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Customization Concepts
Customization Concepts
Welcome to Customization!
101 articles in this collection
Written by
Errol Elumir
and
Inder Dhaliwal
Welcome to Method Customization!
And overview on how to learn Method's customization
Written by
Inder Dhaliwal
Updated over a week ago
Databases, Tables, and Fields
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
App Management
Managing your App
Manage your settings on the 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 - 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
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
Format how records are displayed in app ribbons
Written by
Inder Dhaliwal
Updated over a week ago
App Ribbons Configuration
How Method Apps "talk" to one another
Written by
Inder Dhaliwal
Updated over a week ago
Deleting apps
How to delete Apps from Method
Written by
Inder Dhaliwal
Updated over a week ago
Design Mode
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
List of Controls
Controls: Overview
Anything that you can drag on the screen and helps you customize
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
App Ribbons Object
How Method Apps "talk" to one another
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 Object
Different types of settings, styles, and actions that can be used on buttons.
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
Written by
Inder Dhaliwal
Updated over a week ago
Grid Object
Concept, Settings and Properties of Grid in Method
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
Payment Widget Object
Information and restrictions for customizing the payment widget.
Written by
Errol Elumir
Updated over a week ago
Picture Object
Insert a Picture on the Screen
Written by
Inder Dhaliwal
Updated over a week ago
Portal Navigation Object
How to add the Portal Navigation Object to Method Screens
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
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
Events and Actions
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
Actions
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
Using the action "Assign value to action result".
Written by
Inder Dhaliwal
Updated over a week ago
Assign Value to Shared Result
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 QBO 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
An action to process credit card information with your payment gateway.
Written by
Inder Dhaliwal
Updated over a week ago
Date Function
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
Written by
Inder Dhaliwal
Updated over a week ago
Expand/Collapse 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
Written by
Inder Dhaliwal
Updated over a week ago
Go to Web Page
Written by
Inder Dhaliwal
Updated over a week ago
Insert records into table
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
Math Function Action
An action to do math on numerical values.
Written by
Inder Dhaliwal
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
Refresh Control Action
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
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
Reference
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 impelement 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
App Routines [Beta]
Reusable Action Sets
Written by
Errol Elumir
Updated over a week ago