SmartList Builder Go To
I’m using SmartList Builder, and in my Customer-based SmartList, I need to create a Go To to open the Receivables Summary Inquiry window.
I can open the window fine, but I don’t know how to set the radio group field and then set my customer range properly to display the correct data. Is it possible to create a SmartList Builder Go To When Using a Radio Group Field?
Yes, this is possible to do.
If you’d like to watch a video tutorial on this, see below or click here.
When we talk about Radio buttons on windows, it is something like the All/From selection on this window so that we can enter a range of records instead of all of them.
The first step, as always, is to verify that there isn’t already a Built-in Go To type created for the window you want one for. Start with similar Microsoft Dynamics GP out-of-the-box SmartLists to see if you can find one – if not, then we likely will need to create our own “Open Form” Go To for that window.
To create a Go To for this, we essentially need to mimic the entries the user would make to activate the window.
- We need to filter the window by “Customer,” which, by Customer ID, is already the default, so we don’t need to change that.
- However, we need to restrict to our selected customer, and so the radio group needs to be changed from the default “All” to “From” – and then fill in the From & To Customer ID values. Lastly, we press the “Calculate” button.
- You should be able to set a Radio Group field, such as the All/From one on this window – radio group fields are zero-based, meaning that “All” is zero and “From” is 1.
- The “Customers” drop list is one-based; therefore, the first item by Customer ID is 1, but as noted, it defaults that way, so we don’t need to change it in our Go To.
So, lets create a GoTo for this specific window.
- Because the value set needed is constant, we’ll have to create a calculated field in the list in SmartList Builder to handle this. The calculation is simple – just set it to return the Integer type of 1 to match the value we need to set on that radio group.
- Then we can create our new Open Form Go To by adding a Go To and selecting Open Form as the type to add.
- Setting up the new “Open Form” Go To, the name of the Go To needs to be set.
- We pick the window we want to open & set, in this case the Receivables Summary Inquiry.
- At this point, the window opens properly, but it does nothing to display our expected Customer information.
- As noted, the drop list defaults to sort by Customer ID, which we need, so we can ignore that and then make a new task to set the radio group using the new calculated field. This can be done with a ‘Set a field value and run the field script’ task.
- When setting fields on the Dynamics GP UI, you almost always want to use “Set a field value and run the field script” and then set the field to be set by our calculated field, as shown. This allows it to set the value of the field and run any scripting on the field (similar to if you tabbed off the field when using the window).
- In the task, we would set the field (L) Range Type and select the Calculated Fields as the table. Then select the calculation made earlier called CALC_ONE>
- Which field to select for the radio group All/From is not obvious, but often it will be named something with “Range” in the name, as this is. You could also record a macro and click into the field and set it and then turn off the macro. The name of the field, as seen here, will be shown in the macro.
- This will enable the From fields for the From/To Customer ID fields, and we can make a task to set the “From” value.
- Use the ‘Set a field a value and run the field script’ task type and set the Field to (L) Range Start 15, the table to RM Customer Master and the Value to Customer Number. This way it populates the From Customer ID to the value from the Customer Number field on the list.
- The field ‘(L) Range Start 15’ is NOT the obvious field here, but the macro method noted above will help you with the name to use.
- We could also set the “To” Customer ID, but we don’t have to because the GP logic automatically sets that for us on this window. We know this by using the window and entering a Customer ID in the from field and tabbing off of it.
- Lastly, we just need to press the “Calculate” button, which we do via the “Run a field script” method on the Calculate Button field.
- Save the new Open Form Go To and make this the default Go To if you would like.
- Test it by running the SmartList you added it to and selecting the new Go To or double-clicking the record if you set it as the default. It shows the Receivables Summary Inquiry populated with the selected Customer ID, and the information is displayed as expected.
If you have any questions about creating a SmartList Builder Go To, please email support at support@eonesolutions.com
