{"id":12451,"date":"2019-12-19T15:12:08","date_gmt":"2019-12-19T20:12:08","guid":{"rendered":"https:\/\/www.method.me\/?p=12451"},"modified":"2025-12-06T15:24:05","modified_gmt":"2025-12-06T20:24:05","slug":"convert-screen-routines-to-app-routines","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/convert-screen-routines-to-app-routines\/","title":{"rendered":"[New!] Convert Screen Routines to App Routines"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">We know that our customers invest dozens of hours in designing and testing complex action sets on their Method screens. Until recently, these processes were confined to the individual screens on which they were created. Similar or even identical logic had to be rebuilt from scratch in multiple places throughout <a href=\"https:\/\/www.method.me\/\">Method<\/a>.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With the introduction of <a href=\"https:\/\/help.method.me\/en\/articles\/3107332-app-routines\/?trc=109&amp;trk=&amp;trs=\">App Routines<\/a> earlier this year, we addressed this issue by allowing users to create an action set that could be called from any screen within an app. That being said, upgrading to an App Routine still meant rebuilding nearly identical logic from scratch one last time.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To make this process even easier and increase access to the benefits that App Routines offer, <strong>we have now added the ability to convert existing screen routines to App Routines<\/strong>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: The newly copied action set will still need some editing because some actions\/configurations are not supported in App Routines (e.g. showing messages, references to objects on screen, etc.)<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-use-this-feature\"><strong>How to use this feature<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When creating your App Routine, you will see the <strong>Copy Actions icon<\/strong> at the top of <em>Action List<\/em>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"640\" height=\"254\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-2.png\" alt=\"Create app routine in Method CRM\" class=\"wp-image-12452 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-2.png 640w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-2-300x119.png 300w\" data-sizes=\"(max-width: 640px) 100vw, 640px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/254;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This is similar to how you normally copy actions from other controls. In order to copy an action set, you will need to specify:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">The <strong>screen<\/strong> that holds the action set<\/li>\n\n\n\n<li class=\"\">The <strong>control<\/strong> that holds the action set<\/li>\n\n\n\n<li class=\"\">The <strong>event<\/strong> that holds the action set<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"640\" height=\"256\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-1.png\" alt=\"Copy actions from another control in Method CRM\" class=\"wp-image-12456 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-1.png 640w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-1-300x120.png 300w\" data-sizes=\"(max-width: 640px) 100vw, 640px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/256;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once copied, any actions that cannot be used in an App Routine will be highlighted in red.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"640\" height=\"248\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-3.png\" alt=\"Create app routine in Method CRM\" class=\"wp-image-12460 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-3.png 640w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/12\/app-routines-3-300x116.png 300w\" data-sizes=\"(max-width: 640px) 100vw, 640px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/248;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And that&#8217;s it \u2014 you&#8217;re ready to start automating even more workflows in <a href=\"https:\/\/www.method.me\/\">Method<\/a>! For more information about App Routines, you can also check out our <a href=\"https:\/\/help.method.me\/en\/articles\/3107332-app-routines\/?trc=109&amp;trk=&amp;trs=https:\/\/help.method.me\/en\/articles\/3107332-app-routines\/?trc=109&amp;trk=&amp;trs=\">help center articles<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We&#8217;ve made it even easier to create App Routines in Method, so you can automate more of your workflows with less work. Get all the details here!<\/p>\n","protected":false},"author":24,"featured_media":12465,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[13],"tags":[],"class_list":["post-12451","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-method-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>[New!] Convert Screen Routines to App Routines &#8212; Method<\/title>\n<meta name=\"description\" content=\"We&#039;ve made it even easier to create App Routines in Method, so you can automate more of your workflows with less work. Get all the details here!\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[New!] Convert Screen Routines to App Routines &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"We&#039;ve made it even easier to create App Routines in Method, so you can automate more of your workflows with less work. 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