Skip to content
+1-888-319-3663

EONE BLOG

Tech Tuesday: Using Linked Forms in Drill Down Builder


One of the new features in Drill Down Builder for GP 2015 is the ability to add a linked form to open another GP window. In the following example we will use a linked form to take an item from the Item Maintenance window and populate a SmartList with the selected item. You can also use this feature to open other forms and Extender forms passing values from one to the other. You will need to use SmartList Builder 14.00.0015 or higher to use this feature.

The first step is to setup our Drill Down ID, Description, Drill Down Type, Product, and what SmartList we want to link to from the Item Maintenance window.

j
For this example we need to add one parameter so we will setup a parameter to store the Item Number from the Item Maintenance window.

jI
In the Search Definitions section select the Item Number from the Vendor Items SmartList and set it equal to the parameter created in the previous step.

jII
The last step is to use the Linked Forms button to select the Item Maintenance window and set the parameter to the Item Number field from the Item Maintenance window. You can also add a keyboard shortcut.

jIII
On the Item Maintenance Window we will have a new item under the Go To menu called Item Vendor List. It will also display the keyboard shortcut if you set up the shortcut key in the Linked Forms setup.

jIIII
Choosing the Go To will now open the Vendor Items SmartList with the selected item from the Item Maintenance window.

jIIIII
Have any questions regarding SmartList Builder? Feel free to leave a comment below or email us at sales@eonesolutions.com!

Leave a Comment





RECENT POSTS


Tech Tuesday: Building My First Matrix Report
Overcoming the Top Challenges of Zendesk Integration
Accessing Historical Dynamics GP Data in NetSuite: Using Popdock
Popdock's Top 10 New Features
New Webinar: Getting Started with Matrix Reporting in Popdock

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.