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Customization Concepts
Customization Concepts
Welcome to Customization!
+1
122 articles in this collection
Written by
Michael Melo,
Errol Elumir,
Inder Dhaliwal
and 1 other
Welcome to Method Customization!
And overview on how to learn Method's customization
Written by
Inder Dhaliwal
Updated over a week ago
Databases, Tables, and Fields
Intro: Databases, Tables, and Fields
Helps you understand some basic concepts of Customization
Written by
Inder Dhaliwal
Updated over a week ago
What is a Database?
Concept of Database
Written by
Inder Dhaliwal
Updated over a week ago
What is a Table?
The concept of a table as it pertains to databases
Written by
Inder Dhaliwal
Updated over a week ago
QuickBooks versus Method tables
Difference between QuickBooks and Method tables
Written by
Inder Dhaliwal
Updated over a week ago
Fields and Records
Concept of Fields and Records
Written by
Inder Dhaliwal
Updated over a week ago
Field Types
Different types of Field Types available in Method
Written by
Inder Dhaliwal
Updated over a week ago
Field Attributes
Different types of Field Attributes
Written by
Inder Dhaliwal
Updated over a week ago
What are Custom Fields?
Concept of Custom fields
Written by
Inder Dhaliwal
Updated over a week ago
The Entity Table
What is the difference between the entity table and the customer, vendor, and contacts table?
Written by
Errol Elumir
Updated over a week ago
App Management
Managing your App
Manage the configuration settings of an app
Written by
Inder Dhaliwal
Updated over a week ago
App Settings - General
General settings when managing an app
Written by
Inder Dhaliwal
Updated over a week ago
App Settings - Screens
Introduction to Screens in Method
Written by
Inder Dhaliwal
Updated over a week ago
App Settings - Snapshots
Links that appear on the lower portion of each App tile and in the menu
Written by
Inder Dhaliwal
Updated over a week ago
App Settings - Record Summary
Set the default for how records are displayed in app ribbons
Written by
Inder Dhaliwal
Updated over a week ago
App Settings - App Ribbons
How Method Apps share related information
Written by
Inder Dhaliwal
Updated over a week ago
Set Up an App Ribbon
How to show your custom records in another screen's app ribbon.
Written by
Errol Elumir
Updated over a week ago
App Settings - Permissions and Rights
Setting up who can access your custom app.
Written by
Errol Elumir
Updated over a week ago
App Settings - Delete
How to delete custom Apps created in Method
Written by
Inder Dhaliwal
Updated over a week ago
Screen Management
Screen management
How to manage your screens
Written by
Inder Dhaliwal
Updated over a week ago
Creating a screen
How to create screens in Method
Written by
Inder Dhaliwal
Updated over a week ago
Screen Versions
Information on what screen versions are and how they work.
Written by
Inder Dhaliwal
Updated over a week ago
Design Mode
Intro: Design Mode
Help Customize every screen in every app
Written by
Inder Dhaliwal
Updated over a week ago
Design Mode: Layout
Design Mode in detail
Written by
Inder Dhaliwal
Updated over a week ago
Properties: Insert Control
Different types of controls available on the screen.
Written by
Inder Dhaliwal
Updated over a week ago
Properties: Edit Control
Configure and manage a selected control.
Written by
Inder Dhaliwal
Updated over a week ago
Properties: Screen properties
Different options available on Screen Properties
Written by
Inder Dhaliwal
Updated over a week ago
Styling Basics
Getting started with styling sections and controls via Method customization.
Written by
Inder Dhaliwal
Updated over a week ago
List of Controls
Controls: Overview
Elements you can drag onto the screen to provide functionality
Written by
Inder Dhaliwal
Updated over a week ago
Sections
How to create Sections during Customization.
Written by
Inder Dhaliwal
Updated over a week ago
Address Lookup Component
Capture address information by looking up a database of real-world locations.
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.
Written by
Inder Dhaliwal
Updated over a week ago
Attachments Object
How to use Attachments in Method
Written by
Inder Dhaliwal
Updated over a week ago
Button Menu Object
Reduce the number of buttons on the screen with the button menu.
Written by
Inder Dhaliwal
Updated over a week ago
Calendar Object
How to Customize Calendar Objects
Written by
Inder Dhaliwal
Updated over a week ago
Chart Object
How to use the Chart Object to display reports in Method
Written by
Inder Dhaliwal
Updated over a week ago
Checkbox Object
Various Settings and actions associated with the Checkbox object.
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
Written by
Inder Dhaliwal
Updated over a week ago
Dropdown
How to use dropdown in Method
Written by
Inder Dhaliwal
Updated over a week ago
Editable Grids
How to configure and use the editable grid object
Written by
Inder Dhaliwal
Updated over a week ago
Grid Object
Concept, settings and properties of the grid object
Written by
Inder Dhaliwal
Updated over a week ago
HTML Editor Object
Customizing the HTML Editor object in Method
Written by
Inder Dhaliwal
Updated over a week ago
Icon Object
Icons you can display on Method Screens.
Written by
Inder Dhaliwal
Updated over a week ago
Map Widget
Display locations specified by Map Route option in the Mapping Functions action.
Written by
Errol Elumir
Updated over a week ago
Payment Widget Object
[DEPRECATED] Information and restrictions for customizing the payment widget.
Written by
Errol Elumir
Updated over a week ago
Picture Object
Insert a Picture on the Screen
Written by
Inder Dhaliwal
Updated over a week ago
Radio Button Object
How to use Radio buttons in Method
Written by
Inder Dhaliwal
Updated over a week ago
Recurrence Widget
How to customize the recurrence widget to give users recurring activities.
Written by
Errol Elumir
Updated over a week ago
Signature Component
Capture an approval for a record.
Written by
Errol Elumir
Updated over a week ago
Text Object
How to use Text object on Screens during Customization
Written by
Inder Dhaliwal
Updated over a week ago
Text Input Object
How to use Text Input Objects on the Screen
Written by
Inder Dhaliwal
Updated over a week ago
Toggle Object
How to use the Toggle object on the screen
Written by
Inder Dhaliwal
Updated over a week ago
Events and Actions
What is an Event?
What's an event and how does it relate to controls and actions?
Written by
Inder Dhaliwal
Updated over a week ago
What is an Action?
What is an Action and how to use it when customizing Method
Written by
Inder Dhaliwal
Updated over a week ago
Actions
List of Actions
All the actions available for you when customizing Method.
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.
Written by
Inder Dhaliwal
Updated over a week ago
Assign Value to Action Result Action
Using the action "Assign value to action result".
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.
Written by
Inder Dhaliwal
Updated over a week ago
Calculate Currency Conversion Action
For QuickBooks Online accounts enabled with multi-currency.
Written by
Inder Dhaliwal
Updated over a week ago
Call Routine Action
This action allows you to reuse the actions of another control
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.
Written by
Inder Dhaliwal
Updated over a week ago
Character Function Action
This action contains multiple functions to manipulate and parse text.
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.
Written by
Inder Dhaliwal
Updated over a week ago
Clear Screen for New Entry Action
An action to clear a screen filled with fields.
Written by
Inder Dhaliwal
Updated over a week ago
Conditional Statement Action
An action to branch between two conditions (If / else statement)
Written by
Errol Elumir
Updated over a week ago
Create Short Method URL Action
An action to create a short URL to easily share.
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.
Written by
Inder Dhaliwal
Updated over a week ago
Date Functions Action
This action contains multiple functions to manipulate and parse date and time.
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.
Written by
Inder Dhaliwal
Updated over a week ago
Enable/Disable Controls Action
An action to enable, disable, or toggle a control on screen.
Written by
Inder Dhaliwal
Updated over a week ago
Expand/Collapse Section Action
An action to expand, collapse, or toggle a section.
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.
Written by
Inder Dhaliwal
Updated over a week ago
Go to Screen Action
An action to redirect the user to a Method screen.
Written by
Inder Dhaliwal
Updated over a week ago
Go to Web Page Action
An action to redirect the user to an external web page.
Written by
Inder Dhaliwal
Updated over a week ago
Insert Records Into Table Action
An action to insert a record or duplicate a record.
Written by
Inder Dhaliwal
Updated over a week ago
Loop Through Attachments Action
How to loop through attachments via customization.
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.
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.
Written by
Inder Dhaliwal
Updated over a week ago
Mapping Functions Action
How to use the Mapping Functions action.
Written by
Errol Elumir
Updated over a week ago
Math Function Action
An action to do math on numerical values.
Written by
Inder Dhaliwal
Updated over a week ago
Merge Entities/Contacts Action
An action to merge customers leads and contacts.
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.
Written by
Errol Elumir
Updated over a week ago
Merge Entities/Contacts Action - QBO
An action to merge customers leads and contacts.
Written by
Errol Elumir
Updated over a week ago
Prepare for Accounting Action
An action to calculate the amount in transactions.
Written by
Inder Dhaliwal
Updated over a week ago
Process Payment Action
An action to process a payment
Written by
Michael Melo
Updated over a week ago
Process Payment Action — Charge
Selecting Charge for the Process Payment Action
Written by
Errol Elumir
Updated over a week ago
Process Payment Action — Pre-Authorization
Selecting Pre-Authorization for the Process Payment Action
Written by
Errol Elumir
Updated over a week ago
Process Payment Action — Refund & Void
Selecting Refund or Void for the Process Payment action
Written by
Guillermo O'Byrne
Updated over a week ago
Refresh Control Action
An action to refresh a grid, chart, or calendar.
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.
Written by
Inder Dhaliwal
Updated over a week ago
Retrieve Value from Email Gadget Action
An action to retrieve values from email gadgets.
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.
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
Written by
Inder Dhaliwal
Updated over a week ago
Send Email Action
Using the Send Email Action
Written by
Errol Elumir
Updated over a week ago
Set Active Record ID for Screen Action
This action will set a value to the Screen Active Record ID
Written by
Inder Dhaliwal
Updated over a week ago
Set Focus to Control Action
This action will give focus to a control
Written by
Inder Dhaliwal
Updated over a week ago
Set View Filter Action
This action will change the view filter of a grid
Written by
Inder Dhaliwal
Updated over a week ago
Show/Hide Controls Action
This action allows you to make controls visible or invisible on the screen
Written by
Inder Dhaliwal
Updated over a week ago
Show Message Action
An action to show a pop-up message to the user.
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
Written by
Inder Dhaliwal
Updated over a week ago
Stop Processing More Actions
This action halts any further actions in the action list
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
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.
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
Written by
Inder Dhaliwal
Updated over a week ago
Validate Controls on Screen Action
How to validate controls on screen in Method.
Written by
Inder Dhaliwal
Updated over a week ago
App Routines
App Routines
Reusable Action Sets
Written by
Errol Elumir
Updated today
App Routines - Create
How to create an app routine
Written by
Errol Elumir
Updated over a week ago
App Routines - Testing and Publishing
Once created, test and publish your App Routine.
Written by
Errol Elumir
Updated over a week ago
App Routines - Revisions
Keep multiple revisions of your App Routine.
Written by
Errol Elumir
Updated over a week ago
App Routines - Scheduling
How to schedule a published App Routine.
Written by
Errol Elumir
Updated over a week ago
Reference
Glossary of Common Terms
Some common terms used in Method environment
Written by
Inder Dhaliwal
Updated over a week ago
The Criteria Builder
The Criteria builder allows you to set up a question or a condition which will compare one value to another value.
Written by
Inder Dhaliwal
Updated over a week ago
Field Validation
What is field validation and how does Method implement it?
Written by
Inder Dhaliwal
Updated over a week ago
Grid Specific Events
Events that can be triggered on the Grid
Written by
Inder Dhaliwal
Updated over a week ago
Load State
When a Method user opens up a new screen, the controls on the screen can be set to an initial state
Written by
Inder Dhaliwal
Updated over a week ago
List of Events
A list of events which trigger actions to run
Written by
Inder Dhaliwal
Updated over a week ago
Values From Session
Retrieving the Value from the session, where a session represent s the active use of screens.
Written by
Inder Dhaliwal
Updated over a week ago
Multi-tenancy Customization Basics
Written by
Errol Elumir
Updated over a week ago
Estimate Table - Common Fields
Common fields found in the Estimate table.
Written by
Errol Elumir
Updated over a week ago
Invoice Table - Common Fields
Common fields found in the Invoice table.
Written by
Errol Elumir
Updated over a week ago
SalesReceipt Table - Common Fields
Common fields found in the SalesReceipt table.
Written by
Errol Elumir
Updated over a week ago
Donations Screen - Common Fields
Common fields found for the Donations screen in the Donor pack.
Written by
Errol Elumir
Updated over a week ago