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Accessing Custom Screens

Last post 03-03-2015 9:34 AM by Method_Justin. 3 replies.
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  • 03-02-2015 10:05 AM

    Accessing Custom Screens

    I created a new Opportunity screen (modified from the standard screen). Everytime I access this screen I am taken to the screen designer (where I can add fields, etc), not the actual screen itself.  How do I actually access and view a screen I have created?

    By the way, I did click the "Preview" button, but that doesn't give me a complete preview of some of the changes I made - it says *Note: No actions are available in preview mode.

    Please help. thanks

  • 03-02-2015 2:44 PM In reply to

    Re: Accessing Custom Screens

    Answer

    Hi davewalter,

    This depends on whether you want to redirect a stock screen to your custom screen (in the case of modifying a stock screen), or navigate to a custom screen from any other screen.

    To redirect, go to Edit App for your app, find the stock screen you want to replace with your custom screen and click Redirect (you'll have to first click the > arrow on the tile). You can then select your custom screen, and it will be called in place of the stock screen.

    To navigate to your custom screen from any screen, you can add a button with a Go To Screen action that points to your custom screen.

    Hope this helps.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
  • 03-02-2015 4:09 PM In reply to

    Re: Accessing Custom Screens

    Thank you. So for a custom screen there is no way to just look at the screen without actually adding a button to some other screen? (in the current version of Method, it gives you an option to just simply Copy, Edit or View).

  • 03-03-2015 9:34 AM In reply to

    Re: Accessing Custom Screens

    Hi davewalter,

    That is correct. For the purposes of testing custom apps, I usually create a "launching screen" containing links to all my custom screens.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
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