Can You Have Smartlist Builder And Smartlist Designer

For Series select the module the list will be for. This was added by Microsoft when they added their SmartList Designer product to GP.

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SmartList Builder is a Microsoft Dynamics GP add-on that allows you to create your own SmartLists Microsoft Excel Reports Navigation Lists and Drill Downs.

Can you have smartlist builder and smartlist designer. SmartList Designer will stay in SmartList on Microsoft Dynamics GP 2013 when SmartList Builder comes back to us at eOne. My favorite new feature is the ability to customize existing SmartList. With all that being said SmartList Designer does do a few things that SmartList Builder doesnt.

SmartList Designer is the Out of Box Alternative to SmartList Builder It is included with GP 2013 and newer What is SmartList Designer. We look forward to being able to add all the new features we have wanted to for awhile as well. SmartList Builder allows you to create both brand new SmartLists or modify existing SmartList.

Smartlist Designer is not to be confused with Smartlist Builder which was previously the only way possible to make custom queries of information living in Microsoft Dynamics GP. Because SmartList Builder is not natively built into GP today we will be creating a SmartList using Smartlist Designer. It will only look at the second WHEN if the first WHEN is false and so on you could have as many as you need Such as a quick calculation for Shipping rates based upon a weight field a Shipping Weight of 30 would return 1575.

If you have SmartList Builder installed it opens SmartList Builder. It is a new feature that Microsoft added with their Service Pack that is in the SmartList dictionary. One of the main differences between SmartList Designer and SmartList Builder is the ability to have running totals within your SmartLists Ranz said.

Open SmartList Click on Smartlist under Microsoft Dynamics GP 3. You pull those records to the screen and hit the run SmartConnect map creating just those items as products within Microsoft Dynamics CRM. Grant security to the new SmartList object so that you can see the new SmartList object.

You can link up to 32 tables together. To do this follow the appropriate steps. Currently methods you can use to create a new SmartList.

Enter the List Name you want to name it. SmartList Builder has the features you need to get the job done. You can modify any SmartList created through SmartList Builder as well as any of the default SmartLists from Dynamics GP Field Service Project Accounting Fixed Assets Manufacturing Human Resources Canadian Payroll and Analytical Accounting.

CASE WHEN ShippingWeight 10 THEN 540 WHEN ShippingWeight 25 THEN 776 WHEN ShippingWeight 40 THEN. SmartList Designer doesnt have all the functionality of SmartList Builder but it offers ease of access for those immediate data needs. Before you put SmartList Builder to work for you take a few moments to review the information presented here.

SmartList Designer only allows you to add a limited number of fields that are always selected by default. If playback doesnt begin shortly try restarting your device. The problem is that users sometimes mistakenly attempt to use the Modify button to create a SmartList favoriteTo find out which SmartLists have been affected and the users.

Understanding the organization can provide you with the. How to use SmartList Designer in Dynamics GP. Some notable feature omissions in SmartList Designer include creating summary SmartLists multi-company GoTos and.

SmartLists can be a simple and efficient way to create customized data views in Microsoft GP. Click Save and then close the SmartList Builder window. If you have any Extender windows attached to the default SmartLists these will be automatically added as separate tables.

See how it compares to SmartList Designer. Smartlist Builder is still the more mature product capable of doing quite a bit more as of this writing. Additionally eOne the developer Microsoft returned SmartList to has announced some major improvements to the product.

If you have SmartList Builder installed it opens the SmartList Builder product. One of the new features of SmartList Builder beginning with 2013 was the ability to modify existing SmartLists. You run a SmartList where you can filter for new products that have had pricing checked and are ready to go to CRM.

Click New to open Smartlist Designer. If you own SmartList Builder I would strongly recommend keeping it. It doesnt actually modify the existing list what it does.

Thats something were looking at adding but right now thats not in there she said. On the View menu click SmartList. 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.

For Product select Microsoft Dynamics GP at the top of the pick list. When you are prompted to make changes in SmartList click Yes. As you add products into the inventory in GP you push them across into your CRM system.

I have experimented with SmartList Designer and while its a nice first effort it is not yet capable of everything SmartList Builder can do. If you do not have SmartList Builder installed the button will open SmartList Designer. If you only have the SmartList Desginer tool the Modify button opens that product but is only available if you have a custom report opened.

I mentioned earlier that it has a Results option and does allow you to create a new SmartList from the default SmartLists. Using SmartList Designer or using SmartList Builder. In Microsoft Dynamics GP 100 and later.

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