Customization Concepts
A reference for Method's drag and drop customization platform
136 articles
- Intro: Databases, Tables, and FieldsHelps you understand some basic concepts of Customization
- What is a Database?Concept of Database
- What is a Table?The concept of a table as it pertains to databases
- QuickBooks versus Method tablesDifference between QuickBooks and Method tables
- Fields and RecordsConcept of Fields and Records
- Field TypesDifferent types of Field Types available in Method
- What are Custom Fields?The concept of custom fields.
- Creating and Viewing a Table and its FieldsHow to create and view a table and its fields.
- The Entity TableWhat is the difference between the entity table and the customer, vendor, and contacts table?
- A List of All Tables in MethodA reference guide to Method tables for both QuickBooks Desktop and QuickBooks Online accounts.
- Create a Custom AppHow to create a custom app in Method.
- Managing your AppManage the configuration settings of an app
- App Settings - GeneralGeneral settings when managing an app
- App Settings - ScreensIntroduction to Screens in Method
- App Settings - SnapshotsLinks that appear on the lower portion of each App tile and in the menu
- App Settings - Record SummarySet the default for how records are displayed in app ribbons
- App Settings - App RibbonsHow Method Apps share related information
- Set Up an App RibbonHow to show your custom records in another screen's app ribbons.
- App Settings - Permissions and RightsSetting up who can access your custom app.
- App Settings - DeleteHow to delete custom Apps created in Method
- Intro: Design ModeHelp Customize every screen in every app
- Design Mode: LayoutDesign Mode in detail
- Properties: Insert ControlDifferent types of controls available on the screen.
- Properties: Edit ControlConfigure and manage a selected control.
- Properties: Screen propertiesDifferent options available on Screen Properties
- Styling BasicsGetting started with styling sections and controls via Method customization.
- Early Release: Multi-Select DropdownThe TeamMultiSelect dropdown is a new field within the Activity table that allows for multiple options to be selected in a dropdown.
- Controls: OverviewElements you can drag onto the screen to provide functionality
- SectionsHow to create Sections during Customization.
- Address Lookup ComponentCapture address information by looking up a database of real-world locations.
- Button ObjectDifferent types of settings, styles, and actions that can be used on buttons.
- Attachments ObjectHow to use Attachments in Method
- Button Menu ObjectReduce the number of buttons on the screen with the button menu.
- Calendar ObjectHow to Customize Calendar Objects
- Chart ObjectHow to use the Chart Object to display reports in Method
- Checkbox ObjectVarious Settings and actions associated with the Checkbox object.
- DateTime PickerHow to use DateTime Picker and let users choose date and time information on the screens.
- Dropdown ObjectHow to configure the dropdown object in Method
- Editable Grid ObjectHow to configure and use the editable grid object
- Editable Grid Object - Field ColumnA Field column in the editable grid object allows you to show the data from a particular field.
- Gallery ObjectHow to customize the gallery object.
- Grid ObjectConcept, settings and properties of the grid object
- HTML Editor ObjectCustomizing the HTML Editor object in Method
- Icon ObjectIcons you can display on Method Screens.
- Map WidgetDisplay locations specified by Map Route option in the Mapping Functions action.
- Payment Widget Object [Deprecated][DEPRECATED] Information and restrictions for customizing the payment widget.
- Picture ObjectInsert a Picture on the Screen
- Radio Button ObjectHow to use Radio buttons in Method
- Recurrence WidgetHow to customize the recurrence widget to give users recurring activities.
- Signature ComponentGive users the ability to use e-sign as a way to capture an approval for a record .
- Sync WidgetDisplays the sync status of a record which syncs to your accounting software.
- Text ObjectHow to use Text object on Screens during Customization
- Text Input ObjectHow to use Text Input Objects on the Screen
- Toggle ObjectHow to use the Toggle object on the screen
- Editable Grids V1How to configure and use the editable grid object
- List of ActionsAll the actions available for you when customizing Method.
- Add Attachment to Record ID ActionAn action to attach a file attachment to an existing Record ID.
- Assign Value to Action Result ActionUsing the action "Assign value to action result".
- Assign Value to Shared Result ActionHow to assign values to shared results via customization in Method.
- Calculate Currency Conversion ActionFor QuickBooks Online accounts enabled with multi-currency.
- Call Routine ActionThis action allows you to reuse the actions of another control
- Call Web Service ActionShare data over the internet with another machine.
- Character Function ActionThis action contains multiple functions to manipulate and parse text.
- Check Permission ActionAn action to check a user's permissions and rights for a given app.
- Clear Screen for New Entry ActionAn action to clear a screen filled with fields.
- Conditional Statement ActionAn action to branch between two conditions (If / else statement)
- Create Short Method URL ActionAn action to create a short URL to easily share.
- Credit Card Processing Action [Deprecated][DEPRECATED] An action to process credit card information with your payment gateway.
- Date Functions ActionThis action contains multiple functions to manipulate and parse date and time.
- Delete Records from Table ActionAn action to delete one or more records from a table.
- Enable/Disable Controls ActionAn action to enable, disable, or toggle a control on screen.
- Expand/Collapse Section ActionAn action to expand, collapse, or toggle a section.
- Generate Report ActionThis action allows you to use a report created in the report designer.
- Go to Screen ActionAn action to redirect the user to a Method screen.
- Go to Web Page ActionAn action to redirect the user to an external web page.
- Insert Records Into Table ActionAn action to insert a record or duplicate a record.
- Loop Through Attachments ActionHow to loop through attachments via customization.
- Loop Through Grid ActionAn action to loop through specific records displayed on a grid and apply actions to them.
- Loop Through List ActionAn action to loop through tags or a comma delimited text list.
- Loop Through Table ActionAn action to go through specific records in a table and apply actions to them.
- Mapping Functions ActionHow to use the Mapping Functions action.
- Math Function ActionAn action to do math on numerical values.
- Merge Entities/Contacts ActionAn action to merge customers leads and contacts.
- Prepare for Accounting ActionAn action to calculate the amount in transactions.
- Process Payment ActionAn action to process a payment
- Process Payment Action — ChargeSelecting Charge for the Process Payment Action
- Process Payment Action — Pre-AuthorizationSelecting Pre-Authorization for the Process Payment Action
- Process Payment Action — App RoutineHow app routines work when called from the Process Payment action
- Process Payment Action — Refund & VoidSelecting Refund or Void for the Process Payment action
- Refresh Control ActionAn action to refresh a grid, chart, or calendar.
- Retrieve Exchange Rate ActionHow to retrieve exchange rates for QuickBooks Online accounts enabled with multi-currency.
- Retrieve Value from Email Gadget ActionAn action to retrieve values from email gadgets.
- Retrieve Values from Table ActionAn action to pull values from a record in a table.
- Save All ActionThis action is used to save the fields on screen to a table
- Send Email ActionUsing the Send Email Action
- Send Mobile Push ActionAn action to show a notification, only for Method's mobile app.
- Send SMS ActionSends a SMS to the specified recipient's phone number.
- Show Message ActionAn action to show a pop-up message to the user.
- Set Active Record ID for Screen ActionThis action will set a value to the Screen Active Record ID
- Set Focus to Control ActionThis action will give focus to a control
- Set View Filter ActionThis action will change the view filter of a grid
- Show/Hide Controls ActionThis action allows you to make controls visible or invisible on the screen
- Show Right Panel ActionThis action displays the right panel to invite users and manage tags
- Stop Processing More ActionsThis action halts any further actions in the action list
- Show Toast NotificationShow a notification in the upper right.
- Update Controls on Screen ActionThis action allows you to edit the value of a control
- Update Editable Grid Read Only Property ActionAn action to update read only properties for editable grids.
- Update Editable Grid Select Record Property ActionAn action to update select record properties for editable grids.
- Update Fields in Table ActionThis action allows you to modify an existing record in a table
- Validate Controls on Screen ActionHow to validate controls on screen in Method.
- Open Screen as a Pop-up ActionOpen a modal with an embedded Method screen.
- Close Pop-up ActionAn action to close the currently open pop-up and return to the parent screen.
- Glossary of Common TermsSome common terms used in Method environment
- The Criteria BuilderThe Criteria builder allows you to set up a question or a condition which will compare one value to another value.
- Field ValidationWhat is field validation and how does Method implement it?
- Grid Specific EventsEvents that can be triggered on the Grid
- Load StateWhen a Method user opens up a new screen, the controls on the screen can be set to an initial state
- List of EventsA list of events which trigger actions to run
- Screen Active Record IDWhat it is, and why it's important.
- Values From SessionRetrieving the Value from the session, where a session represents the active use of screens.
- Multi-entity Customization BasicsHow to customize multi-entity environments.
- Estimate Table - Common FieldsCommon fields found in the Estimate table.
- Invoice Table - Common FieldsCommon fields found in the Invoice table.
- SalesReceipt Table - Common FieldsCommon fields found in the SalesReceipt table.
- Donations Screen - Common FieldsCommon fields found for the Donations screen in the Donor pack.