Customization Concepts

Welcome to Customization!

Errol Elumir avatar Inder avatar
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
Inder avatar
Written by Inder
Updated over a week ago

Sections

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

App Ribbons Object

How Method Apps "talk" to one another
Inder avatar
Written by Inder
Updated over a week ago

Attachments Object

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

Button Object

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

Button Menu Object

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

Calendar Object

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

Chart Object

How to use the Chart Object to display reports in Method
Inder avatar
Written by Inder
Updated this week

Checkbox Object

Various Settings and actions associated with the Checkbox object.
Inder avatar
Written by Inder
Updated this week

DateTime Picker

How to use DateTime Picker and choose date and time information on the screens
Inder avatar
Written by Inder
Updated over a week ago

Dropdown

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

Editable Grids

Inder avatar
Written by Inder
Updated over a week ago

Grid Object

Concept, Settings and Properties of Grid in Method
Inder avatar
Written by Inder
Updated over a week ago

HTML Editor Object

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

Icon Object

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

Payment Widget Object

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

Picture Object

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

Portal Navigation Object

How to add the Portal Navigation Object to Method Screens
Inder avatar
Written by Inder
Updated over a week ago

Radio Button Object

How to use Radio buttons in Method
Inder avatar
Written by Inder
Updated over a week ago

Recurrence Widget

How to customize the recurrence widget to give users recurring activities.
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Text Object

How to use Text object on Screens during Customization
Inder avatar
Written by Inder
Updated over a week ago

Text Input Object

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

Toggle Object

How to use the Toggle object on the screen
Inder avatar
Written by Inder
Updated over a week ago
Actions

List of Actions

All the actions available for you when customizing Method.
Errol Elumir avatar
Written by Errol Elumir
Updated this week

Add Attachment to Record ID Action

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

Assign Value to Action Result

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

Assign Value to Shared Result

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

Calculate Currency Conversion Action

For QBO Accounts enabled with multi-currency.
Inder avatar
Written by Inder
Updated over a week ago

Call Routine Action

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

Call Web Service Action

This action allows you to share data over the internet with another machine.
Inder avatar
Written by Inder
Updated over a week ago

Character Function Action

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

Check Permission Action

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

Clear Screen for New Entry Action

An action to clear a screen filled with fields.
Inder avatar
Written by Inder
Updated this week

Conditional Statement Action

An action to branch between two conditions (If / else statement)
Errol Elumir avatar
Written by Errol Elumir
Updated this week

Create Short Method URL Action

An action to create a short URL to easily share.
Inder avatar
Written by Inder
Updated this week

Credit Card Processing Action

An action to process credit card information with your payment gateway.
Inder avatar
Written by Inder
Updated this week

Date Function

Inder avatar
Written by Inder
Updated over a week ago

Delete Records from Table Action

An action to delete one or more records from a table.
Inder avatar
Written by Inder
Updated this week

Enable/Disable Controls

Inder avatar
Written by Inder
Updated over a week ago

Expand/Collapse Section

Inder avatar
Written by Inder
Updated over a week ago

Generate Report

Inder avatar
Written by Inder
Updated over a week ago

Go to Screen

Inder avatar
Written by Inder
Updated over a week ago

Go to Web Page

Inder avatar
Written by Inder
Updated over a week ago

Insert records into table

Inder avatar
Written by Inder
Updated over a week ago

Loop Through Attachments Action

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

Loop Through Table Action

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

Math Function Action

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

Prepare for Accounting Action

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

Refresh Control Action

Inder avatar
Written by Inder
Updated over a week ago

Retrieve Exchange Rate Action

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

Retrieve Value from Email Gadget Action

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

Retrieve Values from Table Action

An action to pull values from a record in a table.
Errol Elumir avatar
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
Inder avatar
Written by Inder
Updated over a week ago

Send Email Action

Using the Send Email Action
Errol Elumir avatar
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
Inder avatar
Written by Inder
Updated over a week ago

Set Focus to Control Action

This action will give focus to a control
Inder avatar
Written by Inder
Updated over a week ago

Set View Filter Action

This action will change the view filter of a grid
Inder avatar
Written by Inder
Updated over a week ago

Show/Hide Controls Action

This action allows you to make controls visible or invisible on the screen
Inder avatar
Written by Inder
Updated over a week ago

Show Message Action

An action to show a pop-up message to the user.
Errol Elumir avatar
Written by Errol Elumir
Updated over a week ago

Show Right Panel

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

Stop Processing More Actions

This action halts any further actions in the action list
Inder avatar
Written by Inder
Updated over a week ago

Update Controls on Screen Action

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

Update Editable Grid Read Only Property Action

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

Update Fields in Table Action

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

Validate Controls on Screen Action

How to validate controls on screen in Method.
Inder avatar
Written by Inder
Updated this week