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DavidM
4Penny.net
Points: 7750

2/13/2015 11:53:49 AM

Setting Security to a Modified Form in Dynamics GP

This is a pretty basic task, but it's useful to be able to send a link to someone that illustrates a task. BTW, are you using the 'Go Viral' functionality? It allows you to create a link to an article that you can send to anyone that you want, it allows non-members to see article content.

 

4Penny.net
Version: All
Section: Dynamics GP,VBA

When a Dynamics GP form is modified, you need to 'set security' to the modified form before users can see the form. Note that this is not the case for forms that have only VBA behind them, only the modified forms.

To set security to a form, go to the Administration home page. Click on Alternate/Modified Forms and Reports.

Normally, we'd set security to DEFAULT USER. That will generally affect all users. So, if the user does not have the modified form loaded on their PC they'll immediately get errors. So... load the mods on the clients first. 

Below, we create a special Modified Form ID called DEV, and in the screen shot below that we'll set the 'sa' user to look at DEV. That way only one user is affected. 

 

 

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