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Dynamics 365 Community / Blogs / Belinda, the GP CSI / User Defined Fields in Smar...

User Defined Fields in Smartlist?

Belinda Allen Profile Picture Belinda Allen 2,652

I wanted to share with you another use for the User Defined fields that I talked to a client about yesterday.

Ever have the need to use SmartList to pull up 5 or 6 vendors that are in different classes? With only being able to add up to 4 criteria, you're a little stuck. The answer: User Defined Fields.

Within each maintenance card (vendors, employees, customers, accounts) there are 2 user defined fields. User Defined Field 1 can be used in GP Reports or in ranges to perform task (e.g. select vendor checks.) You can also use them as a column (therefore criteria) in SmartList.

The only word of caution, you have to be consistent with what you put in the field (e.g. 12/2/10 is not the same as 12/2/2010.)

This was originally posted here.

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