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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Custom Smartlists
Microsoft Dynamics GP (Archived)

Custom Smartlists

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Posted on by Community Member Microsoft Employee

All, 

I am still new to GP 2015 and well, we to like/love the features that assist in company wealth, but one annoying thing.

There is a lot of talk of GP2015 R2 custom smartlist not having a "default" view or the ability to double click on an order/PO/customer and open maintenance or inquiry for said function. 

So is that still the case or are there some work arounds that have yet been released and not shared? 

*This post is locked for comments

  • GovindDevda Profile Picture
    GovindDevda 615 on at
    RE: Custom Smartlists

    Hello Dave,

    Step1.) Create a view in SQL [SYSTEM / COMPANY database] in that view write down whatever you want to show in Smartlist i.e   "VIEW_AP_APPLY"

    Step 2.) Go to Smart List and create a new smartlist , then find your view in view session of your left hand side below.

    Step 3.) There you find your view which you create in sql database [SYSTEM / COMPANY] Just check it out and then OK.....

    Hope this helpful for you.

    Thanks & Regards,

    Govind Devda

    Skype  : govind.devda88

    Linkedin : in.linkedin.com/.../govind-devda-8a0b575a

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Custom Smartlists

    Dave,

    How are you going about creating your Default view. Also, do you have SmartList Builder (a third-party product), or are you using SmartList Designer (the native GP product)?

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Smartlists

    Leslie, 

    Thanks for the reply, but when I create a "default" view for Sales Order Transaction, It only takes me to another location in the reports, and not Inquirey or Order Entry, as some of the default system SL do? 

    Thanks. 

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Custom Smartlists

    Hi D,

    You have to create the 'Default' view as well as each of the Go To's. They do not automatically come with a custom SmartList Object.

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Smartlists

    Gerald, 

    I am not sure what you mean, can you explain?

  • Gerbear Profile Picture
    Gerbear on at
    RE: Custom Smartlists

    When you create a smart list you can select windows to open, fields to fill in and scripts to run....

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Smartlists

    I am unable to "double click" on item. 

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Custom Smartlists

    But I think custom smartlist have ability to double click on records and get to their maintenance and inquiry. Are you not able to do so?

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