Actions
58 articles
- 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 CellAn action to enable, disable, or toggle an individual cell within an editable grid.
- 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.
- Close Pop-up ActionAn action to close the currently open pop-up and return to the parent screen.
- Open Screen as a Pop-up ActionOpen a modal with an embedded Method screen.