Search results by user ID 6719

Re: Populate New Activity

Method_Morty — Wed, 28 Jun 2017 21:48:13 GMT

Hey!

Since you will be adding this button onto the EditOpportunity screen that means the Opportunity is loaded up. Try using the Session variable ‘Screen Active RecordID’ like this:

— Morty

Re: Repeating an action

Method_Morty — Mon, 26 Jun 2017 15:26:08 GMT

At the moment this action is not available on our New version. I would suggest going into the Classic version any time you want to create recurring records then switch back into New version to view/modiify/delete the data, and only using Classic to create. This is until we build this same action on New version which is on the roadmap.

You can build the logic on our New version, but must keep in mind the following:

1. Deleting these massive activity sets.

2. Updating these massive activity sets

3. Method:New is completely locked when runnning these processes

But to build this logic:

- Add a date range on screen
- Now in your action set using the Date Function, get the date difference
- Create a new table RecurringActivities, create one record in this table each time you go through this process, before all the activities get created (the # of times is based of the above date difference).
- Then have dropdown field in Activity table for RecurringActivities.RecordID.
- When you update or Delete an activity where RecurringActivitiesRecordID is not empty, update or delete all activities with same RecurringActivitiesRecordID

— Morty

Re: Single Sign On Failed

Method_Morty — Tue, 20 Jun 2017 20:42:09 GMT

Can you please try following the steps on the article (Google Re-Authentication Steps) that outline how to reauthenticate your Method:ID to your Google:ID. Give that a try and follow up!

— Morty

Re: Repeating an action

Method_Morty — Tue, 20 Jun 2017 16:54:49 GMT

Take a look at the action: Insert Recurrence Date - "Useful in scheduling ongoing or recurring appointments in the future, the Insert Recurrence Date action allows the user to insert a recurrence for scheduling."

Sounds like this will help you achieve what you are looking to build.

— Morty

Re: HTML Input to static text window

Method_Morty — Mon, 12 Jun 2017 14:04:52 GMT

On the Submit button you want to add the following action:

Here you are updating the HTMLEditor with blank text, clearing the entry.

In regards to building a text input with multiple entries, this is possible to do, but not the most scalable option. As Text fields have character limits. But what you would want to use is the Character Function to join two strings together seperated by a New Line. See:

Character Function

— Thanks

Re: Edit default App ribbon

Method_Morty — Tue, 16 May 2017 16:56:12 GMT

Hi Gpeak,

Currently you cannot modify the app ribbons and the related actions.

Spoke to our Product Development team and they have this feature on their roadmap and aim to release in the next couple months.

Keep an eye on: https://www.method.me/cs/blogs/releasenotes/

— Thanks

Re: Staff Training

Method_Morty — Fri, 12 May 2017 13:25:03 GMT

Have you had a chance to see our list of certified Method partners? If not, head over to: https://www.method.me/partners/

You can search by region as well.

— Morty

Re: HTML Input to static text window

Method_Morty — Thu, 06 Apr 2017 15:05:23 GMT

Welcome to the Method forums!

The HTML Editor which is similar to the text input controller, but contains a lot more options to modify the text, embed media, and also formats HTML.

In your scenerio a total of 3 controllers on screen:

- HTML Editor

- Submit button

- Text Input

The HTML Editor is where they will have access to enter their data into.

The Submit button will then take this data from the HTML Editor and update the Text Input with.

Set the Text Input load state as disabled so no one is able to modify the text.

To push the HTML Editor data into the Text Input, within Submit button click event, use the Update Controls On Screen action. Updating the Text Input control with the data from the HTML Editor.

Hope that makes sense! If not let me know and I can further break down the steps.

-- Morty

Re: Row Link Error In Grid

Method_Morty — Fri, 31 Mar 2017 15:33:33 GMT

Indeed, this is a known issue - we have a ticket in with our Product Engineers. I'll add any updates from the ticket to our thread.

-- Morty

Re: Internal email alert - change the subject?

Method_Morty — Fri, 24 Mar 2017 13:33:41 GMT

Apologies, indeed you are correct. The templates you do have access to modify in relation to reminders/assignments are:

CRM_ActivityAssignedToUser
CRM_Follow-upActivityforUser

The automatic activity due reminders that go out are saved on the backend, and the template is used aross all accounts - unfortunately we cannot make modifications.

-- Morty