Q&A

Where is SmartList builder in GP?

Where is SmartList builder in GP?

In Microsoft Dynamics GP 9.0, point to SmartList Builder on the Tools menu, and then click SmartList Builder.

What is 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.

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 can I edit my GP SmartList?

Open the SmartList Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder). Select New as the SmartList Type. Enter the SmartList ID of the SmartList that you want to modify.

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 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.

How do I open SmartList designer?

How do you create a SmartList in formstack?

How can I save my SmartList in GP?

Navigate to the Microsoft Dynamics GP menu-> expand the list of values and select SmartList. Within SmartList, select an existing favorite and choose Search at the top left hand corner of the window to modify the criteria of this list.

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.

Does formstack have an API?

The Formstack API allows users and 3rd-party applications to access Formstack resources programmatically. This API conforms to REST principles.

Does formstack integrate with Outlook?

Send automated emails, organize your inbox and search through conversations in Microsoft Outlook. Transfer new Formstack entries to other apps automatically.

How to create a smartlist object in Dynamics GP?

In Microsoft Dynamics GP 9.0, point to SmartList Builder on the Tools menu, and then click SmartList Builder. In the SmartList ID box, type an ID for the new object. In the SmartList Name box, type the name that you want to use for the object.

How to use SmartList Builder to create smartlist object?

Follow the appropriate step: In Microsoft Dynamics GP 10.0 and later, point to Tools on the Microsoft Dynamics GP menu, point to SmartList Builder, and then select SmartList Builder. In Microsoft Dynamics GP 9.0, point to SmartList Builder on the Tools menu, and then select SmartList Builder. In the SmartList ID box, type an ID for the new object.

How to evaluate calculated field in SmartList Builder?

Also note that fields from your tables (in {} in my examples) can be included in all parts of the functions. *Statement to evaluate – generally statements are: = (equal to), < (less than), > (greater than), <= (less than or equal to), >= (greater than or equal to)

Which is the best add on for Dynamics GP?

SmartList Builder is the most popular add-on for Dynamics GP with more than 15,000 companies benefiting from SLB every day.