Method CRM Try it FREE
 Method CRM Help Center
Getting Started Checklist
Best practices
Consulting checklist and scoping
Glossary of common terms
Design Mode layout
Examples of Scoping
Method FAQ

collapse all | expand all
Override Filter By Active Record ID
Solution No. 116
When a customer, vendor or employee logs into Method with a Third Party Login, the screen is automatically filtered to only show records that belong to them. This action can remove the automatic filtering placed on a screen.
So Where Would We Use It?
Useful with Third Party Logins to remove the default screen filter and apply the active record ID.
To set the properties for this action, follow these steps:
1. Select Override Filter By Active record ID from the Action dropdown list.
2. Check the Override checkbox.
3. Enter Internal note (Optional).
4. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.


Was this article helpful?