Skip to content
+1-888-319-3663

HELP ARTICLE

Restricting access to the Modify button in SmartList and SmartList Builder


Starting in Microsoft Dynamics GP 2013, there is a new option added to the SmartList window.  On a standard installation, pressing this button will open the Microsoft SmartList Designer product.  If you have SmartList Builder installed, pressing the button will open eOne SmartList Builder.  

People can inadvertently use this button, thinking they are creating a SmartList Favorite, while in actuality they are actually modifying the default GP SmartList.  This can cause all sorts of issues since they are modifying the SmartList for all users, and any restrictions they place on the report will affect ALL users as soon as they save it.  This can cause existing favorites to either display unexpected data, or display no data.  This is because the list is being filtered in SmartList Builder, and then additionally filtered with the users favorite they previously had saved.  

Starting with SmartList Builder version 14.00.0223, eOne has added an additional security option to SmartList Builder security.  This option removes the ability to modify default GP SmartLists while still allowing the user to build new SmartLists.  This security option can be found under the Product of “SmartList Builder”, the Type of “SmartList Builder Permissions” and the Series of “SmartList Builder”.  The following screenshot shows this option marked.  If you want to remove access you would want to ensure that this option is UNmarked.  


For users with this option UNmarked, the Modify button will be disabled in SmartList to prevent them from modifying the default Microsoft Dynamics GP SmartLists


It will also disable the SmartList Type field in SmartList Builder.  This will allow the user to only create New SmartLists and not modify existing ones.  

RECENT POSTS


Use the REST Connector to parse nested Value Arrays
SmartConnect email task fails with error: An invalid character was found in the email header
Does SmartConnect import into Avalara Avatax software
Could not initialize a collection when launching SmartConnect
ERROR [HY000] [Microsoft][ODBC Excel Driver]General error Unable to open registry key when you open a SmartConnect map.

POPULAR POSTS


SSL Security error using OLEDB Connection
This implementation is not part of the Windows Platform FIPS validated cryptographic algorithms
Removed Part: /xl/vbaProject.bin part. (Visual Basic for Applications (VBA))
The server process could not be started because the configured identity is incorrect.
Using WINSCP and a task to upload or download files from an SFTP site

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 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

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.