Method

How to customize Method to fit your needs.

Customization

And overview on how to learn Method's customization

Welcome to Method Customization!

A reference for Method's drag and drop customization platform

Customization Concepts

Helps you understand some basic concepts of Customization

Intro: Databases, Tables, and Fields

What is a Database?

The concept of a table as it pertains to databases

What is a Table?

Difference between QuickBooks and Method tables

QuickBooks versus Method tables

Fields and Records

Different types of Field Types available in Method

Field Types

What are Custom Fields?

Viewing a Table and its Fields

What is the difference between the entity table and the customer, vendor, and contacts table?

The Entity Table

Databases, Tables, and Fields

Manage the configuration settings of an app

Managing your App

App Settings - General

App Settings - Screens

Links that appear on the lower portion of each App tile and in the menu

App Settings - Snapshots

Set the default for how records are displayed in app ribbons

App Settings - Record Summary

How Method Apps share related information

App Settings - App Ribbons

How to show your custom records in another screen's app ribbons.

Set Up an App Ribbon

Setting up who can access your custom app.

App Settings - Permissions and Rights

How to delete custom Apps created in Method

App Settings - Delete

App Management

Screen management

Creating a screen

Information on what screen versions are and how they work.

Screen Versions

Screen Management

Intro: Design Mode

Design Mode: Layout

Different types of controls available on the screen.

Properties: Insert Control

Properties: Edit Control

Different options available on Screen Properties

Properties: Screen properties

Getting started with styling sections and controls via Method customization.

Styling Basics

Design Mode

Elements you can drag onto the screen to provide functionality

Controls: Overview

How to create Sections during Customization.

Sections

Capture address information by looking up a database of real-world locations.

Address Lookup Component

Different types of settings, styles, and actions that can be used on buttons.

Button Object

Attachments Object

Reduce the number of buttons on the screen with the button menu.

Button Menu Object

Calendar Object

How to use the Chart Object to display reports in Method

Chart Object

Various Settings and actions associated with the Checkbox object.

Checkbox Object

How to use DateTime Picker and choose date and time information on the screens

DateTime Picker

Dropdown

How to configure and use the editable grid object

Editable Grids

Gallery Object

Concept, settings and properties of the grid object

Grid Object

Customizing the HTML Editor object in Method

HTML Editor Object

Icon Object

Display locations specified by Map Route option in the Mapping Functions action.

Map Widget

[DEPRECATED] Information and restrictions for customizing the payment widget.

Payment Widget Object

Picture Object

Radio Button Object

How to customize the recurrence widget to give users recurring activities.

Recurrence Widget

Give users the ability to use e-sign as a way to capture an approval for a record .

Signature Component

How to use Text object on Screens during Customization

Text Object

How to use Text Input Objects on the Screen

Text Input Object

How to use the Toggle object on the screen

Toggle Object

List of Controls

What's an event and how does it relate to controls and actions?

What is an Event?

What is an Action and how to use it when customizing Method

What is an Action?

Events and Actions

All the actions available for you when customizing Method.

List of Actions

An action to attach a file attachment to any Record ID.

Add Attachment to Record ID Action

Using the action "Assign value to action result".

Assign Value to Action Result Action

How to assign values to shared results via customization in Method.

Assign Value to Shared Result Action

For QuickBooks Online accounts enabled with multi-currency.

Calculate Currency Conversion Action

This action allows you to reuse the actions of another control

Call Routine Action

This action allows you to share data over the internet with another machine.

Call Web Service Action

This action contains multiple functions to manipulate and parse text.

Character Function Action

An action to check a user's permissions and rights for a given app.

Check Permission Action

An action to clear a screen filled with fields.

Clear Screen for New Entry Action

An action to branch between two conditions (If / else statement)

Conditional Statement Action

An action to create a short URL to easily share.

Create Short Method URL Action

[DEPRECATED] An action to process credit card information with your payment gateway.

Credit Card Processing Action

This action contains multiple functions to manipulate and parse date and time.

Date Functions Action

An action to delete one or more records from a table.

Delete Records from Table Action

An action to enable, disable, or toggle a control on screen.

Enable/Disable Controls Action

An action to expand, collapse, or toggle a section.

Expand/Collapse Section Action

This action allows you to use a report created in the report designer.

Generate Report Action

An action to redirect the user to a Method screen.

Go to Screen Action

An action to redirect the user to an external web page.

Go to Web Page Action

An action to insert a record or duplicate a record.

Insert Records Into Table Action

How to loop through attachments via customization.

Loop Through Attachments Action

An action to loop through specific records displayed on a grid and apply actions to them.

Loop Through Grid Action

An action to go through specific records in a table and apply actions to them.

Loop Through Table Action

Mapping Functions Action

An action to do math on numerical values.

Math Function Action

An action to merge customers leads and contacts.

Merge Entities/Contacts Action

An action to merge customers, vendors, contacts, and even swap contacts type.

Merge Entities/Contacts Action - QuickBooks Desktop

Merge Entities/Contacts Action - QuickBooks Online

An action to calculate the amount in transactions.

Prepare for Accounting Action

Process Payment Action

Selecting Charge for the Process Payment Action

Process Payment Action — Charge

Selecting Pre-Authorization for the Process Payment Action

Process Payment Action — Pre-Authorization

Selecting Refund or Void for the Process Payment action

Process Payment Action — Refund & Void

An action to refresh a grid, chart, or calendar.

Refresh Control Action

How to retrieve exchange rates for QuickBooks Online accounts enabled with multi-currency.

Retrieve Exchange Rate Action

An action to retrieve values from email gadgets.

Retrieve Value from Email Gadget Action

An action to pull values from a record in a table.

Retrieve Values from Table Action

This action is used to save the fields on screen to a table

Save All Action

Send Email Action

Sends a SMS to the specified recipient's phone number.

Send SMS Action

An action to show a pop-up message to the user.

Show Message Action

This action will set a value to the Screen Active Record ID

Set Active Record ID for Screen Action

Set Focus to Control Action

This action will change the view filter of a grid

Set View Filter Action

This action allows you to make controls visible or invisible on the screen

Show/Hide Controls Action

This action displays the right panel to invite users and manage tags

Show Right Panel Action

This action halts any further actions in the action list

Stop Processing More Actions

This action allows you to edit the value of a control

Update Controls on Screen Action

An action to update read only properties for editable grids.

Update Editable Grid Read Only Property Action

This action allows you to modify an existing record in a table

Update Fields in Table Action

How to validate controls on screen in Method.

Customization Concepts

Common Customization Scenarios

Customization Missions