List of Actions

A description of every action and how to use them
  1. Actions: Overview

    The following section contains a breakdown of every action available in Method’s Design Mode. If you remember , an...

  2. Add Attachment to Record ID

    File attachments are associated with a record. The Add Attachment to Record ID will add a file attachment to...

  3. Assign value to action result

    An action result  is a way to temporarily remember and recall a custom value. One way to give an...

  4. Assign value to shared result

    This action works much like Assign value to action result , only a Shared Result can be used anywhere...

  5. Calculate Currency Conversion

    For QBO Accounts enabled with multi-currency

  6. Call another action set

    The Call Another Action Set action is used to run the actions of another control.  This is commonly used...

  7. Call Web Service

    Retrieve and send data via a web service

  8. Character function

    The Character functions action provides a way to manipulate and parse text. In each function, there are parameters to...

  9. Check permission

    The Check Permission action is used to check the permissions and rights of a given app. Select an App: the app...

  10. Clear screen for new entry

    The Clear Screen for New Entry action is used to clear all the fields on a screen.  This action...

  11. Conditional statement

    The Conditional Statement action will branch between two action sets based on the result of a condition.  Conditional statements...

  12. Create short Method URL

    The Create Short Method URL action will create a short, unique link to a specific Method screen within your account....

  13. Credit card processing

    The Credit Card Processing action will interact with your payment gateway(s) to charge an amount to an electronic check...

  14. Date function

    The Date functions action allows you to do "date math" - for example, determining how many days separate two...

  15. Delete records from table

    The Delete Records from Table action allows you to delete one or more records from a specified table. Deleting records...

  16. Enable/disable controls

    The Enable/Disable Controls will allow you to set the state of a control between being enabled for user input,...

  17. Expand/Collapse Section

    The Expand/Collapse Section action will allow you to set the state of a section between being expanded or collapsed....

  18. Generate report

    The Generate Report action will fill a pre-created report with values pulled from your Method tables. Although there are...

  19. Go to screen

    The Go To Screen action redirects a user to any screen in any app in Method, provided the user...

  20. Go to Web Page

    The Go To Web Page action will take the user to an external link.  Navigate to this Web Page -...

  21. Insert records into table

    The Insert Records into Table action will insert one record into a specified table. This action is for adding...

  22. Loop Through Attachments

    The Loop through Attachments action allows you to pull information about file attachments attached to a record. The loop...

  23. Loop through grid

    The Loop through Grid action is used to apply a number of actions to a set number of records...

  24. Loop through table

    The Loop through Table action is used to apply actions for a set number of records from a table....

  25. Math function

    The Math functions action allows you to do math on values. Although you cannot group different operations together, you...

  26. Prepare for accounting

    The Prepare For Accounting action is a unique action used for transactions. When line items are added to any...

  27. Refresh Control

    The Refresh Control action will allow you to refresh the following types of control which are on the screen:...

  28. Retrieve Exchange Rate

    For QBO Accounts enabled with multi-currency

  29. Retrieve Value from Email Gadget

    Retrieving values from the email gadget

  30. Retrieve values from table

    The Retrieve Values from Table action will pull values from one record in a specified table. Note, if a...

  31. Save all

    The Save All action will save the fields on the screen to a record within the base table of...

  32. Send email

    The Send Email action allows you to send an emails from your Method screen without having to open up...

  33. Set active record ID for screen

    The Set Active Record ID for Screen action will give a value to the Screen Active Record ID.  Every...

  34. Set focus to control

    The Set Focus to Control action will give focus to any control on the screen. Focus is when a...

  35. Set view filter

    The Set View Filter will set a control, usually a grid object, to a pre-defined view filter.  A view...

  36. Show message

    The Show Message action will display a message in a pop-up window.  This action is used often to convey...

  37. Show Right Panel

    The Show Right Panel action provides users an option to display the right panel within Method allowing easy access...

  38. Show/hide controls

    The Show/Hide Controls action will allow you to set the state of a control between being visible or invisible....

  39. Stop processing more actions

    The Stop processing more actions action stops the action sequence. Any action after this action will not run.  Although...

  40. Update controls on screen

    The Update Controls on Screen action allows you to change the value of a control.  This can also be...

  41. Update fields in table

    The Update fields into Table action will change one or more records in a specified table. This action is for...

  42. Validate Controls on Screen

    Validates controls on screen to ensure validation rules (if any) have passed

  43. Update Editable Grid Read Only Property

    The Update Editable Grid Read Only Property will allow you to enable and disable editing of an editable grid....

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