Search results by user ID 6242

weekly report on invoices issued to customers, contacted by a Method user in the last 30 days.

Ivelina — Thu, 30 Jan 2014 14:35:28 GMT

I need to create a weekly report, which will display number of invoices that have been issued to customers, who have been contacted by a Method user in the last 30 days. Since I'm new to the Method community, I'm not sure how to even start it.

All advises and help are appreciated.

Forbid print for a specified role?

Ivelina — Thu, 23 Jan 2014 08:05:37 GMT

I need to forbid printing of all data in Method for all staff members.

Is there a fast way to forbid printing for a specified role or I need to go through each screen and edit the print button permissions?

Re: dropdown fields outside of the grid

Ivelina — Mon, 20 Jan 2014 12:57:49 GMT

Hi,

Thank you for the reply. It's very helpful and all is clear.

Still, in my case I need few checkboxes let's say customer, product,country etc... It seems that I have to set all possible combinations between these checkboxes as filters and then for each checkbox set the logic which filter to be shown using conditinal statements(Is there other way?).

If a matching case is found and I do have "Set View Filter" for it I'd like Method to end/stop execution of the conditional statements after that matching case and just show the filter? Is it possible?

I'm not sure if I explained it well. So here it's an example:

    Start Conditional Statement   if product
        Start Conditional Statement   if customer
            Set View Filter   CustomerProduct
        End Conditional Statement   endif customer
        Set View Filter        Product
    End Conditional Statement   endif product

If I do the statements this way it seems that I'll always end up with Product filter showing, even if I have a customer? Is there some action I can apply to prevent execution of statements after matching case?

I think I've found it... Stop Processing More Actions

Re: dropdown fields outside of the grid

Ivelina — Fri, 17 Jan 2014 15:27:22 GMT

I'd like to see all results for all customers

dropdown fields outside of the grid

Ivelina — Fri, 17 Jan 2014 10:56:48 GMT

Hello,

I've created a dropdown called "CustomersList" that displays all customers and selected empty value as default (as i don't want to filter until a customer is selected). In Dropdown Object Actions I've added a text change event that loops through the grid. The dropdown fields is located outside the grid, so when I view the screen all grid records were there.

In step 3 of the grid wizzard inserted new automatic filter for my field "customer" to be Equal To Value from screen CustomersList.

Then no records were displayed on screen anymore, at least not until I select customer from the dropdown, after which all matching records appeared...

How to setup the grid/dropdown in order not to filter results until a customer is selected?

Search results by user ID 6242

weekly r﻿eport﻿﻿ on inv﻿oices ﻿issued to customers﻿, contacted by a Method user﻿﻿ in the last 30 days﻿.﻿

Forbid print for a specified role?

Re: dropdown fields outside of the grid

Re: dropdown fields outside of the grid

dropdown fields outside of the grid

weekly report on invoices issued to customers, contacted by a Method user in the last 30 days.