Customization Concepts

Welcome to Method Customization!

And overview on how to learn Method's customization

Written by Inder Dhaliwal
Updated over a week ago

Intro: Databases, Tables, and Fields

Helps you understand some basic concepts of Customization

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What is a Database?

Concept of Database

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What is a Table?

The concept of a table as it pertains to databases

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QuickBooks versus Method tables

Difference between QuickBooks and Method tables

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Fields and Records

Concept of Fields and Records

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Field Types

Different types of Field Types available in Method

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Field Attributes

Different types of Field Attributes

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What are Custom Fields?

Concept of Custom fields

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Managing your App

Manage the configuration settings of an app

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App Settings - General

General settings when managing an app

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App Settings - Screens

Introduction to Screens in Method

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App Settings - Snapshots

Links that appear on the lower portion of each App tile and in the menu

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App Settings - Record Summary

Set the default for how records are displayed in app ribbons

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App Settings - App Ribbons

How Method Apps share related information

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Set Up an App Ribbon

How to show your custom records in another screen's app ribbon.

Written by Errol Elumir
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App Settings - Permissions and Rights

Setting up who can access your custom app.

Written by Errol Elumir
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App Settings - Delete

How to delete custom Apps created in Method

Written by Inder Dhaliwal
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Screen management

How to manage your screens

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Creating a screen

How to create screens in Method

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Screen Versions

Information on what screen versions are and how they work.

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Intro: Design Mode

Help Customize every screen in every app

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Updated this week

Design Mode: Layout

Design Mode in detail

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Properties: Insert Control

Different types of controls available on the screen.

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Properties: Edit Control

Configure and manage a selected control.

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Properties: Screen properties

Different options available on Screen Properties

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Styling Basics

Getting started with styling sections and controls via Method customization.

Written by Inder Dhaliwal
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Controls: Overview

Elements you can drag onto the screen to provide functionality

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Sections

How to create Sections during Customization.

Written by Inder Dhaliwal
Updated yesterday

Button Object

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

Written by Inder Dhaliwal
Updated in the last hour

Attachments Object

How to use Attachments in Method

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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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Updated yesterday

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.

Written by Inder Dhaliwal
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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

How to configure and use the editable grid object

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Updated yesterday

Grid Object

Concept, settings and properties of the grid object

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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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Map Widget

Display locations specified by Map Route option in the Mapping Functions action.

Written by Errol Elumir
Updated yesterday

Payment Widget Object

Information and restrictions for customizing the payment widget.

Written by Errol Elumir
Updated yesterday

Picture Object

Insert a Picture on the Screen

Written by Inder Dhaliwal
Updated yesterday

Radio Button Object

How to use Radio buttons in Method

Written by Inder Dhaliwal
Updated yesterday

Recurrence Widget

How to customize the recurrence widget to give users recurring activities.

Written by Errol Elumir
Updated yesterday

Signature Component

Capture an approval for a record.

Written by Errol Elumir
Updated yesterday

Text Object

How to use Text object on Screens during Customization

Written by Inder Dhaliwal
Updated yesterday

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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What is an Event?

What's an event and how does it relate to controls and actions?

Written by Inder Dhaliwal
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What is an Action?

What is an Action and how to use it when customizing Method

Written by Inder Dhaliwal
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List of Actions

All the actions available for you when customizing Method.

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.

Written by Inder Dhaliwal
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Assign Value to Action Result Action

Using the action "Assign value to action result".

Written by Inder Dhaliwal
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Assign Value to Shared Result Action

How to assign values to shared results via customization in Method.

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Calculate Currency Conversion Action

For QuickBooks Online 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)

Written by Errol Elumir
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Create Short Method URL Action

An action to create a short URL to easily share.

Written by Inder Dhaliwal
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Credit Card Processing Action

[DEPRECATED] An action to process credit card information with your payment gateway.

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Date Functions Action

This action contains multiple functions to manipulate and parse date and time.

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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 Action

An action to enable, disable, or toggle a control on screen.

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Expand/Collapse Section Action

An action to expand, collapse, or toggle a section.

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Generate Report Action

This action allows you to use a report created in the report designer.

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Go to Screen Action

An action to redirect the user to a Method screen.

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Go to Web Page Action

An action to redirect the user to an external web page.

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Insert Records Into Table Action

An action to insert a record or duplicate a record.

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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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Mapping Functions Action

How to use the Mapping Functions action.

Written by Errol Elumir
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Math Function Action

An action to do math on numerical values.

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Merge Entities/Contacts Action

An action to merge customers leads and contacts.

Written by Errol Elumir
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Merge Entities/Contacts Action - QBDT

An action to merge customers, vendors, contacts, and even swap contacts type.

Written by Errol Elumir
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Merge Entities/Contacts Action - QBO

An action to merge customers leads and contacts.

Written by Errol Elumir
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Prepare for Accounting Action

An action to calculate the amount in transactions.

Written by Inder Dhaliwal
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Process Payment Action

An action to process a payment

Written by Michael Melo
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Process Payment Action — Charge

Selecting Charge for the Process Payment Action

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Process Payment Action — Pre-Authorization

Selecting Pre-Authorization for the Process Payment Action

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Refresh Control Action

An action to refresh a grid, chart, or calendar.

Written by Inder Dhaliwal
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Retrieve Exchange Rate Action

How to retrieve exchange rates for QBO accounts enabled with multi-currency.

Written by Inder Dhaliwal
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Retrieve Value from Email Gadget Action

An action to retrieve values from email gadgets.

Written by Inder Dhaliwal
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Retrieve Values from Table Action

An action to pull values from a record in a table.

Written by Errol Elumir
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Save All Action

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

Written by Inder Dhaliwal
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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.

Written by Errol Elumir
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Show Right Panel Action

This action displays the right panel to invite users and manage tags

Written by Inder Dhaliwal
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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.

Written by Inder Dhaliwal
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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.

Written by Inder Dhaliwal
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App Routines

Reusable Action Sets

Written by Errol Elumir
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App Routines - Create

How to create an app routine

Written by Errol Elumir
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App Routines - Testing and Publishing

Once created, test and publish your App Routine.

Written by Errol Elumir
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App Routines - Revisions

Keep multiple revisions of your App Routine.

Written by Errol Elumir
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App Routines - Scheduling

How to schedule a published App Routine.

Written by Errol Elumir
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Glossary of Common Terms

Some common terms used in Method environment

Written by Inder Dhaliwal
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The Criteria Builder

The Criteria builder allows you to set up a question or a condition which will compare one value to another value.

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Field Validation

What is field validation and how does Method implement it?

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Grid Specific Events

Events that can be triggered on the Grid

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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
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List of Events

A list of events which trigger actions to run

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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