimate number in the list to be a link to the associated estimate.

I have tried several techniques I found in variuos forum posts, but none has worked for me yet. I appreciate any pointers I can get.

Thanks

Question about email attachments.

viret56 — Mon, 03 Dec 2012 21:43:48 GMT

I need some clarification about Method email attachment capabilities.

I have attached generated reports to emails successfully. I read in a forum post that I can use a 'file attachment' database field to attach a file to an email. (I have not actually done that yet.)

My question concerns the documents we uploads to Method. Can they be used as email attachments? If yes, how do I go about that?

Re: Update Table Record

viret56 — Wed, 14 Nov 2012 15:39:14 GMT

I am looking forward to the next version of the designer. Thanks Paul.

Update Table Record

viret56 — Wed, 14 Nov 2012 14:01:13 GMT

Is there an action that allows multiple fields in a database table record to be updated at one time (as 'Insert Records Into Table' allows multiple fields to be set upon insert)? If not, would the Method Development Team consider creating one. It would be a time saver, not to mention making the action set less cluttered.

Thanks.