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I have a customized New Opportunity screen, a customized Estimates screen, and a customized Sales Order screen, amoung others. I added a button to the New Opportunity screen, 'Save & Create Estimate', whose purpose is to save the opportunity, then create an estimate from the opportunity,...
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One of the Show Message Action options is "Provide Yes/No option to user? 'Ok' assigns True. 'Cancel' assigns False.". When the message window appears, the two buttons are 'Ok' and 'Cancel'. Would it be difficult for the Method team to add the ability to change...
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I am editing the 'Email' hidden button on the Contacts screen. I edited the 'Create Short Method URL' to change the portal being used. The 'Contact RecordID (optional):' field was empty when I opened the action. I left it empty. However, when I Save & Close, I receive a message...
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Hello, We have 1,100 clients on an automatic service schedule. I understand the ability to add recurring events. However, we need them to automatically renew until they are no longer an active customer. the key is automatically (either by check box or other method) because it will 1. t ake too long 2...
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Twice now I have encountered an error when using the 'Insert Records Into Table' action. In both cases, the error was resolved when I removed one or more fields of type 'Type In'. To account for those fields, I added an 'Update Field In Table' action with no problems. I assume...
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I have a grid (customer list) and a section with fields (customer information) on the screen. When the screen loads, I want to populate the section fields with data from the first customer in the grid list. I thought using the action "Set Active Record ID for Screen" would do the trick, but...
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Heh. Just noticed I can enter a specific order number (it's editable once clicking on it) for an action in the designer, rather than using the tiny Move Up/Down arrow buttons. It's not obvious those fields are editable (using Chrome). Just thought I would share this with anyone that might have...
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I'm customizing the Field Service Work Order screens to work for my business. Regarding Work Orders, I don't require that Date Start/End have a value. So I'm killing off all the actions around these field validations. For some reason, there's still some page load action on the FieldService...
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Hello all, My question is about the ability to copy actions or lists of actions from one object to another. What is important is the ability to modify those actions after they have been copied (in other words, not calling an action set) There are two slightly different scenarios where this question might...
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When pictures are used tactfully in applications, a designer can enhance a user’s experience and in many cases make it easier to navigate. Up until now, you were able to add pictures to Method screens but that was where it stopped. Not anymore. Picture objects in Method now have the ability to...
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