Customization Concepts

Welcome to Customization!

Michael Melo avatar Errol Elumir avatar Inder Dhaliwal avatar +1
117 articles in this collection
Written by Michael Melo, Errol Elumir, Inder Dhaliwal and 1 other
List of Controls

Controls: Overview

Elements you can drag onto the screen to provide functionality
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Written by Inder Dhaliwal
Updated over a week ago

Sections

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

Address Lookup Component

Capture address information by looking up a database of real-world locations.
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Written by Guillermo O'Byrne
Updated over a week ago

Button Object

Different types of settings, styles, and actions that can be used on buttons.
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Written by Inder Dhaliwal
Updated over a week ago

Attachments Object

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

Button Menu Object

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

Calendar Object

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

Chart Object

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

Checkbox Object

Various Settings and actions associated with the Checkbox object.
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Written by Inder Dhaliwal
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 Dhaliwal
Updated over a week ago

Dropdown

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

Editable Grids

How to configure and use the editable grid object
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Written by Inder Dhaliwal
Updated over a week ago

Grid Object

Concept, settings and properties of the grid object
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Written by Inder Dhaliwal
Updated over a week ago

HTML Editor Object

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

Icon Object

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

Map Widget

Display locations specified by Map Route option in the Mapping Functions action.
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Written by Errol Elumir
Updated over a week ago

Payment Widget Object

[DEPRECATED] Information and restrictions for customizing the payment widget.
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Written by Errol Elumir
Updated over a week ago

Picture Object

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

Radio Button Object

How to use Radio buttons in Method
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Written by Inder Dhaliwal
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

Signature Component

Capture an approval for a record.
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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 Dhaliwal
Updated over a week ago

Text Input Object

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

Toggle Object

How to use the Toggle object on the screen
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Written by Inder Dhaliwal
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 Action

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

Assign Value to Action Result Action

Using the action "Assign value to action result".
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Written by Inder Dhaliwal
Updated over a week ago

Assign Value to Shared Result Action

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

Calculate Currency Conversion Action

For QuickBooks Online accounts enabled with multi-currency.
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Written by Inder Dhaliwal
Updated over a week ago

Call Routine Action

This action allows you to reuse the actions of another control
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Written by Inder Dhaliwal
Updated over a week ago

Call Web Service Action

This action allows you to share data over the internet with another machine.
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Written by Inder Dhaliwal
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Character Function Action

This action contains multiple functions to manipulate and parse text.
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Written by Inder Dhaliwal
Updated over a week ago

Check Permission Action

An action to check a user's permissions and rights for a given app.
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Written by Inder Dhaliwal
Updated over a week ago

Clear Screen for New Entry Action

An action to clear a screen filled with fields.
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Written by Inder Dhaliwal
Updated over a week ago

Conditional Statement Action

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 Action

An action to create a short URL to easily share.
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Written by Inder Dhaliwal
Updated over a week ago

Credit Card Processing Action

[DEPRECATED] An action to process credit card information with your payment gateway.
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Written by Inder Dhaliwal
Updated over a week ago

Date Functions Action

This action contains multiple functions to manipulate and parse date and time.
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Written by Inder Dhaliwal
Updated over a week ago

Delete Records from Table Action

An action to delete one or more records from a table.
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Written by Inder Dhaliwal
Updated over a week ago

Enable/Disable Controls Action

An action to enable, disable, or toggle a control on screen.
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Written by Inder Dhaliwal
Updated over a week ago

Expand/Collapse Section Action

An action to expand, collapse, or toggle a section.
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Written by Inder Dhaliwal
Updated over a week ago

Generate Report Action

This action allows you to use a report created in the report designer.
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Written by Inder Dhaliwal
Updated over a week ago

Go to Screen Action

An action to redirect the user to a Method screen.
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Written by Inder Dhaliwal
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Go to Web Page Action

An action to redirect the user to an external web page.
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Written by Inder Dhaliwal
Updated over a week ago

Insert Records Into Table Action

An action to insert a record or duplicate a record.
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Written by Inder Dhaliwal
Updated over a week ago

Loop Through Attachments Action

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

Loop Through Grid Action

An action to loop through specific records displayed on a grid and apply actions to them.
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Written by Inder Dhaliwal
Updated over a week ago

Loop Through Table Action

An action to go through specific records in a table and apply actions to them.
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Written by Inder Dhaliwal
Updated over a week ago

Mapping Functions Action

How to use the Mapping Functions action.
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Written by Errol Elumir
Updated over a week ago

Math Function Action

An action to do math on numerical values.
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Written by Inder Dhaliwal
Updated over a week ago

Merge Entities/Contacts Action

An action to merge customers leads and contacts.
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Written by Errol Elumir
Updated over a week ago

Merge Entities/Contacts Action - QBDT

An action to merge customers, vendors, contacts, and even swap contacts type.
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Written by Errol Elumir
Updated over a week ago

Merge Entities/Contacts Action - QBO

An action to merge customers leads and contacts.
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Written by Errol Elumir
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Prepare for Accounting Action

An action to calculate the amount in transactions.
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Written by Inder Dhaliwal
Updated over a week ago

Process Payment Action

An action to process a payment
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Written by Michael Melo
Updated over a week ago

Process Payment Action — Charge

Selecting Charge for the Process Payment Action
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Written by Errol Elumir
Updated this week

Process Payment Action — Pre-Authorization

Selecting Pre-Authorization for the Process Payment Action
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Written by Errol Elumir
Updated over a week ago

Process Payment Action — Refund & Void

Selecting Refund or Void for the Process Payment action
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Written by Guillermo O'Byrne
Updated over a week ago

Refresh Control Action

An action to refresh a grid, chart, or calendar.
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Written by Inder Dhaliwal
Updated over a week ago

Retrieve Exchange Rate Action

How to retrieve exchange rates for QBO accounts enabled with multi-currency.
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Written by Inder Dhaliwal
Updated over a week ago

Retrieve Value from Email Gadget Action

An action to retrieve values from email gadgets.
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Written by Inder Dhaliwal
Updated over a week ago

Retrieve Values from Table Action

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 Action

This action is used to save the fields on screen to a table
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Written by Inder Dhaliwal
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Send Email Action

Using the Send Email Action
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Written by Errol Elumir
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Set Active Record ID for Screen Action

This action will set a value to the Screen Active Record ID
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Written by Inder Dhaliwal
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Set Focus to Control Action

This action will give focus to a control
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Written by Inder Dhaliwal
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Set View Filter Action

This action will change the view filter of a grid
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Written by Inder Dhaliwal
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Show/Hide Controls Action

This action allows you to make controls visible or invisible on the screen
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Written by Inder Dhaliwal
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Show Message Action

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 Action

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

Update Controls on Screen Action

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

Update Editable Grid Read Only Property Action

An action to update read only properties for editable grids.
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Written by Inder Dhaliwal
Updated over a week ago

Update Fields in Table Action

This action allows you to modify an existing record in a table
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Written by Inder Dhaliwal
Updated over a week ago

Validate Controls on Screen Action

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