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

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

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

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

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

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

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 yesterday

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

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

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

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

Reusable Action Sets

Written by Errol Elumir
Updated over a week ago

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

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