Skip to content
+1-888-319-3663

EONE BLOG

SmartList Builder Feature – CreateView


This week we are going to take a look at a new feature in SmartList Builder. This feature will allow users to take their SmartList Builder list setup and quickly turn it into a SQL view. This view can then be used in other SmartList Builder lists or other eOne products such as SmartConnect for example.

To create a view from within SmartList Builder the GP user will need to have sufficient SQL permissions to create a SQL view. Once that security is in place you can open any SmartList Builder list and go to Options>>Create View.

 

The Create View Window will allow you to name the SQL view accordingly and by default it will create the view in the company that you are currently logged into. It will also default the fields that you have marked to display by default in SmartList. You can mark additional fields to be displayed in the SQL view that your SmartList does not include. Additionally, you can mark the option to create they view in all the GP companies so you can access data from each company using this view.

Once you have the options set for your view click the create button to finish the process. The view will now be available in the company database you are logged into or all the company databases if you chose the all companies option.

Leave a Comment





RECENT POSTS


Accessing Historical Dynamics GP Data in NetSuite: Using Popdock
Popdock's Top 10 New Features
New Webinar: Getting Started with Matrix Reporting in Popdock
Tech Tuesday: Popdock User Security in D365 Business Central
Popdock Data Lake Upload Tool for Dynamics NAV Data - FREE TRAINING

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
2017 SmartConnect Integration Bootcamps
New Releases of Extender and SmartList Builder

CATEGORIES

TAGS

Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships Partner All Hands Call Popdock promotions release SalesForce SalesForce.com SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training Zendesk

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.