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Hi all. I have recently been asked by my company to tackle some projects that involve customizing MS GP. I'm new to the application, but I have a background in programming several languages (mostly non-MS), so I know the theory behind what I'm supposed to do etc. We currently have an MSGP developer offsite, under contract, but this is the kind of thing that we don't want to have to pay him to do, and besides, he's got a ton of other things he's already working on.
Here's the scenerio...cust serv emps will go to the (previously modified) Item card then to (previously modified) Item Maintenance-Options. On that page there's a field to associate a manufacturer, to the item being entered. Up until now, it's been a free text field, which as you can imagine has led numerous spellings of a single manufactuer (H.P. = HP = H, P, = Hewlitt-Packard etc). And that has led to a nightmare in terms of reportng, not to mention data integrty.
My solution is to grey that field out, forcing the user to look up the name of the manufacturer and populate the MFG field based on their choice from the provided list. However, there are a few people that are going to need to have the ability to enter new MFGs as needed. My boss said I should make duplicate copies of the same form. One with the MFG as a free text field, and security role that to the appropriate people, and the other with it grey-ed out, for use by the general staff.
I have been unable to find anything that tells me how I can save a copy of an already modified form, under a different name.
Can anyone help with how to do this, or possibly another option I can persue???
Thanks,
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Hi,
You can actually achieve this without duplicating the forms. Have the same modified form, write either VBA or Dexterity triggers on OPEN event of that form, to disable or enable depending on the Users and/or their roles.
You cannot basically have two modifications of the same form using a Modifier. You would require Dexterity to perform this. Having said that, you don't have to have a Modified Form at all, if you decide to use Dexterity.
A quick and cheap solution might be to have two forms dictionaries. One with the old modified form for use by those that need to enter data (Managers)...and the other containing the new modified form for users who you want to force to select an existing manufacturer (Cust Serv Emps).
Each user can use a local dynamics.set file. So, each set file can point to the required forms dictionary.
The problem here is that if a Cust Serv Emp logs in using a managers PC, they will be able to add data. Also if a manager logs in using a cust serv emp's PC, they will not be able to create manufacturers.
Other options might be to use the Extender product. You could create a window where manufacturers are set for the item which is available to all employees...and you could create a custom window that opens from the item card that allows you to enter manufacturers - available only to manufacturers.
Other than that you're looking at doing a dexterity customisation. It would be straighforward enough to do, and might be a good project to get you started?
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