Actions
51 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 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 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 — 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
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 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.