Search results by user ID 6126

Re: Checking for non-null values in table loop (query)

Method_Nelson — Thu, 31 Oct 2013 15:20:33 GMT

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 appreciate the time and effort you took to document this issue.

Cheers,

Nelson

Re: Custom grid in sales order

Method_Nelson — Thu, 24 Oct 2013 21:36:11 GMT

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 it stored in another table?
How is the grid being saved? In the default Method screen for sales orders grid there is an update button when you enable editing. Are you using this?
Lastly, are you refreshing the grid once you have saved the change?

Thanks,

Nelson

Re: Checking for non-null values in table loop (query)

Method_Nelson — Wed, 23 Oct 2013 15:43:08 GMT

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 criteria for a table loop (Why values are returned when you try and use a table loop? is it an integer ex. 3 but you want 'John Smith')

Case:

Loop through the Sales Order table
Trying to select a linked field within the table
One value is an API response for the web order status (What is the field value here? Is it coming from the API as text or an integer? How is it being stored in the Sales Order Table?)
Stated the only work around is to create a series of nested conditional statements
SQL is the preferred solution

So Charles based on the aforementioned here is a question I have for you :

How are you interested in seeing the results of your query?

If you are interested in viewing the results inside of a grid, you can leverage a handy little function called SQL Overide. To access it follow this workflow:

Customize the grid you are working with
In Step 2 of the wizard select the Advanced Link next to the field you would like to select by ex. Web Order Status
Select SQL Override+
Create a 'mock' SQL statement so you can understand how Method generates SQL statements
Modify it as necessary for your needs

ex. SELECT viewaccSalesOrder.WebOrderStatus_RecordID FROM viewaccSalesOrder WHERE viewaccSalesOrder.WebOrderStatus = 2 OR viewaccSalesOrder.WebOrderStatus <> 7

Another example can be found in this post.

Now the statement I wrote above was meant to be an to show you what your statement could look like.

I hope this helps,

Nelson

Re: Saving credit card info for frequent orders

Method_Nelson — Tue, 22 Oct 2013 21:51:38 GMT

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 to request tokens from merchants and process credit cards stored within merchant databases without handling any credit card information directly in Method. We hope to have this released over the next few months.

I would recommend you store your customer credit card information in QBO (Quickbooks Online) which can be referenced by MethodCRM (Using QuickBooks Merchant Services).

With QuickBooks Merchant Services you can easily manage recurring billing; however, you can not automate billing using Method.

For occasional customers, who do not require recurring charges, Method enables you to create a custom payment portal which will allow users to login, and pay their outstanding invoices on-demand.

I hope this helps,

Nelson

Re: Grid Pagination

Method_Nelson — Tue, 22 Oct 2013 21:08:01 GMT

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 display to a more suitable value (In my example I used 50).

I've attached a screenshot to help show you the exact location of the value.

Cheers,

Nelson

Re: Default Activity Status Not Working

Method_Nelson — Tue, 22 Oct 2013 13:27:20 GMT

Hi Jon,

We've submitted the issue to the development team here at Method.

Cheers,

Nelson

Re: Checking for non-null values in table loop (query)

Method_Nelson — Tue, 22 Oct 2013 13:21:08 GMT

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 customization I've noticed a couple of things:

When users have created a button which is supposed to loop through a grid, they forget to refresh the grid after the actions are complete to see the changes.
Sometimes, their "Where" statement is incorrectly specificied or the loop is not set up correctly to interate through the desired values.
The value you want to place is a particular field may not be accepted because of database limitations ex. replacing the number '4' with '4th floor' when the field can only store the integer type.

Could you please provide me with some more information about what you're trying to do in your loop and what tables / fields are you working with.

In my example I was working with the Comments field in the Activities table.

Thanks,

Nelson

Re: Viewing multiple Calendars in the Dashboard

Method_Nelson — Mon, 21 Oct 2013 22:00:58 GMT

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 filter what users / crews have been Assigned to a particular job.

Take a look at my example screenshot, notice how I can see the service requests I've created for NDM, NDM_C, and MethodSupport side-by-side.

Specifically:

Work orders that have been assigned to 3 users on Tuesday, October 22nd.
I am able to visualize the availability of your employees when a client calls.
I also can create work orders / service requests directly from the calendar and assign it to a user.

Hope this helps,

Nelson

Re: Checking for non-null values in table loop (query)

Method_Nelson — Mon, 21 Oct 2013 21:04:49 GMT

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 below.

Checking for null values:

x = <blank value>

Non-Null values:

y <> <blank value>

Cheers,

Nelson

Re: Custom grid in sales order

Method_Nelson — Mon, 21 Oct 2013 15:15:41 GMT

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 would be appreciated.

All of the sales orders change; rather than just the one open.

If you could elaborate on point 3 above.

It would help me greatly in troubleshooting your current customization experience.

Cheers,

Nelson