Method Community


Release Notes

December 2015 - Posts

  • Method Updates - Jan 4, 2016

    The following updates are now live for users of Method. 

    • MethodSupport user has been removed from subscription screens. (PL-3336)

    • Clear Screen for New Entry action now also clears unbound fields. (PL-3334)

    • Fixed issues with links on QBD sync setup screen. (PL-3430,PL-3244)

    • Fonts on runtime screens are now a darker shade of grey. (PL-3191)

    • Addressed issue that may have allowed duplicate user names to be created. (PL-3350)

    • Adding actions to a controls Focus event no longer causes the control to lose focus. (PL-3342)

    • Fixed size of "Customize Installed App Screen" modal on Safari. (PL-3468)

    • Removed duplicate text from Preferences > QuickBooks screen. (PL-3345)

    • Fixed typo on Invite User screen. (PL-3338)


  • Method:Classic Updates - Dec 23, 2015

    The following updates are now live for users of Method:Classic. 

    Platform Updates

    • Fixed rounding issue on some transactions which may have caused some sync conflicts. (Ticket AS-1280)

    • Fixed potential issues with signing up for a new account. (Ticket AS-1588)

    • Fixed issue with Google Calendar appointments duplicate in some instances. (Ticket AS-1239)

    • Reminder emails now uses users emails settings if they exist. (Ticket AS-1557)

    • Fixed ability to clear Vendor type for Vendors. (Ticket AS-1226)

    • Changing the customer on a QBO transaction is now syncs. (Ticket AS-1603)

    • Main contact is now restored when an entity is refetched from QuickBooks. (Ticket AS-1512)

    • Added validation to prevent using a number in button event names. (Ticket AS-1347)

    • Fixed issue with creating and managing webforms in IE and Edge. (Ticket AS-700)



  • Method Updates - Dec 22, 2015

    The following updates are now live for users of Method

    • Buttons now get disabled and greyed out when clicked until actions finish processing. (PL-2672)

    • Various Manage Apps style fixes for cross browser and cross device support. (PL-3326)
    • When installing a new pack user has access set to all apps in pack. (PL-3183)

    • Fixed issue with "Related" app ribbon not working. (PL-3225)

    • Fixed issue with having a Go To Screen and Save All action in same action set. (PL-3218)

    • Screens can no longer be re-directed to themselves. (PL-3180)

    • Updated size of confirmation messages. (PL-3155)

    • URL generated by sharing a public page is now immediately accessible (PL-3022)

    • Fixed issue with additional border showing on grids with image fields (PL-2951)

    • Grid settings window on runtime screen is now scrollable. (PL-2917)

    • Fixed issue with Delete message not showing up on mobile devices in some instances. (PL-3015)



  • Method Updates - Dec 15, 2015

    The following updates are now live for users of Method. 

    Subscription Area

    • Granted account admins of expired trials the ability to modify subscription details prior to subscribing (PL-3317)

    • Updated app descriptions (PL-2365)


    • Ensured that deleted custom apps no longer display on the dashboard (PL-3138)

    Manage Apps

    • Apps failed to publish due to looping actions (PL-3233)

    • Spelling updates (PL-3078)

    Guest Pages

    • Load time improvements (PL-2916)

    • Updates to Guest Page sign-in user experience (PL-3210, PL-3306)


    • Dropdowns no longer load references to deleted records, which in the past caused issues with saving (PL-3309)

    • Designer now displays horizontal scroll bar in cases where columns extended past visible area (PL-3259)

    • Updated search results on object properties to eliminate duplicate table names (PL-2930)

    • Updated prompt when a user clicks ‘close’ in the designer with unsaved changes (PL-2278)

    Designer -> Action Editor

    • Fixed issue in Retrieve Value from Table action causing incorrect results when using embedded OR statements (PL-3258)

    • Send Email Aaction failed to initialize when apostrophes were used in the From Name, Subject, and Body (PL-1826)

    • Send Email action did not allow users to expand Advanced Settings area (PL-3246)

    • Call to Web Service action did not display parameters correctly after saving (PL-3234)

    • Updated various icon styles within Action Editor (PL-3208, PL-3204, PL-3220)

    • Updated actions to parse single quotes correctly (PL-2429)

    • Updated the Date Difference function to properly calculate date & time differences inclusive of the date provided (PL-2628).

    • Updated the Date Format function to properly format dates using the ‘-o’ format (PL-2626)

    • Grid captions are now hidden when a grid control is hidden via actions (PL-2604)

    • File Uploader style updated to include a menu icon (PL-3169)

    Payment Gateways

    • Removed the ability to add classic PayPal credit card gateways in the new version (PL-3197)



  • Method:Classic Updates - Dec 14, 2015

    The following updates are now live for users of Method:Classic. 

    Platform Updates

    • Fixed issue with some Gmail Gadget links displaying an error page. (Ticket AS-1333)

    • Button states now reset after actions are finished running when using Internet Explorer. (Ticket AS-702)

    • Fixed issue where some report screens where getting errors when using Internet Explorer. (Ticket AS-1008)

    • Fixed issue where filtered drop downs would not allow users to page to see additonal values. (Ticket AS-1123)

    QuickBooks Online Sync

    • Corrected issue with Time Tracking where break time was not applied. (Ticket AS-1469)

    • Corrected issue with syncing line item tax codes which caused QBO sync to abort. (Ticket AS-1481)

    • Improved the Disconnect / Reconnect with QuickBooks for QBO. (Ticket AS-1578)

    Import / Export

    • Updated API for Import / Export tool (Ticket AS-1571)



  • Method Updates - Dec 3, 2015

    The following updates are now live for users of Method. 

    You may have noticed a fresh new design upon logging into Method.  In addition to the new design, here is a detailed list of functional changes -

    Left Navigation Menu

    • Removed: Manage Apps

      • Now available via app dashboard tiles (See Dashboard debrief)

    • Removed: Install Apps

      • Marketplace now available via

        • Dashboard ghost tile called ‘Get more apps’

        • Subscription page

    • Removed: Recently Opened

      • Currently have ‘Unsaved Work’ (See Top Menu debrief)


    • Changed: Dashboard tiles

      • Only 2 snapshots are displayed (First snapshot created is displayed on the right.  Second snapshot created is displayed on the left.  The ability to define snapshot location has not been implemented yet).

      • Remaining snapshots are placed in card context menu (3 dots in the upper right).

      • App descriptions are now displayed in cards

      • Tiles are setup to display in a 4 card, 2 card, 1 card column format depending on area available

    • Added: ‘Get more apps’ ghost tile

      • Displayed at the very bottom of the dashboard to allow users to get more / create new custom apps

    Top Menu

    • Changed: Screen name is no longer displayed in this top frame.  

      • The screen name is populated in the browser tab.  

    • Added: Unsaved Work

      • Allows user to jump back to a record which they have made changes to but have not yet saved to the database.

      • Supports multiple records for the same screen (e.g. you can have multiple ‘unsaved’ contact records in this list)

      • The title displayed in the unsaved work drop down is simply the related screen name. This is to be improved in future iterations in order to provide more clarity on the record being edited.

    • Added: Account Name & Username in top portion of the right hand menu

    Preferences Area

    • Added: Display Account Name & Username in top left of preferences page

    • Added: If a user does not have access to a preference section, it will be greyed out and an info icon is displayed to let the user know why they do not have permission.

    Profile Section

    • Added: Google & Intuit icons for connected accounts

    • Added: Display of password requirements when changing a password

      • This appears inline, only when the password does not meet the specified requirements.  Validation occurs on Lose Focus of the new password field

      • (e.g. must be at least 8 characters, 1 uppercase character, etc)

    Tables / Fields Section

    • Added: View selector for All Tables / QuickBooks Tables / Method Tables

    • Added: Dropdown field types now display the table & field name that they reference.  

      • Table names are clickable, allowing the user to drill down into the related table.

    • Added: Linked field types are grouped/indented beneath the field they are linked via.

      • They also display the table & field name that they reference.

    • Added: Text fields display the field length next to the field type

    • Change: Only editable fields will contain a chevron

    • Added: Inline icons to denote Required (checkbox), Unique (star), and Linked (chain link) fields.

    Manage Apps

    • Changed: The ‘Manage’ entry is always visible from the app card context menu.  If a user does not have access to manage apps, the entry will appear disabled with an info icon to let the user know why they do not have permission

    • Changed: App Publishing section is only visible if the account is identified as an ‘App Developer’

    • Changed: All sections are visible to users.  If you do not have access to a view a particular section in Manage Apps, the section will appear disabled and an info icon is displayed to let the user know why they do not have permission.

    • Changed: Placed Snapshots, App Ribbons & Record Summary into their own sections

    Manage Apps -> General

    • Changed: ‘Screen for viewing records’ is no longer required

    Manage Apps -> Screens

    • Added: Ghost tile for ‘Create New Screen’

    • Added: Star icon denotes starting screen

    • Changed: ‘Customize’ shows as primary snapshot

      • Additional snapshots are moved to the card context menu (Copy, Versions, Redirect, Security, Delete)

    • Changed: Screen redirects now displayed more clearly within card body

    Manage Apps ->Screens->Copy Screen

    • Added: For custom screens, an intermediate step will prompt user to ask whether they want to create a new version or create a completely new screen.

    Manage Apps ->Screens->Versions

    • Changed: ‘Set Status’ shows as primary snapshot

      • Additional snapshots are moved to the card context menu

    Manage Apps ->Screens->Redirect

    • Changed: We can only redirect to a screen using the same base table

    Manage Apps ->Screens->Security

    • Changed: Updated wording to be more user friendly

    Subscription Area

    • No functional changes - only style updates

    Marketplace Area

    • No functional changes - only style updates


    • Changed: When navigating to a page that does not exist in Method (e.g. a deleted screen), you will be brought to a Method branded 404 page.

      • In Production today, you will receive a popup to notify you the page does not exist  

    • Changed: App notifications now display in the top right corner instead of bottom left.

      • New notifications are suppose to stack on top.  They currently place new notifications on the bottom - there is a story to correct this.

    • Added: 3 types of notifications

      • Success (Green)

        • Display for 5 seconds and will dismiss automatically  

        • e.g. Successfully saving user permissions

      • Error / Fail (Red)

        • Display until manually dismissed by user

        • e.g. Error while saving user permissions

      • Information (Grey Blue)

        • Display for 5 seconds and will dismiss automatically

        • e.g. Passive background tasks such as app updates


    • Changed: Screen name is displayed in top bar of designer

    • Added: Prompt user to save changes when navigating away from designer

      • Designer is closed when a user navigates away.  The prompt is to ensure the user saves any unsaved changes

    • Added: Character Function Improvements

      • Left - ability to find characters based on text values

      • Right - ability find character based on text values

      • Middle - Set starting point & number of characters you want returned.  Can retrieve based on text value inputs

      • FInd position in text - Find the location of a text value

      • Find in JSON - return JSON value based on a key


    • Changed: New QBD sync setup page

    • Removed: QBO / QBD interview questions


    • Changed: Toggles no longer show text within toggle itself


    • Changed: Screen Events

      • Load events fires every time

      • Before

        • Default values and actives record values loaded.

        • Load event fired

        • Active Record Changed event fired

        • Focus event fired

      • Now

        • Default values loaded (control defaults, ie current user, today etc)

        • Load event fired (No access to Active Record)

        • Active Record loaded

        • Active Record Changed event fired

        • Unsaved changes loaded (if any)

        • Focus event fired

    • Changed: Go To Screen with Force screen refresh after navigation checked clears the screen state of the screen you are going to. (Resets screen back to a “Fresh” version.

    • Changed: Grids, charts and calendar will  always refresh on a screen taking focus.

  • Method:Classic Updates - Dec 2, 2015

    The following updates are now live for users of Method:Classic. 


    • Webforms issue which prevented some users from successfully submitting webform data (Ticket AS-1421)



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