
we recently discovered the "anyfield" criteria in Smartlists. It's been very useful, but when we try and use it on our custom built smartlists (from SQL views) we get 0 results.
Is that a feature that only works on the out of the box smartlists, or is there something we need to do to make it work with our custom reports?
The Anyfield Smartlist criteria in GP is a feature used to search for records within GP based on any field within the record. This can be used to create custom Smartlists that filter data based on specific criteria, allowing you to quickly find and view the information you need. To use the Anyfield Smartlist criteria, you'll need to:
Navigate to the SmartList you want to customize.
Select the "Modify SmartList" option from the SmartList menu.
In the SmartList Builder, select the "Add Criteria" button.
Select the "Anyfield" option from the dropdown list.
Enter the desired field name and criteria in the "Anyfield" section.
Save and close the SmartList Builder.
You can repeat the process to add multiple criteria to the SmartList. This feature can be useful for finding specific records based on multiple data points, such as customer name and date of purchase.
Thanks, Aetna Medicare Login