1. Follow the steps to Edit an Existing Screen or Add a New Screen (See Method Customization User Guide).

2. Click Add Objects from the Toolbox.

3. Click and drag the Button object to the desired cell in the design screen.

4. Release the mouse button.

5. To finish, select the appropriate option below:

A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.

B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.

C. If you wish to close the design screen and not publish the changes, click Save & Close, then select Cancel.

1. Follow the steps to Edit an Existing Screen or Add a New Screen 

2. Add a Button or go to an existing button in the design screen.

3. Click Edit in the upper-right corner of the button you wish to edit.

4. The Button Properties Wizard appears. The wizard is divided into 3 steps that follow:

 Step 1 of 3: Button Properties

1. Enter Caption.

2. Click Formatting (Click to show) for Formatting features (Optional) or Advanced Options (click to show) for Advanced features; otherwise click Next and proceed to Step 2 of 3: Button Actions.

If you opted to show Formatting features, you can:

1. Select Caption forecolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.

2. Select Caption backcolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.

3. Check the Use default font size box to use the pre-assigned font size selected for your Method account; uncheck the Use default font size box and manually enter a font size in the corresponding field.

4. Check the Underlined box for the caption to be underlined.

5. Check the Italic box for the caption to appear in italics.

6. Check the Bold box for the caption to appear in bold.

7. Select the Alignment

The Choices are:

A. Left

B. Center

C. Right

If you opted to show Advanced Options (Click to show)

1. Check the Hidden box if you wish for the object (Click to show)t to be hidden from the screen.

2. Check the Show button as a link box to have the button appear as a link on the screen

3. Click Next 

Step 2 of 3: Button Actions

1. Select either Add Action or Copy Action by checking the desired radio box.

2. Select Event from the dropdown list, by default the only option is Click, or new events can be created by clicking on ‘…’.

3. Select Action from the dropdown list.

4. Click Add Action (See Method Actions Reference Guide for assistance).

Step 3 of 3: Button Roles

1. Select the Roles that will be allowed permission to perform certain operations.

The choices are:

A. Accountant

B. Administrator

C. Customizer

D. Director

E. Guest

F. Manager

G. Staff 

2. Click Finish.

 

 5. To finish select the appropriate option below:

A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.

B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.

C. If you wish to close the design screen and not publish the changes, click Save & Close, then select Cancel.

 

1. Follow the steps to Edit an Existing Screen.

2. Find the Button you wish to delete in the design screen.

3. Click the ‘X’ in the upper-right corner of the Button you wish to delete.

4. Click OK when prompted to confirm.

5. To finish select the appropriate option below:

A. If you are ready to activate your changes to the screen but wish to keep the design screen open, click Publish.

B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.

C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.

1. Follow the steps to Edit an Existing Screen or Add a New Screen.

2. Add a Button or go to an existing button in the design screen.

3. Click the ‘’ icon in the upper-right corner of the Button to resize. With each click, the Button will grow to occupy the cell to the right. Once the Button has occupied all cells in its row, the next click will decrease the  button’s size to only the cell it was originally placed in.

4. To finish select the appropriate option below:

If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.

If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.

If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.