GP Power Tools Form Control is a “No Code/Low Code” customization tool for Microsoft Dynamics GP. It can be used to solve many requirements without any coding.

Here is a real-life example showing how you can quickly use Form Control to set default values on a window when it opens.

In Microsoft Dynamics GP, the two Payables Inquiry windows: Payables Transaction Inquiry – Vendor and Payables Transaction Inquiry – Document both open with the transactions filtered by Document Number and sorted by Document Number (Ascending).

A common business requirement is to have these windows open with the filtering set to Document Date and the sorting set to Document Date (Descending).

This requirement can be created with the Form Control module in a few minutes.

This is a “no code” version of the previous example using Developer Tools Triggers with handler scripts:

• #GPPT Setting Default Sorts for Inquiry Windows

Setting Default Values

The FORM CONTROL PM INQUIRY Form Control ID is limited by the Base Settings Resource Filters to forms beginning with PM_Transaction_Inquiry, which will include both the PM_Transaction_Inquiry and PM_Transaction_Inquiry_Document forms.

The Default Field Value rule is limited to exactly the three fields we are changing in sequence: Select By, PM Sort By and Sort Order, representing the ‘(L) Select By’, ‘PM Sort By’ and ‘Sort Order’ fields respectively. Note: In Form Control, you do not need to specify that a field is local with ‘(L)’.

The Expression field contains the value you want to default the fields to. In our case the values for the three fields are (in order) 2, 5, and 2. These are the numerical positions of the desired selections in the drop down lists.

Downloading and Installing

Download the example settings, import using the Project Setup window (without any project showing, select the path to the xml file and click Import):

• GP Power Tools Settings Form Control Pm Inquiry.dbg.zip

The Form Controls will be active immediately when the affected windows are next opened.

More Information

For an introduction series for Form Control with step-by-step instructions see:

• #GPPT Form Control Introduction – Making Maintenance windows Read Only

For more information see:

• GP Power Tools Portal: http://winthropdc.com/GPPT
• GP Power Tools Samples: http://winthropdc.com/GPPT/Samples
• GP Power Tools Videos: http://winthropdc.com/GPPT/Videos

Hope you find this example useful.

David

This article was originally posted on http://www.winthropdc.com/blog.