Customization Concepts

Welcome to Customization!

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101 articles in this collection
Written by Errol Elumir and Inder
List of Controls

Controls: Overview

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

Sections

How to create Sections during Customization.
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App Ribbons Object

How Method Apps "talk" to one another
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Attachments Object

How to use Attachments in Method
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Button Object

Different types of settings, styles, and actions that can be used on buttons.
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Button Menu Object

Reduce the number of buttons on the screen with the button menu.
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Calendar Object

How to Customize Calendar Objects
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Chart Object

How to use the Chart Object to display reports in Method
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Checkbox Object

Various Settings and actions associated with the Checkbox object.
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DateTime Picker

How to use DateTime Picker and choose date and time information on the screens
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Dropdown

How to use dropdown in Method
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Editable Grids

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Grid Object

Concept, Settings and Properties of Grid in Method
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HTML Editor Object

Customizing the HTML Editor object in Method
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Icon Object

Icons you can display on Method Screens.
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Payment Widget Object

Information and restrictions for customizing the payment widget.
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Written by Errol Elumir
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Picture Object

Insert a Picture on the Screen
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Written by Inder
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Portal Navigation Object

How to add the Portal Navigation Object to Method Screens
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Radio Button Object

How to use Radio buttons in Method
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Recurrence Widget

How to customize the recurrence widget to give users recurring activities.
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Written by Errol Elumir
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Text Object

How to use Text object on Screens during Customization
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Written by Inder
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Text Input Object

How to use Text Input Objects on the Screen
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Toggle Object

How to use the Toggle object on the screen
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Actions

List of Actions

All the actions available for you when customizing Method.
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Written by Errol Elumir
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Add Attachment to Record ID Action

An action to attach a file attachment to any Record ID.
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Written by Inder
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Assign Value to Action Result

Using the action "Assign value to action result".
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Assign Value to Shared Result

How to assign values to shared results via customization in Method.
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Calculate Currency Conversion Action

For QBO Accounts enabled with multi-currency.
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Call Routine Action

This action allows you to reuse the actions of another control
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Call Web Service Action

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

This action contains multiple functions to manipulate and parse text.
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Check Permission Action

An action to check a user's permissions and rights for a given app.
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Clear Screen for New Entry Action

An action to clear a screen filled with fields.
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Conditional Statement Action

An action to branch between two conditions (If / else statement)
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Written by Errol Elumir
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Create Short Method URL Action

An action to create a short URL to easily share.
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Written by Inder
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Credit Card Processing Action

An action to process credit card information with your payment gateway.
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Date Function

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Delete Records from Table Action

An action to delete one or more records from a table.
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Enable/Disable Controls

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Expand/Collapse Section

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Generate Report

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Go to Screen

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Go to Web Page

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Insert records into table

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Loop Through Attachments Action

How to loop through attachments via customization.
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Loop Through Grid Action

An action to loop through specific records displayed on a grid and apply actions to them.
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Loop Through Table Action

An action to go through specific records in a table and apply actions to them.
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Math Function Action

An action to do math on numerical values.
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Prepare for Accounting Action

An action to calculate the amount in transactions.
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Refresh Control Action

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Retrieve Exchange Rate Action

How to retrieve exchange rates for QBO accounts enabled with multi-currency.
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Retrieve Value from Email Gadget Action

An action to retrieve values from email gadgets.
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Retrieve Values from Table Action

An action to pull values from a record in a table.
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Written by Errol Elumir
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Save All Action

This action is used to save the fields on screen to a table
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Send Email Action

Using the Send Email Action
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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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Set Focus to Control Action

This action will give focus to a control
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Set View Filter Action

This action will change the view filter of a grid
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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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Show Message Action

An action to show a pop-up message to the user.
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Show Right Panel

This action displays the right panel to invite users and manage tags
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Stop Processing More Actions

This action halts any further actions in the action list
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Update Controls on Screen Action

This action allows you to edit the value of a control
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Update Editable Grid Read Only Property Action

An action to update read only properties for editable grids.
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Update Fields in Table Action

This action allows you to modify an existing record in a table
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Validate Controls on Screen Action

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