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Finance | Project Operations, Human Resources, ...
Suggested Answer

3rd Party (IPT WillowWare) SmartLists in Favorites Pane not available to set as My Reports link

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Posted on by 5

Hi, we are having great difficult figuring out something we think should be pretty simple. We have a handful of SmartLists we'd like to add to My Reports as links (which we can do by checking the box next to the desired one in SmartList Favorites and selecting Add To - My Reports), but not all of the reports are visible that we see in the SmartList Favorites Pane.  

I found this article that suggests if a user can’t see certain SmartLists it’s a security issue. I created a Security Task and Security Role as it suggests, assigned it to the account in question, and re-logged in. No change.

https://www.gpug.com/blogs/harry-lee/2015/08/06/smartlist-security-setup

This is the same issue reported here in an unanswered question from 2019:

https://community.dynamics.com/gp/f/microsoft-dynamics-gp-forum/360939/created-a-smartlist-but-it-doesn-t-show-in-smartlist-favorites 

This shouldn't be this difficult; any information you have as to the solution for this would be most appreciated. Thanks.

**Update: We think it's because they are from IPT by WillowWare. Is there a trick to getting 3rd party SmartLists selectable as My Reports Favorites?

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I have the same question (0)
  • David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    14,137 Most Valuable Professional on at

    If the smart lists are based on views, be sure to grant access to the view at the SQL level.

    This article can help with a smart Grant script

    https://winthropdc.wordpress.com/2023/02/16/gppt-running-sql-scripts-for-all-companies-such-as-a-smarter-grant-script/

    Otherwise have you contacted WillowWare support?

    Regards

    David

  • Gavin Profile Picture
    2,510 on at

    Hi,

    To add to Davids suggestion I'd also check to ensure the smartlist favorite is visible to all users as per below:

    pastedimage1678174243759v2.png

    Hope this helps.

    Thanks

    Gavin

  • Suggested answer
    Almas Mahfooz Profile Picture
    11,009 User Group Leader on at

    3rd Party Smartlist can be selectable as Reminders so you can click and open Smartlist.

    Also they can easily be added under Reports Shortcut in Smartlist Favourites.

    smartlist1.png

    8688.smartlist3.png

    5852.smartlist2.png

  • machine_74 Profile Picture
    5 on at

    Gavin: Confirmed, they are visible to System.

    Almas: I created the Custom Reminder as instructed under Home - To Do, but when I click on Administration - SmartList Favorites, it's still not available to check off to add to My Reports. It doesn't appear in the list.

    David: I'll review the article; I do have a ticket open with WilloWare.

    Since the My Reports links are user specific, we're hoping that by assigning the new role we're designing, they still appear as legacy links under My Reports for that user. It would be nice to figure this out though as we're stumped.

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