How do I create a SmartList in Great Plains?
How do I create a SmartList in Great Plains?
1 – Open SmartList (Dynamics GP -> SmartList). Click the ‘New’ button. 2 – Next, enter a name for your SmartList in the ‘List Name’ field, select a product from the ‘Product’ field dropdown, and select a series from the ‘Series’ dropdown. The location of your SmartList depends on the selections you make here.
How do you use SmartList designer?
Click the New button at the top left of the SmartList window.
- Type a name for your new SmartList in the List Name field and select the Product and the Series.
- In addition, by adding an underscore at the beginning of the SmartList Name, the SmartList is shown at the top of the listings.
How can I see my SmartList in GP?
Solution: This is an easy fix. Simply hover over the GP icon in the taskbar at the bottom of the screen and right click the SmartList Window. Then, select “Maximize.”
What is SmartList builder?
The SmartList Builder product is a powerful tool that allows you to create custom reports using Microsoft Dynamics tables, SQL tables, SQL Views, and SQL scripts. When you purchase SmartList Builder, you also get the Excel Report Builder, Drill Down Builder, and Navigation List Builder as part of the package.
How do you create a smart list?
How do I create a Smart List?
- First perform a search to set the criteria that you want your Smart List to be based on.
- In the Search Results list, make sure you have no tasks selected so that the Save as Smart List button appears on the right.
- Click on Save as Smart List.
- Enter a name for your Smart List.
- Click on Save.
How do I add a column to a SmartList?
Add a Typical Balance column To do this, follow these steps: Click the columns button and then click the add button. In the Columns window that opens, click the dropdown next to Available Columns, and choose All Columns. This allows you to see all the columns that you could possibly add to this SmartList.
How do I save a SmartList report in Great Plains?
Favorites: There is not a “SAVE” button inside of SmartList. Saving a SmartList is done by adding a new Favorite or modifying an existing Favorite. Tip: It is much easier to start with an existing SmartList and then just add the columns you need vs. starting from scratch.
Where is SmartList builder in GP?
In Microsoft Dynamics GP 10.0 and later, point to Tools on the Microsoft Dynamics GP menu, point to SmartList Builder, and then click SmartList Builder. In Microsoft Dynamics GP 9.0, point to SmartList Builder on the Tools menu, and then click SmartList Builder.
How do you create a SmartList in formstack?
Step 1: To get started with Smart Lists, navigate to your Formstack Forms profile and select Smart List. From the Create Smart List page, you can add your field options manually or via a bulk upload. Step 2: Once you’ve created your Smart Lists, you can update user permissions and field options.
What is pre populated form?
To pre-populate form fields, we essentially take the URL for the form, and add information to so that, when the web page is loaded, the page also loads information into certain fields automatically.