What is SmartList in gp?

What is SmartList in gp?

SmartList Designer is a tool within Dynamics GP that allows users to build custom reports, modify existing ones, allows for connection to ISV products, and more. SmartList Designer allows users to: Create SmartLists that pull from multiple tables in Dynamics GP and third-party ISV products.

How do I create a SmartList in GP?

1. Point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then click Security Tasks.
2. In the Task ID list, click the appropriate task ID.
3. In the Product list, click SmartList.
4. In the Type list, click SmartList Object.
5. In the Series list, click SmartList Object.

How can I see batches in GP?

Click on the Posting Date column then scroll to the bottom to access the most recent batches. Click on the batch needed and Select.

How do I grant access to SmartList in GP?

Granting access to a new Smartlist Builder report

1. Dynamics GP > Tools > Setup > System > Security Tasks.
2. Open an existing task or create a new task.
3. Choose the below options.
4. Under Operations select View SmartLists with SQL Tables.
5. Choose the below options to grant access to the actual reports.

How can I get SmartList builder in GP?

Open the Security Task Setup window (Microsoft Dynamics GP >> Tools >> Setup >> System >> Security Tasks). Enter a Task ID, Task Name, Task Description and Category. Select SmartList Builder as the Product and Windows/SmartList Builder Permissions as the Type and Project/System/SmartList Builder as the Series.

How do I save a 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. Print: This is a quick way to print out the list you created.

How do I open Smartlist designer?

How to create a Smartlist Designer report using a SQL View

1. Run grant.
2. Open SmartList (Click on Smartlist under Microsoft Dynamics GP)
3. Click New to open Smartlist Designer.
4. Enter the List Name you want to name it.
5. For Product, select Microsoft Dynamics GP at the top of the pick list.

How can I see my Smartlist in GP?

Simply hover over the GP icon in the taskbar at the bottom of the screen and right click the SmartList Window.

How do you create a smart list in epic?

To create a new SmartList record, use the Create tab and enter in a new name. Click Accept to open the List tab of the SmartList Editor. The List tab presents many options for defining and configuring the behavior of your SmartList.

How to create a smartlist in Microsoft GP?

SmartLists can be a simple and efficient way to create customized data views in Microsoft GP. Currently, methods you can use to create a new SmartList: using SmartList Designer or using SmartList Builder. Because SmartList Builder is not natively built into GP, today we will be creating a SmartList using Smartlist Designer.

How many tables can be linked to a SmartList Builder?

SmartList Builder allows you to create both brand new SmartLists or modify existing SmartList. You can link up to 32 tables together. Tables can be standard GP tables, any of the Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.

Why do you need a navigation list builder?

Navigation List Builder allows you to publish your SmartList into the Navigation List user interface. This means that you are able to improve the efficiency of the Navigation Lists by restricting that data for each list – rather than running the initial list that may contain millions of records.

What is SmartList in gp? SmartList Designer is a tool within Dynamics GP that allows users to build custom reports, modify existing ones, allows for connection to ISV products, and more. SmartList Designer allows users to: Create SmartLists that pull from multiple tables in Dynamics GP and third-party ISV products. How do I create a…