Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Require an Entry in a Field

Use Screen Designer to require an entry in a field in a hub or Chart of Accounts.

You specify whether a field requires an entry for security roles that are specified as accounting, CRM, or both types in the Type of Role section on the Overview tab in Settings > Security > Roles.

To require an entry in a field for a security role:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top of the Screen Designer form, select the application that you want to customize.
  2. On the Screen Designer form, select the field for which you want to require an entry.
    To require entry for more than one field at a time, select multiple fields on the Screen Designer form using the CTRL key.
  3. In the Field Properties section of the properties pane, in the Required field, select whether an entry in the selected fields is required for accounting, CRM, or both types of security roles.
  4. Click Save.