Customization Concepts

Welcome to Customization!

Inder avatar Gannon avatar Errol Elumir avatar
98 articles in this collection
Written by Inder, Gannon, and Errol Elumir
List of Controls

Controls: Overview

Anything that you can drag on the screen and helps you customize
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Written by Inder
Updated over a week ago

Section

How to create Sections during Customization.
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Written by Inder
Updated over a week ago

App Ribbons Object

How Method Apps "talk" to one another
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Written by Inder
Updated over a week ago

Attachments Object

How to use Attachments in Method
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Written by Inder
Updated over a week ago

Button

Different types of Settings, Styles and Actions that can be used on Buttons
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Written by Inder
Updated over a week ago

Button Menu

Reduce the number of buttons on the screen with the button menu control
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Written by Inder
Updated over a week ago

Calendar

How to Customize Calendar Objects
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Written by Inder
Updated over a week ago

Chart Object

How to use Chart Object to display reports in Method
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Written by Inder
Updated over a week ago

Checkbox Object

Various Settings and actions associated with Checkbox
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Written by Inder
Updated over a week ago

DateTime Picker

How to use DateTime Picker and choose date and time information on the screens
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Written by Inder
Updated over a week ago

Dropdown

How to use dropdown in Method
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Written by Inder
Updated over a week ago

Editable Grids

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Written by Gannon
Updated over a week ago

Grid Object

Concept, Settings and Properties of Grid in Method
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Written by Inder
Updated over a week ago

HTML Editor Object

Customizing the HTML Editor object in Method
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Written by Inder
Updated over a week ago

Icon Object

Icons you can display on Method Screens.
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Written by Inder
Updated over a week ago

Picture Object

Insert a Picture on the Screen
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Written by Inder
Updated over a week ago

Portal Navigation Object

How to add the Portal Navigation Object to Method Screens
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Written by Inder
Updated over a week ago

Radio Button Object

How to use Radio buttons in Method
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Written by Inder
Updated over a week ago

Recurrence Widget

How to customize the recurrence widget to give users recurring activities.
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Written by Errol Elumir
Updated over a week ago

Text Object

How to use Text object on Screens during Customization
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Written by Inder
Updated over a week ago

Text Input Object

How to use Text Input Objects on the Screen
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Written by Inder
Updated over a week ago

Toggle Object

How to use the Toggle object on the screen
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Written by Inder
Updated over a week ago
Actions

List of Actions

All the actions available for you when customizing Method.
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Written by Errol Elumir
Updated over a week ago

Add Attachment to Record ID

An action to attach a file attachment to any Record ID.
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Written by Gannon
Updated over a week ago

Assign Value to Action Result

How to assign values to action results via customization in Method.
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Written by Gannon
Updated over a week ago

Assign Value to Shared Result

How to assign values to shared results via customization in Method.
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Written by Gannon
Updated over a week ago

Calculate Currency Conversion

For QBO Accounts enabled with multi-currency.
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Written by Gannon
Updated over a week ago

Call another action set

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Written by Gannon
Updated over a week ago

Call Web Service

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Written by Gannon
Updated over a week ago

Character Function

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Written by Gannon
Updated over a week ago

Check Permission

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Written by Gannon
Updated over a week ago

Clear screen for new entry

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Written by Gannon
Updated over a week ago

Conditional Statement

An action to branch between two conditions (If / else statement)
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Written by Errol Elumir
Updated over a week ago

Create Short Method URL

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Written by Gannon
Updated over a week ago

Credit card processing

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Written by Gannon
Updated over a week ago

Date Function

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Written by Gannon
Updated over a week ago

Delete records from table

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Written by Gannon
Updated over a week ago

Enable/Disable Controls

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Written by Gannon
Updated over a week ago

Expand/Collapse Section

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Written by Gannon
Updated over a week ago

Generate Report

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Written by Gannon
Updated over a week ago

Go to Screen

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Written by Gannon
Updated over a week ago

Go to Web Page

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Written by Gannon
Updated over a week ago

Insert records into table

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Written by Gannon
Updated over a week ago

Loop Through Attachments

How to loop through attachments via customization.
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Written by Gannon
Updated over a week ago

Loop through grid

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Written by Gannon
Updated over a week ago

Loop through table

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Written by Gannon
Updated over a week ago

Math Function

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Written by Gannon
Updated over a week ago

Refresh Control

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Written by Gannon
Updated over a week ago

Prepare for accounting

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Written by Gannon
Updated over a week ago

Retrieve Values from Table

An action to pull values from a record in a table.
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Written by Errol Elumir
Updated over a week ago

Save All

This action is used to save the fields on screen to a table
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Written by Gannon
Updated over a week ago

Send Email

Using the Send Email Action
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Written by Errol Elumir
Updated over a week ago

Set Active Record ID for Screen

This action will set a value to the Screen Active Record ID
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Written by Gannon
Updated over a week ago

Set Focus to Control

This action will give focus to a control
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Written by Gannon
Updated over a week ago

Set View Filter

This action will change the view filter of a grid
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Written by Gannon
Updated over a week ago

Show/Hide Controls

This action allows you to make controls visible or invisible on the screen
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Written by Gannon
Updated over a week ago

Show Message

An action to show a pop-up message to the user.
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Written by Errol Elumir
Updated over a week ago

Show Right Panel

This action displays the right panel to invite users and manage tags
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Written by Gannon
Updated over a week ago

Stop processing more actions

This action halts any further actions in the action list
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Written by Gannon
Updated over a week ago

Update controls on screen

This action allows you to edit the value of a control
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Written by Gannon
Updated over a week ago

Update Editable Grid Read Only Property

How to update read only properties for editable grids.
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Written by Gannon
Updated over a week ago

Update Fields in Table

This action allows you to edit a record in a table
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Written by Gannon
Updated over a week ago

Validate Controls on Screen

How to validate controls on screen in Method.
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Written by Gannon
Updated over a week ago