Today’s #TipTuesday is simple but for new users, it could be a very helpful one. This post is all about options to make “required” fields in Dynamics GP more visible to users, a feature that is easily overlooked in training.
In a post last summer, I covered some of the User Preferences window, but I didn’t go as far as covering what is under the Display button. This post covers that particular area of User Preferences.
First, go to the User Preferences window. By default, there is a shortcut to this window on your Home page shortcut bar (left hand side). If it’s been removed from there, it is also on the Microsoft Dynamics GP menu, near the bottom of the list of menu items.
Once there, click on Display.
The default user setup will display Required Fields in Black, Regular style, which means there is no differentiation between a Required field and an Optional one. There aren’t many choices in the Display window, colour can be Black or Red, and style can be Regular or Bold. I recommend that every user set their required fields to Red and Bold for optimum visibility.
What’s the difference?
As an example, here is what the Payables Transaction Entry window looks like, with the default display settings. Without visual differentiation, the user has no idea what fields must be completed to save a Payables transaction.
Here is what the Payables Transaction Entry window looks like after these display settings are in effect. Now it is much more clear to the user what fields must be completed/filled out.
On some systems, there is one more thing a user may need to do in order to show the Required Fields and that is check the “Show Required Fields” setting under Help. By default it usually has a checkmark beside it, as shown in my screenshot below, but it might not show this on your system. Clicking on it will mark it again. Each time you click on it, it toggles between enabling and disabling the Required Fields. This menu is on the Help button on any screen in Dynamics GP or the main Help icon on the top right on the home page.
That’s it for now. If you’re responsible for setting up or training new users in your organization, remember to teach them this setting!