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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How can I replace or c...
Microsoft Dynamics GP (Archived)

How can I replace or customize the Dynamics GP online help?

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Posted on by Community Member Microsoft Employee

I asked a similar question back in March and thought I had the answer, but I didn't.

I'm a technical writer working for a company that is implementing Dynamics GP.  At first we thought that we might want to just add some additional information to augment the GP online help, but now we think that we want to replace it with our own procedure-based help that will in turn refer to specific topics in the GP help.

For example, on Fixed Assets, maybe we want the bookkeepers to enter only the first screenful of information and then someone else will pick up the rest. If the bookkeeper clicks the help icon, we want a screen to come up that describes our internal process ("Fill in the first screen. Blah blah blah. When finished with your entries for the day, email x@ab.com.") and then a link to the GP help topic at the bottom of the screen.

How can we do that? We have an implementation partner, of course, but this is something we will want to manage ourselves since processes will change over time.

I have RoboHelp and understand how to create topics and so on. I also understand the normal process for a developer to "hook" into the help files using a map file.

Is the map file for GreatPlains.chm available?

M

P.S. If you're interested, the original thread is at
https://community.dynamics.com/product/gp/f/32/p/52360/94407.aspx#94407

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: How can I replace or customize the Dynamics GP online help?

    Hi,

    You can try adding the event handler for the Window Help Button click event.  You can do it using the VS Tool for GP or vba.

    Example: In code below, I am adding event handler for the help icon click for Sales transaction entry

     

     

    Dynamics.Forms.RmSalesEntry.RmSalesEntry.WindowHelp.ClickBeforeOriginal += new System.ComponentModel.CancelEventHandler(WindowHelp_ClickBeforeOriginal);

     

    Event handler

     

    void WindowHelp_ClickBeforeOriginal(object sender, System.ComponentModel.CancelEventArgs e)

            {

                // Your code to open help here

               

               

                // Cancel GP help window

                e.Cancel = true;

            }

     

     

     You can write similar code for in vba as well. You can add window in visual basic editor, add help icon in visual basic using the Add Field To Visual Basic… menu option.

    In visual basic you can write code something like

     

     

    Private Sub WindowHelp_BeforeUserChanged(KeepFocus As Boolean, CancelLogic As Boolean)

     

    'Your code to open custom help here

     

     

    'Cancel GP help window

    CancelLogic = True

     

     

    End Sub

     

    This code will work for the help icon displayed at bottom of the GP windows. You can use either of two technologies whichever you feel comfortable with. You can get these methods implemented from your implementation partner and keep the code for custom help such that if you make any changes in help documentation they are automatically displayed. Such as keeping help files in shared location.  Let me know if you have any questions.

     

    Rubal,

    http://dynamicsgphelp.com/

     

     

     

     

     

     

     

     

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: How can I replace or customize the Dynamics GP online help?

    Dan, I looked into the notes. The problem is that anyone can edit those notes. We'd like to lock down the help.

    I just posted another question here about using Modifier to create a graphic-only button and then setting the UseUniqueHelp field property to true. The problem is that I don't have access to Modifier, so I don't know how I, the writer, would get the context ID. Would the person adding the button have to write it down for me for each screen, or is there an external map file I could use?

    community.dynamics.com/.../60294.aspx

    I'm trying to find out as much as I can before I go to the developers because they're very busy right now.

  • Dan Liebl Profile Picture
    Dan Liebl 7,320 on at
    Re: How can I replace or customize the Dynamics GP online help?

    There are the windows level notes to add test or links to documents (OLE).  These could be used for procedures.    Not exactly a help menu, but it is window specific and the icon is right next to the help icon.

    Dan Liebl, CMA CPIM | Senior Consultant | OTT,Inc | DLiebl@OTT-inc.com

  • veeyeskay Profile Picture
    veeyeskay on at
    Re: How can I replace or customize the Dynamics GP online help?

    Hello M

    Unfortunately you cannot modify the GP help. Let us know if you need further assistance.

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