Creating and Viewing a Table and its Fields

How to create and view a table and its fields.

Updated over a week ago

Method allows you to view and manage the tables within your Method account.

NOTE: In order to view and manage tables, you will need at least Customizer permissions.


Navigating to a Table

  1. Click your profile preferences icon and then click Account Settings.

  2. On the Account Settings screen, scroll down and click Tables & Fields.

  3. This will take you to a list of Tables in your Method account. You can find the table you want to view by using the Search bar.

    The filter view allows you to view tables based on its source:

    • All tables - All the tables in the account.

    • Method tables - Tables created by Method

    • QuickBooks tables - Accounting tables that sync to QuickBooks

    • Custom tables - Tables a customizer has created.

    • Recently configured tables - Tables sorted by modified date.

  4. When you find the table you want, click the table in the grid to view it.


Viewing a Table

When you select a table, you will be able to edit and delete the table (if you have permission to), as well as view its fields.

NOTE: The buttons to edit the description and delete the table will not work for tables with a source of Method or QuickBooks. You will only be able to modify custom tables.


Viewing a Table's Fields

Below the table description, you will find the fields for the table.

The Filter dropdown allows you to filter the fields by their source โ€” where the field was originally created:

  • QuickBooks - Field was created in QuickBooks

  • QuickBooks (custom) - A custom field created in QuickBooks.

  • Method - A stock field created by Method.

  • Custom - A field created by a user within Method.

In the grid, note the different columns:

  • Name: The name of the field.

  • Description: A description given to the field.

  • Required: The required attribute will be indicated by an exclamation mark icon. Any new record saved in the table must have this field populated with data.

  • Unique: The unique attribute will be indicated by a fingerprint icon. Throughout the table, data in this field cannot be repeated. Note that the FullName field is marked as unique. That means if one record contains the value of "Paige" for its FullName , no other record in this table can have "Paige" for FullName .

  • Source: The source of the field as explained above.

NOTE: Even though custom fields can be added in Method to tables originating from QuickBooks, these custom fields will not sync to QuickBooks.


Creating a Table

You can create your own tables to stor your own data in Method. When doing so, the source of the table will be Custom.

  1. Navigate to the Tables and Fields screen in your account as shown above.

  2. Click the New button.

  3. You will be prompted to name your table as well as give it a description. Click Create when done.

  4. When you create a brand new table, you will notice two fields are automatically created for you: LastModifiedDate and RecordID.


Creating Fields

Once a table has been created, as shown above, you will need to add fields to it.

  1. Click the New Field button.

  2. On this screen, define the field.

    • Field name: The name of the field.

    • Description: A description given to the field.

    • Field type: Select the type of field. (Further options may appear depending on field type).

    • Field is unique: The unique attribute indicates data in this field cannot be repeated. For example, if one record contains the value of "Paige" for this field, no other record in this table can have "Paige" in this field.

    • Fields is required: The required attribute indicates this field can never be empty.

  3. When you are done, hit the Save button to save the field. The Save and new button will save and clear the screen to create another field.

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