Common Scenarios

Common scenarios for customization
  1. Adding a Column to a Grid

    The main purpose of a grid is to display information from a table. Grids show a number of columns...

  2. Creating View Filters

    A view filter allows a Method user to limit what is shown in a grid based on given conditions....

  3. Copying a View Filter

    A view filter allows a Method user to limit what is shown in a grid based on given conditions....

  4. Creating Contacts from other Apps

    If a custom app offers the option for a new contact to be created, the Contacts app will not...

  5. Updating a Dropdown field with the Import Tool

    If you create a dropdown field for a table, and this dropdown field is filled with custom options you've...

  6. Adding another field to Advanced Search

    The main purpose of a grid is to display information from a table. Grids show a number of columns...

  7. Removing fields and sections

    Within Method's stock screens, a lot of information is displayed, and it is a common request to remove information...

  8. Creating a Screen to Manage a Custom Dropdown

    It is common to add a custom dropdown field to an existing table. If you wish to edit the...

  9. Enabling Export On Grid

    Enabling or disabling the export icon on a list screen

  10. Customizing Method to Integrate with Slack

    Using Call Web Service to have Method post to a Slack channel

  11. Adding a Column to the Line Items in a Transaction

    Alter the line items grid in invoices, estimates, sales orders, sales receipts, etc.

  12. Mass Update Records Through Batch Processing

    Update the same field on multiple records through customization.

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