Customization Concepts

Welcome to Method Customization!

And overview on how to learn Method's customization

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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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The Entity Table

What is the difference between the entity table and the customer, vendor, and contacts table?

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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.

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App Settings - Permissions and Rights

Setting up who can access your custom app.

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App Settings - Delete

How to delete custom Apps created in Method

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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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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.

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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.

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Address Lookup Component

Capture address information by looking up a database of real-world locations.

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Button Object

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

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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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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

How to configure and use the editable grid object

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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.

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Payment Widget Object

[DEPRECATED] Information and restrictions for customizing the payment widget.

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Picture Object

Insert a Picture on the Screen

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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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Signature Component

Capture an approval for a record.

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Text Object

How to use Text object on Screens during Customization

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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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What is an Event?

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

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What is an Action?

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

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List of Actions

All the actions available for you when customizing Method.

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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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Assign Value to Action Result Action

Using the action "Assign value to action result".

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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)

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Create Short Method URL Action

An action to create a short URL to easily share.

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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.

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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.

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Merge Entities/Contacts Action - QBDT

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

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Merge Entities/Contacts Action - QBO

An action to merge customers leads and contacts.

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Prepare for Accounting Action

An action to calculate the amount in transactions.

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Process Payment Action

An action to process a payment

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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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Process Payment Action — Refund & Void

Selecting Refund or Void for the Process Payment action

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Refresh Control Action

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

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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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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 Action

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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App Routines

Reusable Action Sets

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App Routines - Create

How to create an app routine

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App Routines - Testing and Publishing

Once created, test and publish your App Routine.

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App Routines - Revisions

Keep multiple revisions of your App Routine.

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App Routines - Scheduling

How to schedule a published App Routine.

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Glossary of Common Terms

Some common terms used in Method environment

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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

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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.

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Multi-tenancy Customization Basics

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Estimate Table - Common Fields

Common fields found in the Estimate table.

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Invoice Table - Common Fields

Common fields found in the Invoice table.

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SalesReceipt Table - Common Fields

Common fields found in the SalesReceipt table.

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Donations Screen - Common Fields

Common fields found for the Donations screen in the Donor pack.

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