SmartList Builder Templates

Tech Tuesday

Tech Tuesday: Creating Calculations in SmartList / SmartView

We get a lot of questions around creating calculations in SmartList and/or SmartView.  While neither of them will allow you to create a calculated field on their own, SmartList Builder can certainly add a calculated field to any list you currently have or create new.With SmartList Builder, you can modify the default list and add…

[Read More]

Tech Thursday: Can you really upgrade your SmartList Designer Lists to SmartList Builder

The answer is certainly YES as long as you are using Microsoft Dynamics GP 2018. The answer is maybe if you are using Microsoft Dynamics GP 2016 or something prior to that.A feature has been available in SmartList Builder for awhile now that would bring your SmartList Designer lists into SmartList Builder.  It just didn’t…

[Read More]

RM Apply Detail SmartList Builder Template

The RM Apply Detail SmartList Builder setup is designed to return the Receivables Apply Details for Microsoft Dynamics GP.  It will return the apply details for all posted RM transactions.  The script that is used in it is courtesy of Victoria Yudin via VictoriaYudin.com with only minor changes to make it work in SmartList.  Thank…

[Read More]

SmartList Combining Payables Distributions to General Ledger Transactions

Here at eOne, it seems we get a lot of requests for a SmartList that gives the Payables transactions with their distributions and the corresponding General Ledger transactions.  So many requests in fact that we decided to create one for everyone to use.  If you look in the SmartList Builder template list under the Purchasing…

[Read More]

How to add Company ID or Company Name to a SmartList report.

How can I add either the Company ID or the Company Name to a Multicompany SmartList?You can add Company ID or Company Name using a calculated field in SmartList Builder.  Click on the Calculations button in SmartList Builder, then click on the Add button.  There is a section at the bottom of the “Fields” list that…

[Read More]
Tech Tuesday

Tech Tuesday: Creating New Series in SmartList using SmartList Builder

Have you ever wished that you could create a new folder to put some of your SmartLists under instead of always having them under the Financial, Sales, Purchasing, etc. series folders?With SmartList Builder 2018 (18.00.0013), you now can.  SmartList Builder will now allow you to create new series folders to assign the SmartLists that you…

[Read More]

SmartList Favorites SmartList Builder Template

The SmartList Favorites SmartList Builder setup is designed to return a list of SmartList Favorites along with their save level. ID:  SMARLIST_FAV Name:  SmartList Favorites Tables Involved: SmartList Favorites Master Company MasterResource Cache – Product List Screen shot of Setup in SmartList Builder: You can add a SQL Script and a Calculation to the setup…

[Read More]

User Security with SmartList Records SmartList Builder Template

The Security with SmartLists SmartList Builder setup is designed to return the list of users setup in Microsoft Dynamics GP and their security.  It includes the users, roles, tasks, windows, reports, and SmartLists.  It is courtesy of Victoria Yudin via VictoriaYudin.com.  Thank you Victoria for contributing to the SmartList Builder community.  The Excel Report Builder setup…

[Read More]

Tech Thursday: Making SmartView and Binary Stream work together

For those of you using Binary Stream, you know that there are SmartLists specially built to pull in the additional data.  These are specifically built by Binary Stream to pull in their additional data as well as take into account the additional security that they add.  Because these lists are built to specifically work with…

[Read More]

RECENT POSTS


Happy Thanksgiving from eOne Solutions!
eOne Office Hours: Popdock for Data Migrations
SmartConnect 21 Release
Popdock: May The Visualforce Be With You – Part I
Q4 2020 Partner All Hands Call - Recording Now Available!

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

ARCHIVES

open all | close all

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 Meet the Team Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships partners Popdock release Reporting SalesForce SalesForce.com SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training