What is SmartList in GP?

What is SmartList in GP?

Dynamics GP SmartList includes predefined searches, called favourites. You can view search results for favourites or modify them, as well as creating your own favourites. Search results can be sorted by any of the columns included in your favourites.

How do you use SmartList?

1. On the Tools menu, click Setup, click System, and then click SmartList Security.
2. In the Company list, click the company.
3. In the User ID list, click the user.
4. In the SmartList Objects area, click to select the check box for the new SmartList object, and then click OK.
5. Exit and then restart SmartList.

What is Dynamics GP eConnect?

eConnect is a tool that gives you fast access to the back office of transactions in Microsoft Dynamic GP by calling COM-based or . NET-based API adapters. eConnect combines the use of business logic in the following areas to integrate your data into Microsoft Dynamics GP: Stored procedures.

How do you 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 save a new SmartList 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.

How do you create a SmartList?

How do I create a Smart List?

1. First perform a search to set the criteria that you want your Smart List to be based on.
2. In the Search Results list, make sure you have no tasks selected so that the Save as Smart List button appears on the right.
3. Click on Save as Smart List.
4. Enter a name for your Smart List.
5. Click on Save.

How can I create my own SmartList in GP?

How do I edit my SmartList in Great Plains?

To modify a SmartList Builder SmartList:

1. Open the SmartList Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder).
2. Select New as the SmartList Type.
3. Enter the SmartList ID of the SmartList that you want to modify.
4. Enter the new information for the SmartList.
5. Click Save.

What is SmartConnect Great Plains?

SmartConnect is an integration tool for Dynamics GP, CRM, Salesforce.com and beyond. It allows you to easily create your own integrations and provides users with an interface to do so – so you don’t have to be a developer set up integrations.

Does Great Plains have an API?

Microsoft Dynamics Great Plains API Documentation | SAP Open Connectors.

What is EONE SmartList builder?

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

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 can I edit my GP SmartList?

To modify a Dynamics GP SmartList:

1. Open the SmartList Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder).
2. Select Existing as the SmartList Type.
3. Select the SmartList that you want to modify.
4. Enter the new information for the SmartList.
5. Click Save.
6. Open the SmartLists window.

How can I rename my GP SmartList?

You would simply click the Favorites button, click Add and rename the existing smartlist. Once the new option is created, you can modify it by Double-clicking on the Search button and make your modifications.

What is SmartConnect?

Smart Connect is a feature that combines your NETGEAR router’s WiFi bands into a single WiFi network name (SSID). Smart Connect automatically chooses the best WiFi band for your device to give you the best WiFi performance.

What is eOne SmartConnect?

eOne lets you connect Hubspot with your CRM, ERP and more with flexible integration options. Using SmartConnect, you’re able to generate data, automating how and when your integrations process.

How do you create a SmartList in epic?

Users can create their own SmartLists by accessing the SmartList interface from the main Epic menu in the upper-left hand corner of their screen or by using the search bar in the upper-right hand corner to “Jump to” SmartList.

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 save a SmartList?

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.

How do I create a smartlist using smartlist designer?

Because SmartList Builder is not natively built into GP, today we will be creating a SmartList using Smartlist Designer. 1 – Open SmartList (Dynamics GP -> SmartList). Click the ‘New’ button.

What is the action pane in the smartlist window?

The top of the SmartList window is called the Action Pane. It includes the various things that can be done with the Smartlist and/or the Smartlist data, which are described below. New: This creates a new SmartList (not a favorite, but an actual SmartList, ie; Folder).

How do I stop a smartlist from loading?

If your search criteria is not specific enough, but you don’t want to wait for your SmartList data to load, you can select the Stop button. GoTo: This button allows you to navigate to various other Dynamics GP Windows and SmartLists using the row selected on the SmartList data set as the source for that window.

How do I search for a specific column in a smartlist?

Click on that bar/drop down list to choose All Columns and then any column that is available in your SmartList object is available to search on. For example: let’s pretend I want to get a list of G/L Accounts that were modified in the past month.